Proposify + Agile CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Agile CRM, with as many as 117 possible integrations. Are you ready to find your productivity superpowers?
Create new Agile CRM contacts from new Proposify proposals
Agile CRM is a great tool for managing your contacts, as well as your marketing automation and analytics. With this Zapier integration, it's quick and easy to integrate your contacts into Agile CRM from a Proposify proposal! Just set up this Zap, and whenever you make a Proposify proposal, Zapier will copy the contact details and add that potential client to your Agile CRM account where you can track everyone who you're working with, automatically.
Note: This Zapier integration doesn't import already created Proposify proposals into Agile CRM, only new proposals after you've set it up.
How this Proposify-Agile CRM integration works
- You create a new proposal in Proposify
- Zapier automatically creates a contact for you in Agile CRM
Apps involved
- Proposify
- Agile CRM
Create Agile CRM deals from new Proposify proposals
Agile CRM is a great tool for managing your deals as well as your contacts. With this Zapier Proposify integration, it's quick and easy to integrate your deals into Agile CRM from new Proposify proposals. Just set this up, and Zapier will make a new Agile CRM deal whenever you create a new Proposify proposal.
Note: This Zapier integration doesn't import already created Proposify proposals into Agile CRM, only new proposals after you've set it up.
How this Agile CRM-Proposify integration works
- You create a new proposal in Proposify.
- Zapier automatically creates a deal for you in Agile CRM.
Apps involved
- Proposify
- Agile CRM
It's easy to connect Proposify + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.
Triggers when a proposal is created.
Creates New Contact in the Agile CRM.
Triggers when a new Deal is added in AgileCRM.
Create a deal in the Agile CRM.
Triggers when a new ticket is added in Agile CRM.
Create a Task for the Contact.
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