noCRM.io + Proposify
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, saving you time for more important work.
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, saving you time for more important work.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Change Step
Change the step of a lead
- Free forever for core features
- 14 day trial for premium features & apps
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
