Proposify + SharpSpring Integrations

How to connect Proposify + SharpSpring

Zapier lets you send info between Proposify and SharpSpring automatically—no code required.

When this happens...

automatically do this!

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action
SharpSpring
A new Account is created in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead opens an email in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead fills out a form in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead has been created in sharpspring.
Scheduled
Trigger
SharpSpring
A new Opportunity is created in SharpSpring.
Scheduled
Trigger
SharpSpring
When a lead visits a new page in SharpSpring.
Scheduled
Trigger
SharpSpring
Create an Account in SharpSpring.
Scheduled
Action
SharpSpring
Create a new Campaign in SharpSpring.
Scheduled
Action
SharpSpring
Create a Lead in SharpSpring or update by email address.
Scheduled
Action
SharpSpring
Scheduled
Action

Step 1: Authenticate Proposify and SharpSpring.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.