Followup CRM + Proposify
Add newly-won Proposify proposals to Followup CRM
This integration automatically updates the sales status of a Proposify proposal, in Followup CRM, as soon as it's won. Make sure to stay on top of new opportunities without getting bogged down in manual refreshing or messaging.
This integration automatically updates the sales status of a Proposify proposal, in Followup CRM, as soon as it's won. Make sure to stay on top of new opportunities without getting bogged down in manual refreshing or messaging.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Upload File to Project
Upload a document or image file in a specific project
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
