Qwilr Integrations

Having to manually create a project once a client accepts a sales proposal can be tedious, and only slows you down. This Zapier automation will streamline the process for you by instantly creating a new Harvest project when a client accepts your Qwilr project, so you never skip a beat.

How this Qwilr-Harvest integration works

1. A Qwilr project is accepted
2. Zapier creates a new Harvest project

Apps involved

• Qwilr
• Harvest

We often forget to follow up with leads once they've reviewed our sales and marketing documents. This Zapier automation will not only remind you to follow up by creating a new Pipedrive activity but also enable you to do so in a timely manner, as soon as your Qwilr project is first viewed by a client.

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

How this Qwilr-Pipedrive integration works

1. A Qwilr project is viewed for the first time
2. Zapier creates a new Pipedrive activity

Apps involved

• Qwilr
• Pipedrive

When you publish proposals (in Qwilr or otherwise), you want to ensure that your CRM pipeline is up-to-date showing all outstanding deals with all relevant information. This Zapier automation will help you better manage your sales pipeline by instantly creating a new Pipedrive deal (populated with related data) when a Qwilr project is published.

How this Qwilr-Pipedrive integration works

1. Qwilr project is published
2. Zapier creates a new deal in Pipedrive

Apps involved

• Qwilr
• Pipedrive

Always forgetting to keep an archive of won proposals? This Zapier automation will upload a PDF copy of accepted Qwilr projects to a specified Dropbox folder. Now you have a backup of files in Dropbox to keep as a reference.

When your proposals are accepted, you want to ensure its worked on as soon as possible. This Zapier automation will automatically create a task in Podio to kick-start your workflow. That way, you can take prompt action and save time from manual processes.

After someone decides to attend your event, you'll want to provide a personalized experience. This Zapier automation helps you create beautiful Qwilr pages for each new Eventbrite attendee. You will be able to use the information your attendee has provided to craft a unique Qwilr page instantly which both saves you time as well as a great experience for your attendee.

If you're collecting data, often you'll want to have some sort of a follow-up. This integration automatically creates new Qwilr projects when someone completes your Typeform. It also gives you the flexibility to customize each Qwilr page based on data from the Typeform entry.

For the Qwilr projects you've won, you'll want to keep a record for storage and analysis purposes. This integration automatically creates a new record in Airtable for every new Qwilr project that is accepted. This saves you time from manual input and ensures you won't forget recording a data point for future use.

Analytics and dashboards are powerful when kept up to date. This integration will automatically update your dashboard in Dasheroo every time your Qwilr projects are accepted. This will give you and your team real-time visibility on the performance of your business.

Find yourself spending too much time creating tasks in Asana rather than getting work done? Spend more time working to complete new deals by automating the creation of new Asana tasks every time a Qwilr project is accepted.

Make sure you nurture and act on a lead as soon as possible. This automation will instantly create a lead in Intercom when your Qwilr project is accepted. Your intercom campaigns can now automatically run as soon as your leads accept your proposals.

Time to provide an invoice to a closed deal? Don't waste time and get it done automatically with this Zap. It creates a sales invoice in Xero when Qwilr projects are accepted. Automation saves you time from admin work, freeing up your day for more important tasks.

Make sure deals are worked on as fast as possible by automating your workflow. This automation creates and pre-fills Qwilr templates using your CRM data once a new Infusionsoft opportunity is created. Save time from manual work, especially for highly uniform transactions and processes.