Proposify
When this happens...
Zoho CRMNew Contact

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

  1. A contact is added to Zoho CRM
  2. Zapier creates a new client in Proposify

What You Need

  • Zoho CRM account
  • Proposify account
Premium
Zoho CRM is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
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 Contact

Adds a new contact.

New Contact

Triggered when you add a new contact.

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

New Lead

Triggered when you add a new lead.

Create Lead

Adds a new lead.

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Become a Zapier Integration Partner

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

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.

See Zoho CRM Integrations