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Highrise + Proposify Integrations

How to connect Highrise + Proposify

Zapier lets you send info between Highrise and Proposify automatically—no code required.

When this happens...
HighriseHighrise
Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

automatically do this!
ProposifyProposify
Create Client

Creates a new client.

Supported triggers and actions

What does this mean?

How Highrise + Proposify Integrations Work

  1. Step 1: Authenticate Highrise + Proposify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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proposify logo
proposify logo
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn More

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