OnePageCRM + Proposify
Create new OnePageCRM contacts from newly created clients in Proposify
Streamline your contact management process with this Proposify to OnePageCRM automation. Whenever a new client is added in Proposify, this workflow instantly transfers their details to OnePageCRM and creates a new contact. This seamless integration ensures no client information falls through the cracks, allowing you to manage your contacts more efficiently.
Streamline your contact management process with this Proposify to OnePageCRM automation. Whenever a new client is added in Proposify, this workflow instantly transfers their details to OnePageCRM and creates a new contact. This seamless integration ensures no client information falls through the cracks, allowing you to manage your contacts more efficiently.
- When this happens...Client Created
Triggers when a user creates a new client.
- automatically do this!Create Contact
Creates a new contact in OnePageCRM.
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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
