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?
Create Close leads from new Proposify proposals
Close gives you a crisp and clear overview of your leads, calls, tasks and reminders. With this Zapier integration you can have your Close leads merged with Proposify. Set it up, and Zapier will automatically generating new Close leads from your Proposify proposals.
Note: This Zapier integration doesn't import already created Proposify proposals into Close, only new proposals after you've set it up.
How This Proposify-Close Integration Works
- You create a new proposal in Proposify
- Zapier automatically creates a new lead for you in Close
- Proposify account with owner privileges
- Close account
It's easy to connect Proposify + Close 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.
Runs a sent email report for your organization.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Runs a status change report for your organization.
Triggers when a new event is created.
Creates a new note.
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