Proposify

Proposify + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Insightly, with as many as 86 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Proposify + Insightly 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 Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Note

Create a new note in your Insightly account.

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

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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