Proposify

Proposify + Close Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Close, with as many as 314 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

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

Create Proposal

Creates a new proposal.

Proposal Created

Triggers when a proposal is created.

Run Sent Email Report

Runs a sent email report for your organization.

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Run Status Change Report

Runs a status change report for your organization.

New Event

Triggers when a new event is created.

Create Note

Creates a new note.

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

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

See Close Integrations