Proposaly + Upfirst
Add new recipients in Proposaly when calls are completed in Upfirst
Simplify your process between Upfirst and Proposaly. Whenever a call is completed in Upfirst, swiftly add a new recipient in Proposaly. This smooth workflow enables you to prioritize crafting compelling proposals, saving you time and increasing productivity.
Simplify your process between Upfirst and Proposaly. Whenever a call is completed in Upfirst, swiftly add a new recipient in Proposaly. This smooth workflow enables you to prioritize crafting compelling proposals, saving you time and increasing productivity.
- When this happens...Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
- automatically do this!Add Recipient
Add a new recipient to a Document
- Free forever for core features
- 14 day trial for premium features & apps
About Proposaly
Proposaly is a unified sales workflow platform that centralizes proposals, agreements, payments, and project updates into one automated system.
Related categories
About Upfirst
Upfirst is an AI call assistant that answers every call with care, logs details instantly, and keeps your favorite tools up-to-date.