Create deals in OnePageCRM for new proposals in Proposify
Whenever a new proposal is created in Proposify, this workflow seamlessly ensures a corresponding deal is added in OnePageCRM. Stay organized and save time by eliminating the need for manual entries, making sure your sales process runs smoothly. This integration between Proposify and OnePageCRM not only streamlines your workflow but also helps to keep your sales and proposal data consistently up-to-date.
Whenever a new proposal is created in Proposify, this workflow seamlessly ensures a corresponding deal is added in OnePageCRM. Stay organized and save time by eliminating the need for manual entries, making sure your sales process runs smoothly. This integration between Proposify and OnePageCRM not only streamlines your workflow but also helps to keep your sales and proposal data consistently up-to-date.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Deal
Creates a new deal.
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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