Skip to content

Proposify + Agile CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Proposify and Agile CRM.


Get started with workflows like: Create new Agile CRM contacts from new Proposify proposals. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Proposify + Agile CRM in Minutes

It's easy to connect Proposify + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantClient Commented on a Proposal

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

InstantProposal Created

Triggers when a proposal is created.

InstantProposal Sent

Triggers when a proposal is sent or marked as sent by a user.

InstantProposal Viewed

Triggers when a proposal is viewed by a client.

InstantProposal Reminder Sent

Triggers when a proposal reminder is sent or marked as sent by a user.

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Won

Triggers when a proposal is accepted by a client.

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

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 Proposify + Agile CRM