Proposify

Proposify + Contactually Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Contactually, with as many as 76 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
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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.

Bucket Contact

Add the contact to a bucket.

New Bucketed Contact

Triggered when a contact is added to the specified bucket.

Create Task

Create a new Task.

New Contact

Triggers when a new Contact is created.

Create/Update Contact

Creates a new contact or updates an existing contact.

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

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.

See Contactually Integrations