Turn contacts into clients with this Zoho CRM to Proposify automation. Set it up, and each time a contact is created in Zoho CRM—or is added to a particular view—Zapier will create a new client in Proposify. Manage your customer relationships as you land new deals right from your CRM, and retain your valued customers.
How It Works
- A contact is added to Zoho CRM
- Zapier creates a new client in Proposify
What You Need
- Zoho CRM account
- Proposify account
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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.
Adds a new contact.
Triggered when you add a new contact.
Adds a new lead. Can be used to update an existing one too.
Triggered when you add a new lead.
Adds a new lead.