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Proposify + Agile CRM Integrations

How to connect Proposify + Agile CRM

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Supported triggers and actions

What does this mean?

How Proposify + Agile CRM Integrations Work

  1. Step 1: Authenticate Proposify and Agile CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Related categories

  • Proposal & Invoice Management
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