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Proposify Integrations

Proposal & Invoice Management

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Integrate Slack with Proposify

Slack

Team Chat
Integrate Google Drive with Proposify

Google Drive

File 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, Spreadsheets
Integrate Asana with Proposify

Asana

Project Management
Integrate HubSpot with Proposify

HubSpot

Marketing Automation
Integrate Gmail with Proposify

Gmail

Email, Google
Integrate QuickBooks Online with Proposify

QuickBooks Online

Accounting, Premium
Integrate Keap Max Classic with Proposify

Keap Max Classic

Marketing Automation, Premium
Integrate Salesforce with Proposify

Salesforce

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

SharpSpring

Marketing Automation
Integrate Xero with Proposify

Xero

Accounting, Premium
Integrate ClickUp with Proposify

ClickUp

Project Management
Integrate Airtable with Proposify

Airtable

Databases
Integrate Wufoo with Proposify

Wufoo

Forms & Surveys
Integrate Trello with Proposify

Trello

Project Management
Integrate Podio with Proposify

Podio

Project Management

Mailchimp

Email Newsletters
Integrate LeadConnector with Proposify

LeadConnector

Marketing Automation
Integrate Google Forms with Proposify

Google Forms

Forms & Surveys, Google
Integrate Wave with Proposify

Wave

Accounting
Integrate Copper with Proposify

Copper

CRM (Customer Relationship Management)
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 Calendly with Proposify

Calendly

Scheduling & Booking
Integrate Close with Proposify

Close

CRM (Customer Relationship Management)
Integrate Stripe with Proposify

Stripe

Payment Processing
Integrate JotForm with Proposify

JotForm

Forms & Surveys
Integrate Ontraport with Proposify

Ontraport

Marketing Automation
Integrate Harvest with Proposify

Harvest

Time Tracking Software
Integrate Agile CRM with Proposify

Agile CRM

CRM (Customer Relationship Management)
Integrate Google Calendar with Proposify

Google Calendar

Calendar, Google
Integrate Google Docs with Proposify

Google Docs

Documents, Google
Integrate Microsoft Excel with Proposify

Microsoft Excel

Microsoft, Spreadsheets
Integrate FreshBooks with Proposify

FreshBooks

Accounting
Integrate Accelo with Proposify

Accelo

Project Management
Integrate Insightly with Proposify

Insightly

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

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium
Integrate Streak with Proposify

Streak

CRM (Customer Relationship Management)
Integrate ClickFunnels with Proposify

ClickFunnels

Marketing Automation
Integrate Microsoft Outlook with Proposify

Microsoft Outlook

Email, Microsoft
Integrate Keap with Proposify

Keap

CRM (Customer Relationship Management)
Integrate Teamwork CRM with Proposify

Teamwork CRM

Beta, CRM (Customer Relationship Management)
Integrate Citrix ShareFile with Proposify

Citrix ShareFile

File Management & Storage
Integrate Scoro with Proposify

Scoro

Project Management
Integrate HelloSign with Proposify

HelloSign

Signatures
Integrate Help Scout with Proposify

Help Scout

Customer Support
Integrate monday.com with Proposify

monday.com

Project Management
Integrate ConnectWise Manage with Proposify

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate ProWorkflow with Proposify

ProWorkflow

Project Management
Integrate Autotask with Proposify

Autotask

CRM (Customer Relationship Management)
Integrate Cognito Forms with Proposify

Cognito Forms

Forms & Surveys
Integrate Nimble with Proposify

Nimble

CRM (Customer Relationship Management)
Integrate Spiro with Proposify

Spiro

CRM (Customer Relationship Management)
Integrate Microsoft Teams with Proposify

Microsoft Teams

Microsoft, Team Chat
Integrate Jira Software Cloud with Proposify

Jira Software Cloud

Project Management
Integrate Knack with Proposify

Knack

Databases
Integrate noCRM.io with Proposify

noCRM.io

CRM (Customer Relationship Management)
Integrate Typeform with Proposify

Typeform

Forms & Surveys
Integrate Google Contacts with Proposify

Google Contacts

Contact Management, Google
Integrate Google Slides with Proposify

Google Slides

Documents, Google
Integrate Front with Proposify

Front

Email
Integrate Zoho Cliq with Proposify

Zoho Cliq

Website Builders
Integrate DocuSign with Proposify

DocuSign

Signatures
Integrate Wrike with Proposify

Wrike

Project Management
Integrate JobNimbus with Proposify

JobNimbus

CRM (Customer Relationship Management)
Integrate Intercom with Proposify

Intercom

Customer Support
Integrate Drip with Proposify

Drip

Drip Emails
Integrate Invoice Ninja with Proposify

Invoice Ninja

Proposal & Invoice Management
Integrate Salesmate with Proposify

Salesmate

CRM (Customer Relationship Management)
Integrate Gravity Forms with Proposify

Gravity Forms

Forms & Surveys, WordPress
Integrate OneDrive with Proposify

OneDrive

File Management & Storage, Microsoft
Integrate Smartsheet with Proposify

Smartsheet

Spreadsheets
Integrate Capsule CRM with Proposify

Capsule CRM

CRM (Customer Relationship Management)
Integrate Vtiger CRM with Proposify

Vtiger CRM

CRM (Customer Relationship Management)
Integrate Zendesk with Proposify

Zendesk

Customer Support, Premium
Integrate Freshsales Classic with Proposify

Freshsales Classic

CRM (Customer Relationship Management)
Integrate Pipefy with Proposify

Pipefy

Project Management
Integrate FreshBooks Classic with Proposify

FreshBooks Classic

Accounting
Integrate Daylite with Proposify

Daylite

CRM (Customer Relationship Management)
Integrate Freshsales Suite with Proposify

Freshsales Suite

CRM (Customer Relationship Management)
Integrate Twilio with Proposify

Twilio

Phone & SMS
Integrate ConvertKit with Proposify

ConvertKit

Drip Emails
Integrate PayPal with Proposify

PayPal

Payment Processing, Premium
Integrate Square with Proposify

Square

Payment Processing
Integrate ClickSend SMS with Proposify

ClickSend SMS

Phone & SMS
Integrate Cloze with Proposify

Cloze

CRM (Customer Relationship Management)
Integrate Syncro with Proposify

Syncro

CRM (Customer Relationship Management)
Integrate FreeAgent with Proposify

FreeAgent

Accounting
Integrate WHMCS with Proposify

WHMCS

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

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Wix Automations with Proposify

Wix Automations

CRM (Customer Relationship Management)
Integrate WPForms with Proposify

WPForms

Forms & Surveys, WordPress
Integrate Dubsado with Proposify

Dubsado

CRM (Customer Relationship Management)
Integrate ServiceM8 with Proposify

ServiceM8

Scheduling & Booking
Integrate Databox with Proposify

Databox

Dashboards
Integrate Lob with Proposify

Lob

Printing
Integrate Active Collab with Proposify

Active Collab

Project Management
Integrate Acuity Scheduling with Proposify

Acuity Scheduling

Scheduling & Booking
Integrate Squarespace with Proposify

Squarespace

Forms & Surveys
Integrate Dropbox with Proposify

Dropbox

File Management & Storage
Integrate Clockify with Proposify

Clockify

Time Tracking Software
Integrate Chargebee with Proposify

Chargebee

Payment Processing
Integrate Coda with Proposify

Coda

Documents
Integrate Zoho Mail with Proposify

Zoho Mail

Email, Zoho
Integrate Bark with Proposify

Bark

CRM (Customer Relationship Management)
Integrate Zoho Books with Proposify

Zoho Books

Accounting, Zoho
Integrate Teamleader with Proposify

Teamleader

CRM (Customer Relationship Management)
Integrate Agendor with Proposify

Agendor

CRM (Customer Relationship Management)
Integrate Growth Hound with Proposify

Growth Hound

Beta, Marketing
Integrate Canopy with Proposify

Canopy

Accounting, Beta
Integrate Webflow with Proposify

Webflow

Website Builders
Integrate Microsoft Office 365 with Proposify

Microsoft Office 365

Email, Microsoft
Integrate MobileMonkey with Proposify

MobileMonkey

Marketing Automation
Integrate Salesflare with Proposify

Salesflare

CRM (Customer Relationship Management)
Integrate eSign Genie with Proposify

eSign Genie

Beta, Signatures
Integrate Shopify with Proposify

Shopify

eCommerce, Premium
Integrate SurveyMonkey with Proposify

SurveyMonkey

Forms & Surveys
Integrate Autopilot Journeys with Proposify

Autopilot Journeys

Marketing Automation
Integrate Clio with Proposify

Clio

CRM (Customer Relationship Management)
Integrate 17hats with Proposify

17hats

CRM (Customer Relationship Management)
Integrate Nutshell with Proposify

Nutshell

CRM (Customer Relationship Management)

Popular ways to use Proposify workflows

  • Share Proposify won proposals in Slack

    • Proposify logo
    • Slack logo
    Proposify + Slack
    More details
    1. When this happens

      Step 1: Proposal Won

    2. Then do this

      Step 2: Send Channel Message

    Share Proposify won proposals in Slack

    Share Proposify won proposals in Slack
    • Proposify logo
    • Slack logo
    Proposify + Slack
  • Save Proposify won proposals to Dropbox

    • Proposify logo
    • Dropbox logo
    Proposify + Dropbox
    More details
    1. When this happens

      Step 1: Proposal Won

    2. Then do this

      Step 2: Upload File

  • Create Teamwork projects from won proposals in Proposify

    • Proposify logo
    • Teamwork logo
    Proposify + Teamwork
    More details
    1. When this happens

      Step 1: Proposal Won

    2. Then do this

      Step 2: Create Project

  • Turn Pipedrive people into Proposify clients

    • Pipedrive logo
    • Proposify logo
    Pipedrive + Proposify
    More details
    1. When this happens

      Step 1: New Person

    2. Then do this

      Step 2: Create Client

  • Share new Proposify proposals in Slack

    • Proposify logo
    • Slack logo
    Proposify + Slack
    More details
    1. When this happens

      Step 1: Proposal Created

    2. Then do this

      Step 2: Send Channel Message

Supported triggers and actions

What does this mean?
proposify logo
proposify logo
proposify logo

About Proposify

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

Related categories

  • Proposal & Invoice Management

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