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!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

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
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Proposal Won
Triggers when a proposal is accepted by a client.
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

How Proposify + SharpSpring Integrations Work

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.