Proposify + Nimble Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Nimble, with as many as 20 possible integrations. Are you ready to find your productivity superpowers?
Create Nimble tasks for new Proposify proposals
Managing your contacts and tasks in Nimble? With this Zapier integration, you can have your Nimble CRM and Proposify work in tandem by automatically generating Nimble tasks from new Proposify proposals. That way you'll never forget to followup after sending a new proposal to a client.
Note: This Zapier integration doesn't import already created Proposify proposals into Nimble, only new proposals after you've set it up.
How This Nimble-Proposify Integration Works
- You create a new proposal in Proposify
- Zapier automatically creates a task for you in Nimble
- Proposify account with owner privileges
- Nimble account
It's easy to connect Proposify + Nimble 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.
Create a new contact.
Triggers when a proposal is viewed by a client.
Create a new task.
Triggers when a proposal reminder is sent or marked as sent by a user.
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