Proposify

Proposify + SharpSpring Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and SharpSpring, with as many as 44 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Proposify + SharpSpring and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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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 Account

Create an Account in SharpSpring.

New Account

A new Account is created in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

New Page Visit Event

When a lead visits a new page in SharpSpring.

Create/Update Opportunity

Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.

You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

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

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

See SharpSpring Integrations