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.
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.
Create an Account in SharpSpring.
A new Account is created in SharpSpring.
Create a Lead in SharpSpring or update by email address.
When a lead visits a new page in SharpSpring.
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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