Quote Roller
When this happens...
Quote RollerNew Proposal
Then do this...
SharpSpringCreate/Update Opportunity

If you're trying to keep your automated marketing workflows triggering as efficiently as possible, don't create bottleneck between Quote Roller and SharpSpring due to manual entry. Set up this Zap instead! From then on, every new propsal on Quote Roller will also trigger the creation or update of a new opportunity on SharpSpring, bringing with it all the information you need to stay on top of those potentials at all times.

How It Works

  1. A new proposal is created on Quote Roller
  2. Zapier automatically adds or updates an opportunity on SharpSpring

What You Need

  • Quote Roller account
  • SharpSpring account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Quote Roller + SharpSpring and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Category

Triggers on a new category

Create Note

Creates a new note on a proposal

New Product

Triggers on a new product

Create Contact

Creates a contact

New Service

Triggers whenever a new service is added to your catalog

Create Company

Create a company that can be used for proposals

New Company

Triggers when a new company is added!

Create Proposal

Creates a new proposal!

New Note

Triggers when a new note is added to a proposal

Create Account

Create an Account in SharpSpring.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Create polished, professional proposals in minutes.

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

See SharpSpring Integrations

Connect Quote Roller + SharpSpring

Connect the apps you use everyday and find your productivity super-powers.

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