Proposify + Salesmate Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Salesmate, with as many as 72 possible integrations. Are you ready to find your productivity superpowers?
Create Proposify clients from new Salesmate contacts
Keeping your contact lists up-to-date can take up precious time. Use this integration, and Zapier will automatically create new clients in Proposify each time a new contact is added in Salesmate. That way, you can push your contact lists into Proposify and deliver winning proposals to your clients.
How this Salesmate-Proposify integration works
- A new contact is added to Salesmate
- Zapier adds this customer as a client in Proposify
It's easy to connect Proposify + Salesmate 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.
Creates a New Contact.
Triggers when a New Activity is created.
Updates an existing Company.
Triggers when a New Deal is created.
Creates a New Company.
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