Proposify + Infusionsoft by Keap Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Infusionsoft by Keap, with as many as 98 possible integrations. Are you ready to find your productivity superpowers?
Create Proposify clients from Infusionsoft contacts
Rather than spending unnecessary time updating your client list, focus on closing new deals instead. Set up this automation, and each time a new contact is added in Infusionsoft, Zapier will create a new client in Proposify. Create the ultimate sales tool with all of your contacts in order and in one place.
How It Works
- A new contact is added in Infusionsoft
- Zapier creates a new client in Proposify
What You Need
- Infusionsoft account
- Proposify account
It's easy to connect Proposify + Infusionsoft by Keap 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 a new contact. Can be used to update existing contacts too.
Triggers when a tag gets added to a contact for the first time.
Applies a tag to an existing contact.
Triggers when you add a new opportunity.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
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