Fresh Proposals + Salesflare

Fresh Proposals + Salesflare integrations

Add new Salesflare contacts to Fresh Proposals

Whenever you add a new contact to an account or you update contact details in Salesflare, it will be pushed to Fresh Proposals. Automate your sales pipeline by synchronizing your leads-contacts information between Fresh Proposals and Salesflare.

When this happens...
New ContactTriggers when a new contact is added.
TriggerPolling
automatically do this!
Create ClientCreate the client by getting information from other platform
ActionWrite

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More things you can do with Salesflare and Fresh Proposals

Discover other triggers and actions you can use with Salesflare and Fresh Proposals

- Tag
Trigger
Polling
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Polling
Try It
- Workflow
  Required
- Event
Trigger
Polling
Try It
- Account
  Required
- Contact
  Required
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write

- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Account
  Required
- Body
  Required
- Note Date
Action
Write

- Description
  Required
- Account
- Reminder Date
- Assignees
Action
Write
- Account
  Required
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Opportunity
  Required
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Search or write
Client Created
Triggers when a new Company is added in Fresh Proposals .
Trigger
Instant
Try It
Proposal Created
Triggers when a new Proposal is created .
Trigger
Instant
Try It
Proposal Rejected
Triggers when a proposal rejected by client .
Trigger
Instant
Try It
- CompanyName
  Required
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email Address
  Required
- Contact Mobile Number
Action
Write

- Tag
- Type
Trigger
Polling
Try It
- Account
- Type
Trigger
Polling
Try It
- Workflow
  Required
- Step Number
  Required
- Event
  Required
Trigger
Polling
Try It
- Account
  Required
- User
  Required
Action
Write
- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Start Date
  Required
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Workflow
  Required
- Contact
  Required
- Met Goal?
  Required
Action
Write
- Contact
  Required
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow Name
  Required
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or write
Company Contact Added
trigger when new contact added/updated in freshproposals
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by client .
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent by a team member .
Trigger
Instant
Try It
- Template Id
  Required
- Proposal Name
  Required
- DueDate
  Required
- Client Name
  Required
- Contact Email
  Required
Action
Write

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

HelpHelp

Related categories

Proposal & Invoice Management

About Salesflare

Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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