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noCRM.io + Proposify Legacy

noCRM.io + Proposify Legacy

noCRM.io + Proposify Legacy integrations

Update leads in noCRM.io for new won proposals

Find yourself spending too much time manually updating proposals statuses in your CRM? Now with the help of Zapier, the tedious work is done for you. This integration will move a lead in noCRM.io to a stage that you choose when a proposal is won in Proposify Legacy, saving you time for more important work.

  1. When this happens...
    Proposal Won
    Proposal Won
    Proposal WonTriggers when a proposal is accepted by a client.
  2. automatically do this!
    Change Step
    Change Step
    Change StepChange the step of a lead
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More things you can do with Proposify Legacy and noCRM.io

Discover other triggers and actions you can use with Proposify Legacy and noCRM.io

  • Proposify Legacy triggers, actions, and search
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify Legacy triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
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About noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
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Related Zap Templates

  • Create new clients in Proposify Legacy from new leads in noCRM.io

 

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