Create Insightly tasks from new Proposify proposals

Insightly is a great tool for managing your clients and opportunities. With this Zapier integration you can have both your Insightly and Proposify work in tandem by automatically generating new Insightly tasks from Proposify proposals.

*Note: This Zapier integration doesn't import already created Proposify proposals into Insightly, only new proposals after you've set it up.

How It Works

  1. You create a new proposal in Proposify
  2. Zapier automatically creates a task for you in Insightly

What You Need

  • Proposify account with owner privileges
  • Insightly account
Create Insightly tasks from new Proposify proposals
Proposify integration logo

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

Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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