Overloop + Proposify

Overloop + Proposify integrations

Transform qualified Overloop prospects into new clients in Proposify

When a prospect becomes qualified in Overloop, streamline your workflow by immediately creating a new client in Proposify. This automation saves you time by eliminating manual data entry, and ensures that your Proposify records stay aligned with your prospect tracking in Overloop. Your sales process becomes more efficient and you can focus on crafting the perfect proposals for your qualified leads.

When this happens...
Deal CreatedTriggers when a new deal is created.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Overloop and Proposify

Discover other triggers and actions you can use with Overloop and Proposify

Deal Created
Triggers when a new deal is created.
Trigger
Polling
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Deal Won
Triggers when a new deal is won.
Trigger
Polling
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Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Polling
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User Created
Triggers when a new user is created.
Trigger
Polling
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Organization Created
Triggers when a new organization is created.
Trigger
Polling
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Polling
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- Title
- Value
- Expected_close_date
- Owner
- Pipeline
  Required
- Prospect
- Organization
Action
Write
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Organization
  Required
- Workflow
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- ID
  Required
Action
Write
- First_name
  Required
- Last_name
  Required
- Company
- Domain
Action
Write
- Id
  Required
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…
  Required
Action
Search
- Expression to search
  Required
Action
Search
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

Deal Lost
Triggers when a new deal is lost.
Trigger
Polling
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Polling
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List Created
Triggers when a new list is created.
Trigger
Polling
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Stage Created
Triggers when a new stage is created.
Trigger
Polling
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Workflow Created
Triggers when a new worklow is created.
Trigger
Polling
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Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
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- Prospect
  Required
- Campaign
  Required
Action
Write
- Name
  Required
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Deal
  Required
- Workflow
  Required
Action
Write
- Prospect
  Required
- Workflow
  Required
Action
Write
- ID
  Required
Action
Write
- Id
  Required
- Pipeline
  Required
Action
Write
- Id
  Required
- Title
- Value
- Expected_close_date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or email
  Required
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Name
  Required
Action
Search
- Expression to search…
  Required
Action
Search
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create new Proposify clients from new Overloop prospects

Related Zap Templates

Create new Proposify clients from new Overloop prospects