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Proposify + Agile CRM Integrations

How to connect Proposify + Agile CRM

Zapier lets you send info between Proposify and Agile CRM automatically—no code required.

When this happens...
ProposifyProposify
Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

automatically do this!
Agile CRMAgile CRM
Add Event

Create event an event in Agile CRM.

Supported triggers and actions

What does this mean?

How Proposify + Agile CRM Integrations Work

  1. Step 1: Authenticate Proposify + 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.
Connect apps

About Proposify

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

Related categories

  • Proposal & Invoice Management
agile-crm logo
agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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