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Marketo + Proposify

Create new Proposify clients from new Marketo leads

Effortlessly manage leads and streamline your sales process with this Marketo-Proposify automation. Whenever a new lead is created in Marketo, this workflow will automatically add them as a client in Proposify, saving you time and ensuring a seamless transition from lead to client. Focus on closing deals and let this integration handle the rest.

Effortlessly manage leads and streamline your sales process with this Marketo-Proposify automation. Whenever a new lead is created in Marketo, this workflow will automatically add them as a client in Proposify, saving you time and ensuring a seamless transition from lead to client. Focus on closing deals and let this integration handle the rest.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form

    Trigger
    Scheduled
    Try It
  • Marketo triggers, actions, and search

    New Program

    Triggers when a new program is created.

    Trigger
    Scheduled
    Try It
    • ListRequired

    • LeadRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.
Learn moreHelp

Related categories

  • Marketing Automation

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About Proposify

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