Create new Proposify proposals when Copper deals reach a certain stage

The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!

How this Copper-Proposify integration works

  1. A deal changes stages in Copper
  2. Zapier creates a proposal in Proposify
  3. Zapier updates the deal stage in Copper

Apps involved

  • Copper
  • Proposify
Create new Proposify proposals when Copper deals reach a certain stage
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Copper crm helps you and your team sell more faster by identifying, organizing and tracking contacts and sales opportunities right from Gmail. Since Copper requires zero data entry, salespeople can focus on their deals and managers can make better decisions with accurate, real-time data. Set up takes less than five minutes and there is minimal training required.

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