Salesmate + Proposify Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesmate and Proposify.


Get started with workflows like: Create Proposify clients from new Salesmate contacts. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesmate + Proposify in Minutes

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

All Triggers & Actions

New Activity

Triggers when a New Activity is created.

New Contact

Triggers when a New Contact is created.

InstantClient Commented on a Proposal

Triggers when a client has left a comment on the client view.

InstantProposal Created

Triggers when a proposal is created.

InstantProposal Sent

Triggers when a proposal is sent or marked as sent by a user.

New Company

Triggers when a New Company is created.

New Deal

Triggers when a New Deal is created.

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

How Salesmate + Proposify Integrations Work

  1. Step 1: Authenticate Salesmate + Proposify.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Salesmate + Proposify