Add Proposify clients from Zoho CRM

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
Add Proposify clients from Zoho CRM
Zoho CRM integration logo

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.

Proposify integration logo

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

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