Proposify + noCRM.io Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and noCRM.io, with as many as 97 possible integrations. Are you ready to find your productivity superpowers?
Update leads in noCRM.io for new won proposals
Find yourself spending too much time manually updating proposals statuses in your CRM? Now with the help of Zapier, the tedious work is done for you. This integration will move a lead in noCRM.io to a stage that you choose when a proposal is won in Proposify, saving you time for more important work.
How this Proposify-noCRM.io integration works
- A proposal is won in Proposify
- Zapier moved the lead in noCRM.io to a step that you configure
It's easy to connect Proposify + noCRM.io 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 row on a specific prospecting list based on the data given. This action only works for Expert edition.
Triggers when a specific step of the lead is changed. This trigger only works for Expert edition.
Creates a new lead.
Triggers when a lead is created.
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition.
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