Overloop + Proposify
Create new Proposify clients from new Overloop prospects
"Streamline your client management process with this efficient workflow. Whenever a new prospect is added in Overloop, a matching client profile will immediately be created in Proposify. Eliminate manual data entry and keep your sales team focused on closing deals with this effortless pipeline management automation."
"Streamline your client management process with this efficient workflow. Whenever a new prospect is added in Overloop, a matching client profile will immediately be created in Proposify. Eliminate manual data entry and keep your sales team focused on closing deals with this effortless pipeline management automation."
- When this happens...Prospect Created
Triggers when a new prospect is created.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
About Overloop
Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
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About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.