Proposify Integrations

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Integrate Slack with Proposify

Slack

Team Chat
Integrate Google Drive with Proposify

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate ActiveCampaign with Proposify

ActiveCampaign

Marketing Automation
Integrate Pipedrive with Proposify

Pipedrive

CRM (Customer Relationship Management)
Integrate Google Sheets with Proposify

Google Sheets

Google +1Google, Spreadsheets
Integrate Asana with Proposify

Asana

Project Management
Integrate HubSpot with Proposify

HubSpot

Marketing Automation
Integrate Gmail with Proposify

Gmail

Email +1Email, Google
Integrate QuickBooks Online with Proposify

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Keap Max Classic with Proposify

Keap Max Classic

Marketing Automation +1Marketing Automation, Premium
Integrate Salesforce with Proposify

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate SharpSpring with Proposify

SharpSpring

Marketing Automation
Integrate Xero with Proposify

Xero

Accounting +1Accounting, Premium
Integrate Wufoo with Proposify

Wufoo

Forms & Surveys
Integrate monday.com with Proposify

monday.com

Project Management
Integrate Airtable with Proposify

Airtable

Databases
Integrate Zoho CRM with Proposify

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate ClickUp with Proposify

ClickUp

Project Management
Integrate Podio with Proposify

Podio

Project Management
Integrate Mailchimp with Proposify

Mailchimp

Email Newsletters
Integrate Google Forms with Proposify

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Trello with Proposify

Trello

Project Management
Integrate Wave with Proposify

Wave

Accounting
Integrate Copper with Proposify

Copper

CRM (Customer Relationship Management)
Integrate HighLevel with Proposify

HighLevel

Marketing Automation
Integrate Basecamp 3 with Proposify

Basecamp 3

Project Management
Integrate Zendesk Sell with Proposify

Zendesk Sell

CRM (Customer Relationship Management)
Integrate Teamwork with Proposify

Teamwork

Project Management
Integrate Dropbox with Proposify

Dropbox

File Management & Storage
Integrate Close with Proposify

Close

CRM (Customer Relationship Management)
Integrate Stripe with Proposify

Stripe

Payment Processing
Integrate Ontraport with Proposify

Ontraport

Marketing Automation
Integrate Google Calendar with Proposify

Google Calendar

Calendar +1Calendar, Google
Integrate JotForm with Proposify

JotForm

Forms & Surveys
Integrate Agile CRM with Proposify

Agile CRM

CRM (Customer Relationship Management)
Integrate Google Docs with Proposify

Google Docs

Documents +1Documents, Google
Integrate Harvest with Proposify

Harvest

Time Tracking Software
Integrate Microsoft Excel with Proposify

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate FreshBooks with Proposify

FreshBooks

Accounting
Integrate Accelo with Proposify

Accelo

Project Management
Integrate Freshsales with Proposify

Freshsales

CRM (Customer Relationship Management)
Integrate Calendly with Proposify

Calendly

Scheduling & Booking
Integrate ClickFunnels with Proposify

ClickFunnels

Marketing Automation
Integrate Streak with Proposify

Streak

CRM (Customer Relationship Management)
Integrate HelloSign with Proposify

HelloSign

Signatures
Integrate Citrix ShareFile with Proposify

Citrix ShareFile

File Management & Storage
Integrate Teamwork CRM with Proposify

Teamwork CRM

Beta +1Beta, CRM (Customer Relationship Management)
Integrate ProWorkflow with Proposify

ProWorkflow

Project Management
Integrate Spiro with Proposify

Spiro

CRM (Customer Relationship Management)
Integrate Microsoft Outlook with Proposify

Microsoft Outlook

Email +1Email, Microsoft
Integrate Insightly with Proposify

Insightly

CRM (Customer Relationship Management)
Integrate Microsoft Dynamics 365 CRM with Proposify

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Microsoft, Premium
Integrate Autotask with Proposify

Autotask

CRM (Customer Relationship Management)
Integrate ConnectWise Manage with Proposify

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Front with Proposify

Front

Email
Integrate Help Scout with Proposify

Help Scout

Customer Support
Integrate noCRM.io with Proposify

noCRM.io

CRM (Customer Relationship Management)
Integrate Nimble with Proposify

Nimble

CRM (Customer Relationship Management)
Integrate Keap with Proposify

Keap

CRM (Customer Relationship Management)
Integrate Google Slides with Proposify

Google Slides

Documents +1Documents, Google
Integrate Zoho Cliq with Proposify

Zoho Cliq

Website Builders
Integrate Scoro with Proposify

Scoro

Project Management
Integrate Google Contacts with Proposify

Google Contacts

Contact Management +1Contact Management, Google
Integrate Jira Software Cloud with Proposify

Jira Software Cloud

Project Management
Integrate Wrike with Proposify

Wrike

Project Management
Integrate Knack with Proposify

Knack

Databases
Integrate Invoice Ninja with Proposify

Invoice Ninja

Proposal & Invoice Management
Integrate Cognito Forms with Proposify

Cognito Forms

Forms & Surveys
Integrate Microsoft Teams with Proposify

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Drip with Proposify

Drip

Drip Emails
Integrate Process Street with Proposify

Process Street

Product Management
Integrate Infinity with Proposify

Infinity

Project Management
Integrate Salesmate with Proposify

Salesmate

CRM (Customer Relationship Management)
Integrate ConvertKit with Proposify

ConvertKit

Drip Emails
Integrate Smartsheet with Proposify

Smartsheet

Spreadsheets
Integrate JobNimbus with Proposify

JobNimbus

CRM (Customer Relationship Management)
Integrate Vtiger CRM with Proposify

Vtiger CRM

CRM (Customer Relationship Management)
Integrate Typeform with Proposify

Typeform

Forms & Surveys
Integrate DocuSign with Proposify

DocuSign

Signatures
Integrate Zendesk with Proposify

Zendesk

Customer Support +1Customer Support, Premium
Integrate Intercom with Proposify

Intercom

Customer Support
Integrate OneDrive with Proposify

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate FreshBooks Classic with Proposify

FreshBooks Classic

Accounting
Integrate Databox with Proposify

Databox

Dashboards
Integrate ServiceM8 with Proposify

ServiceM8

Scheduling & Booking
Integrate Cloze with Proposify

Cloze

CRM (Customer Relationship Management)
Integrate Freshworks CRM with Proposify

Freshworks CRM

CRM (Customer Relationship Management)
Integrate FreeAgent with Proposify

FreeAgent

Accounting
Integrate WHMCS with Proposify

WHMCS

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Facebook Lead Ads with Proposify

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Gravity Forms with Proposify

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Wix Automations with Proposify

Wix Automations

CRM (Customer Relationship Management)
Integrate PayPal with Proposify

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Square with Proposify

Square

Payment Processing
Integrate Lob with Proposify

Lob

Printing
Integrate Acuity Scheduling with Proposify

Acuity Scheduling

Scheduling & Booking
Integrate Squarespace with Proposify

Squarespace

Forms & Surveys
Integrate Dubsado with Proposify

Dubsado

CRM (Customer Relationship Management)
Integrate Chargebee with Proposify

Chargebee

Payment Processing
Integrate Coda with Proposify

Coda

Documents
Integrate Zoho Mail with Proposify

Zoho Mail

Email +1Email, Zoho
Integrate Teamleader with Proposify

Teamleader

CRM (Customer Relationship Management)
Integrate Jobber with Proposify

Jobber

Scheduling & Booking
Integrate Daylite with Proposify

Daylite

CRM (Customer Relationship Management)
Integrate Growth Hound with Proposify

Growth Hound

Beta +1Beta, Marketing
Integrate Canopy with Proposify

Canopy

Accounting +1Accounting, Beta
Integrate WPForms with Proposify

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate SurveyMonkey with Proposify

SurveyMonkey

Forms & Surveys
Integrate Zoho Books with Proposify

Zoho Books

Accounting +1Accounting, Zoho
Integrate Salesflare with Proposify

Salesflare

CRM (Customer Relationship Management)
Integrate MobileMonkey with Proposify

MobileMonkey

Marketing Automation
Integrate Avaza with Proposify

Avaza

Project Management
Integrate Discord with Proposify

Discord

Team Chat
Integrate Shopify with Proposify

Shopify

eCommerce +1eCommerce, Premium
Integrate Webflow with Proposify

Webflow

Website Builders
Integrate Autopilot Journeys with Proposify

Autopilot Journeys

Marketing Automation
Integrate Drift with Proposify

Drift

Customer Support
Integrate Slybroadcast with Proposify

Slybroadcast

Phone & SMS
Integrate Moneybird with Proposify

Moneybird

Accounting
Integrate Skedda with Proposify

Skedda

Scheduling & Booking
Integrate Contactually with Proposify

Contactually

CRM (Customer Relationship Management)

Connect Proposify to 3,000+ Apps

  • Proposify logoSlack logo

    Share Proposify won proposals in Slack

    Proposify + Slack

  • Proposify logoDropbox logo

    Save Proposify won proposals to Dropbox

    Proposify + Dropbox

  • Proposify logoTeamwork logo

    Create Teamwork projects from won proposals in Proposify

    Proposify + Teamwork

  • Pipedrive logoProposify logo

    Turn Pipedrive people into Proposify clients

    Pipedrive + Proposify

  • Proposify logoSlack logo

    Share new Proposify proposals in Slack

    Proposify + Slack

  • Pipedrive logoProposify logo

    Create proposals in Proposify for new stages in Pipedrive deals

    Pipedrive + Proposify

Proposify Integration Details

The following Proposify Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Create Client

    Creates a new client.

  • Create Proposal

    Creates a new proposal.

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