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Proposify + Salesmate

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.

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.

  1. When this happens...
    SalesmateSalesmate
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesmate triggers, actions, and search

    New User

    Triggers when a new user created.

    Trigger
    Scheduled
    Try It
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About Proposify

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

Related categories

  • Proposal & Invoice Management
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier