Proposify + Salesmate
Update Salesmate contacts whenever new proposals are sent in Proposify
When a proposal is sent through Proposify, streamline your workflow by instantly updating your contacts in Salesmate. With this automation, you can ensure your contact details are up-to-date, aligning with your actions on Proposify for a seamless business process. Now there's no need to manually transfer or check data across systems, letting you focus more on crafting perfect proposals.
When a proposal is sent through Proposify, streamline your workflow by instantly updating your contacts in Salesmate. With this automation, you can ensure your contact details are up-to-date, aligning with your actions on Proposify for a seamless business process. Now there's no need to manually transfer or check data across systems, letting you focus more on crafting perfect proposals.
- When this happens...Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
- automatically do this!Update Contact
Triggers when a new contact update is found.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
