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Offorte Proposals Integrations

Beta
Proposal & Invoice Management

Do more with Offorte Proposals

Zapier lets you connect Offorte Proposals with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect Offorte Proposals to 4000+ apps
Offorte Proposals logo
Offorte Proposals logo
Or pick an app to pair witharrow pointing down
Integrate Slack with Offorte Proposals

Slack

Team Chat
Integrate Pipedrive with Offorte Proposals

Pipedrive

CRM (Customer Relationship Management)
Integrate Microsoft Dynamics 365 CRM with Offorte Proposals

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium
Integrate Teamleader with Offorte Proposals

Teamleader

CRM (Customer Relationship Management)
Integrate HubSpot with Offorte Proposals

HubSpot

Marketing Automation
Integrate Salesforce with Offorte Proposals

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Microsoft Outlook with Offorte Proposals

Microsoft Outlook

Email, Microsoft
Integrate Zoho CRM with Offorte Proposals

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Google Sheets with Offorte Proposals

Google Sheets

Google, Spreadsheets
Integrate Gmail with Offorte Proposals

Gmail

Email, Google
Integrate Airtable with Offorte Proposals

Airtable

Databases
Integrate Podio with Offorte Proposals

Podio

Project Management
Integrate Teamwork with Offorte Proposals

Teamwork

Project Management
Integrate NetHunt CRM with Offorte Proposals

NetHunt CRM

CRM (Customer Relationship Management)
Integrate WooCommerce with Offorte Proposals

WooCommerce

eCommerce, WordPress
Integrate ClickUp with Offorte Proposals

ClickUp

Project Management
Integrate Microsoft Excel with Offorte Proposals

Microsoft Excel

Microsoft, Spreadsheets
Integrate monday.com with Offorte Proposals

monday.com

Project Management

Microsoft Teams

Microsoft, Team Chat
Integrate Smartsheet with Offorte Proposals

Smartsheet

Spreadsheets
Integrate Keap with Offorte Proposals

Keap

CRM (Customer Relationship Management)
Integrate Pipefy with Offorte Proposals

Pipefy

Project Management
Integrate lexoffice with Offorte Proposals

lexoffice

Accounting
Integrate Capsule CRM with Offorte Proposals

Capsule CRM

CRM (Customer Relationship Management)
Integrate InvoiceXpress with Offorte Proposals

InvoiceXpress

Accounting, Beta

Popular ways to use Offorte Proposals workflows

  • Send direct messages in Slack when new Offorte proposals are won

    • Offorte Proposals logo
    • Slack logo
    Offorte Proposals + Slack
    More details
    1. When this happens

      Step 1: Proposal Won

    2. Then do this

      Step 2: Send Direct Message

    Send direct messages in Slack when new Offorte proposals are won

    Send direct messages in Slack when new Offorte proposals are won
    • Offorte Proposals logo
    • Slack logo
    Offorte Proposals + Slack
  • Create Offorte proposals when deals are updated in Pipedrive

    • Pipedrive logo
    • Offorte Proposals logo
    Pipedrive + Offorte Proposals
    More details
    1. When this happens

      Step 1: Updated Deal Stage

    2. Then do this

      Step 2: Find Company

    3. Then do this

      Step 3: Create Company

    4. Then do this

      Step 4: Create Proposal

Supported triggers and actions

What does this mean?
offorte-proposals logo
offorte-proposals logo
offorte-proposals logo

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Related categories

  • Proposal & Invoice Management

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