Proposify

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?

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Infusionsoft by Keap is a Premium integration on Zapier.

It's easy to connect Proposify + Infusionsoft by Keap 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.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Tag Existing Contact

Applies a tag to an existing contact.

New Opportunity

Triggers when you add a new opportunity.

Send Email

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

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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