Proposify + Agile CRM + Gmail Integrations
How to connect Proposify + Agile CRM + Gmail
Zapier lets you send info between Proposify and Agile CRM and Gmail automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Proposify + Agile CRM + Gmail
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Proposify, Agile CRM, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
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How Proposify + Agile CRM + Gmail Integrations Work
- Step 1: Authenticate Proposify, Agile CRM, and Gmail.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
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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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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
