Create Proposify clients from new Insightly contacts

Insightly is a great tool for managing your clients and opportunities. Want a simple way to bring new Insightly contacts into Proposify? This integration makes it easy to take any new contacts you've made in Insightly and create clients in Proposify.

How It Works

  1. Add a new contact to Insightly
  2. Zapier automatically creates a new Proposify client in your account

What You Need

  • Insightly account
  • Proposify account with owner privileges
Create Proposify clients from new Insightly contacts
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.

Proposify 2 integration logo

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

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