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!
Proposify
Proposal Won

Triggers when a proposal is accepted by a client.

Proposify
Create Client

Creates a new client.

Proposify
Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Proposify
Create Proposal

Creates a new proposal.

Proposify
Proposal Created

Triggers when a proposal is created.

Zoho CRM
Create Contact

Adds a new contact.

Zoho CRM
New Contact

Triggered when you add a new contact.

Zoho CRM
Create/Update Lead

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

Zoho CRM
New Lead

Triggered when you add a new lead.

Zoho CRM
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.