Fresh Proposals + Salesflare

Add new Salesflare contacts to Fresh Proposals

Whenever you add a new contact to an account or you update contact details in Salesflare, it will be pushed to Fresh Proposals. Automate your sales pipeline by synchronizing your leads-contacts information between Fresh Proposals and Salesflare.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerPolling
automatically do this!
Create Client
Create the client by getting information from other platform
ActionWrite

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Supported triggers and actions

- Tag
Trigger
Polling
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Polling
Try It
- WorkflowRequired
- Event
Trigger
Polling
Try It
- AccountRequired
- ContactRequired
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write

- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- AccountRequired
- BodyRequired
- Note Date
Action
Write

- DescriptionRequired
- Account
- Reminder Date
- Assignees
Action
Write
- AccountRequired
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- OpportunityRequired
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Search or write
Client Created
Triggers when a new Company is added in Fresh Proposals .
Trigger
Instant
Try It
Proposal Created
Triggers when a new Proposal is created .
Trigger
Instant
Try It
Proposal Rejected
Triggers when a proposal rejected by client .
Trigger
Instant
Try It
- CompanyNameRequired
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email AddressRequired
- Contact Mobile Number
Action
Write

- Tag
- Type
Trigger
Polling
Try It
- Account
- Type
Trigger
Polling
Try It
- WorkflowRequired
- Step NumberRequired
- EventRequired
Trigger
Polling
Try It
- AccountRequired
- UserRequired
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- WorkflowRequired
- ContactRequired
- Met Goal?Required
Action
Write
- ContactRequired
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow NameRequired
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or write
Company Contact Added
trigger when new contact added/updated in freshproposals
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by client .
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent by a team member .
Trigger
Instant
Try It
- Template IdRequired
- Proposal NameRequired
- DueDateRequired
- Client NameRequired
- Contact EmailRequired
Action
Write

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

Related categories

Proposal & Invoice Management

About Salesflare

Salesflare is an intelligent sales CRM for small and medium-sized businesses selling B2B.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Fresh Proposals + Salesflare

Add new Salesflare contacts to Fresh Proposals

New Account

New Opportunity

New Workflow Event

Add Contact to Account

Create Account

Create Contact

Create Internal Note

Create Task

Update Account

Update Opportunity

Find Contact

Find Person

Find User

Find or Create Account

Client Created

Proposal Created

Proposal Rejected

Create Client

New Contact

New Task

New Workflow Step Event

Add User to Account

Create Call

Create Meeting

Create Opportunity

Remove Contact From Workflow

Update Contact

Find Account

Find Opportunity

Find Pipeline Stage

Find Workflow

Find or Create Contact

Company Contact Added

Proposal Accepted

Proposal Sent

Create Proposal From Template Id

About Fresh Proposals

Related categories

About Salesflare

Related categories

Similar apps

Zapier Interfaces