Qwilr Integrations

Spending hours (or days) producing beautiful sales proposals, without ever knowing whether your clients are actually reading them? This Zapier automation will help you better manage your leads by instantly notifying you in a Slack channel of your choice whenever a client views your Qwilr project for the first time.

Note: This Zapier automation provides a notification of the first time a Qwilr project is viewed — not each subsequent instance in which the project is viewed.

How this Qwilr-Slack integration works

1. A Qwilr project is viewed for the first time
2. Zapier sends a notification to the nominated Slack channel

Apps involved

• Qwilr
• Slack

Following up with leads and knowing exactly when to do so is a constant problem for salespeople. This Zapier automation will save you time by instantly sending your client a follow up email as soon as they view your Qwilr project for the first time. You can also use this to notify yourself (or another team member) by email whenever one of your Qwilr projects are first viewed.

Note: This Zapier automation sends an email the first time a Qwilr project is viewed — not each subsequent instance in which the project is viewed.

How this Qwilr-Gmail integration works

1. A Qwilr project is viewed for the first time
2. Zapier sends out an email from Gmail

Apps involved

• Qwilr
• Gmail

It's easy to forget about keeping in touch with your clients on a regular basis. This Zapier automation will ensure that you maintain consistent contact with clients by adding them as MailChimp subscribers when the clients accept your Qwilr projects, allowing your newsletters to reach them from then on.

How this Qwilr-MailChimp integration works

1. A Qwilr project is accepted
2. Zapier adds a new subscriber to a MailChimp list of your choosing

Apps involved

• Qwilr
• MailChimp

It's difficult to keep track of sales leads — you send them proposals and quotes, but never know for certain whether they've read your documents and whether it's time for you to follow up. This Zapier automation will help you better manage your leads by instantly creating a new Trello card (in a Trello board and list of your choice) when a client views your Qwilr project for the first time.

Note: This Zapier automation creates a new card only the first time a Qwilr project is viewed — not each subsequent instance in which the project is viewed.

How this Qwilr-Trello integration works

1. A Qwilr project is viewed for the first time
2. Zapier creates a new Trello card (in a Trello board and list of your choice)

Apps involved

• Qwilr
• Trello

Struggling to keep a clean record of the proposals your clients have accepted? This Zapier automation will instantly create a new row in a Google Sheets spreadsheet (including selected data, such as deal value and the client's email address) whenever a Qwilr project is accepted.

How this Qwilr-Google Sheets integration works

1. A Qwilr project is accepted
2. Zapier creates a new row (populated with selected data) in a specific Google Sheet

Apps involved

• Qwilr
• Google Sheets