Create new Proposify proposals when ProsperWorks 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 ProsperWorks. Let's close that deal - automatically!

How this ProsperWorks-Proposify integration works

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

Apps involved

  • ProsperWorks
  • Proposify
Create new Proposify proposals when ProsperWorks deals reach a certain stage
ProsperWorks integration logo

ProsperWorks CRM helps you and your team sell more faster by identifying, organizing and tracking contacts and sales opportunities right in Gmail. Since ProsperWorks requires far less 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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