Proposify Integrations

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Integrate Slack with Proposify

Slack

Team Chat
Integrate Google Drive with Proposify

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate ActiveCampaign with Proposify

ActiveCampaign

Marketing Automation
Integrate Pipedrive with Proposify

Pipedrive

CRM (Customer Relationship Management)
Integrate Google Sheets with Proposify

Google Sheets

Google +1Google, Spreadsheets
Integrate Asana with Proposify

Asana

Project Management
Integrate Keap Max Classic with Proposify

Keap Max Classic

Marketing Automation +1Marketing Automation, Premium
Integrate HubSpot with Proposify

HubSpot

Marketing Automation
Integrate QuickBooks Online with Proposify

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Gmail with Proposify

Gmail

Email +1Email, Google
Integrate SharpSpring with Proposify

SharpSpring

Marketing Automation
Integrate Salesforce with Proposify

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Wufoo with Proposify

Wufoo

Forms & Surveys
Integrate Zoho CRM with Proposify

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Mailchimp with Proposify

Mailchimp

Email Newsletters
Integrate Airtable with Proposify

Airtable

Databases
Integrate Wave with Proposify

Wave

Accounting
Integrate Xero with Proposify

Xero

Accounting +1Accounting, Premium
Integrate Podio with Proposify

Podio

Project Management
Integrate Google Forms with Proposify

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate ClickUp with Proposify

ClickUp

Project Management
Integrate Gravity Forms with Proposify

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Trello with Proposify

Trello

Project Management
Integrate Insightly with Proposify

Insightly

CRM (Customer Relationship Management)
Integrate Basecamp 3 with Proposify

Basecamp 3

Project Management
Integrate Copper with Proposify

Copper

CRM (Customer Relationship Management)
Integrate Teamwork with Proposify

Teamwork

Project Management
Integrate HighLevel with Proposify

HighLevel

Marketing Automation
Integrate Typeform with Proposify

Typeform

Forms & Surveys
Integrate Dropbox with Proposify

Dropbox

File Management & Storage
Integrate Freshsales with Proposify

Freshsales

CRM (Customer Relationship Management)
Integrate Stripe with Proposify

Stripe

Payment Processing
Integrate Close with Proposify

Close

CRM (Customer Relationship Management)
Integrate monday.com with Proposify

monday.com

Project Management
Integrate Google Calendar with Proposify

Google Calendar

Calendar +1Calendar, Google
Integrate Microsoft Excel with Proposify

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Harvest with Proposify

Harvest

Time Tracking Software
Integrate Spiro with Proposify

Spiro

CRM (Customer Relationship Management)
Integrate Agile CRM with Proposify

Agile CRM

CRM (Customer Relationship Management)
Integrate Streak with Proposify

Streak

CRM (Customer Relationship Management)
Integrate Google Docs with Proposify

Google Docs

Documents +1Documents, Google
Integrate Calendly with Proposify

Calendly

Scheduling & Booking
Integrate Ontraport with Proposify

Ontraport

Marketing Automation
Integrate FreshBooks with Proposify

FreshBooks

Accounting
Integrate JotForm with Proposify

JotForm

Forms & Surveys
Integrate Microsoft Office 365 with Proposify

Microsoft Office 365

Email +1Email, Microsoft
Integrate Accelo with Proposify

Accelo

Project Management
Integrate Zendesk Sell with Proposify

Zendesk Sell

CRM (Customer Relationship Management)
Integrate ProWorkflow with Proposify

ProWorkflow

Project Management
Integrate ConnectWise Manage with Proposify

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Microsoft Dynamics 365 CRM with Proposify

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Microsoft, Premium
Integrate Microsoft Outlook with Proposify

Microsoft Outlook

Email +1Email, Microsoft
Integrate Front with Proposify

Front

Email
Integrate HelloSign with Proposify

HelloSign

Signatures
Integrate Help Scout with Proposify

Help Scout

Customer Support
Integrate ClickFunnels with Proposify

ClickFunnels

Marketing Automation
Integrate Drip with Proposify

Drip

Drip Emails
Integrate Campaign Monitor with Proposify

Campaign Monitor

Email Newsletters
Integrate Nimble with Proposify

Nimble

CRM (Customer Relationship Management)
Integrate Autotask with Proposify

Autotask

CRM (Customer Relationship Management)
Integrate Cognito Forms with Proposify

Cognito Forms

Forms & Surveys
Integrate Process Street with Proposify

Process Street

Product Management
Integrate Vtiger CRM with Proposify

Vtiger CRM

CRM (Customer Relationship Management)
Integrate JobNimbus with Proposify

JobNimbus

CRM (Customer Relationship Management)
Integrate DocuSign with Proposify

DocuSign

Signatures
Integrate Twilio with Proposify

Twilio

Phone & SMS
Integrate Google Slides with Proposify

Google Slides

Documents +1Documents, Google
Integrate Pipefy with Proposify

Pipefy

Project Management
Integrate Wrike with Proposify

Wrike

Project Management
Integrate Knack with Proposify

Knack

Databases
Integrate Invoice Ninja with Proposify

Invoice Ninja

Proposal & Invoice Management
Integrate FreshBooks Classic with Proposify

FreshBooks Classic

Accounting
Integrate Squarespace with Proposify

Squarespace

Forms & Surveys
Integrate ConvertKit with Proposify

ConvertKit

Drip Emails
Integrate Intercom with Proposify

Intercom

Customer Support
Integrate Toggl with Proposify

Toggl

Time Tracking Software
Integrate ClickSend SMS with Proposify

ClickSend SMS

Phone & SMS
Integrate Salesflare with Proposify

Salesflare

CRM (Customer Relationship Management)
Integrate WHMCS with Proposify

WHMCS

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Zoho Books with Proposify

Zoho Books

Accounting +1Accounting, Zoho
Integrate Salesmate with Proposify

Salesmate

CRM (Customer Relationship Management)
Integrate Keap with Proposify

Keap

CRM (Customer Relationship Management)
Integrate Google Contacts with Proposify

Google Contacts

Contact Management +1Contact Management, Google
Integrate Smartsheet with Proposify

Smartsheet

Spreadsheets
Integrate Databox with Proposify

Databox

Dashboards
Integrate Zoho Invoice with Proposify

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Lob with Proposify

Lob

Printing
Integrate noCRM.io with Proposify

noCRM.io

CRM (Customer Relationship Management)
Integrate Zendesk with Proposify

Zendesk

Customer Support +1Customer Support, Premium
Integrate PayPal with Proposify

PayPal

Payment Processing +1Payment Processing, Premium
Integrate ServiceM8 with Proposify

ServiceM8

Scheduling & Booking
Integrate amoCRM with Proposify

amoCRM

CRM (Customer Relationship Management)
Integrate Chargebee with Proposify

Chargebee

Payment Processing
Integrate Square with Proposify

Square

Payment Processing
Integrate OneDrive with Proposify

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Canopy with Proposify

Canopy

Accounting +1Accounting, Beta
Integrate Teamwork CRM with Proposify

Teamwork CRM

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Coda with Proposify

Coda

Documents
Integrate Cloze with Proposify

Cloze

CRM (Customer Relationship Management)
Integrate MobileMonkey with Proposify

MobileMonkey

Marketing Automation
Integrate Avaza with Proposify

Avaza

Project Management
Integrate Acuity Scheduling with Proposify

Acuity Scheduling

Scheduling & Booking
Integrate Shopify with Proposify

Shopify

eCommerce +1eCommerce, Premium
Integrate SurveyMonkey with Proposify

SurveyMonkey

Forms & Surveys
Integrate Kartra with Proposify

Kartra

Marketing Automation
Integrate Autopilot with Proposify

Autopilot

Marketing Automation
Integrate Slybroadcast with Proposify

Slybroadcast

Phone & SMS
Integrate Contactually with Proposify

Contactually

CRM (Customer Relationship Management)
Integrate Capsule CRM with Proposify

Capsule CRM

CRM (Customer Relationship Management)
Integrate FreeAgent with Proposify

FreeAgent

Accounting
Integrate Moneybird with Proposify

Moneybird

Accounting
Integrate Scoro with Proposify

Scoro

Project Management
Integrate Skedda with Proposify

Skedda

Scheduling & Booking
Integrate Myphoner with Proposify

Myphoner

Call Tracking
Integrate Bark with Proposify

Bark

CRM (Customer Relationship Management)
Integrate Syncro with Proposify

Syncro

CRM (Customer Relationship Management)
Integrate Webflow with Proposify

Webflow

Website Builders
Integrate Dubsado with Proposify

Dubsado

CRM (Customer Relationship Management)
Integrate Google Analytics with Proposify

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate Clockify with Proposify

Clockify

Time Tracking Software
Integrate Paperform with Proposify

Paperform

Forms & Surveys
Integrate Jira Software Server with Proposify

Jira Software Server

Project Management
Integrate POWR Form Builder with Proposify

POWR Form Builder

eCommerce
Integrate Drift with Proposify

Drift

Customer Support

Connect Proposify to 3,000+ Apps

  • Proposify logoSlack logo

    Share Proposify won proposals in Slack

    Proposify + Slack

  • Proposify logoDropbox logo

    Save Proposify won proposals to Dropbox

    Proposify + Dropbox

  • Proposify logoTeamwork logo

    Create Teamwork projects from won proposals in Proposify

    Proposify + Teamwork

  • Pipedrive logoProposify logo

    Turn Pipedrive people into Proposify clients

    Pipedrive + Proposify

  • Proposify logoSlack logo

    Share new Proposify proposals in Slack

    Proposify + Slack

  • Pipedrive logoProposify logo

    Create proposals in Proposify for new stages in Pipedrive deals

    Pipedrive + Proposify

Proposify Integration Details

The following Proposify Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Create Client

    Creates a new client.

  • Create Proposal

    Creates a new proposal.

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