Proposify

Proposify + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Salesforce, with as many as 182 possible integrations. Are you ready to find your productivity superpowers?

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Salesforce is a Premium integration on Zapier.

It's easy to connect Proposify + Salesforce 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 Lead

Create a new lead.

New Lead

Triggers when a new lead is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Custom Object

Create a new custom object (of the type you choose).

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

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations