Overloop + Proposify

Transform qualified Overloop prospects into new clients in Proposify

When a prospect becomes qualified in Overloop, streamline your workflow by immediately creating a new client in Proposify. This automation saves you time by eliminating manual data entry, and ensures that your Proposify records stay aligned with your prospect tracking in Overloop. Your sales process becomes more efficient and you can focus on crafting the perfect proposals for your qualified leads.

When this happens...
Deal Created
Triggers when a new deal is created.
TriggerPolling
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

Deal Created
Triggers when a new deal is created.
Trigger
Polling
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Deal Won
Triggers when a new deal is won.
Trigger
Polling
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Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Polling
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User Created
Triggers when a new user is created.
Trigger
Polling
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Organization Created
Triggers when a new organization is created.
Trigger
Polling
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Polling
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- Title
- Value
- Expected Close Date
- Owner
- PipelineRequired
- Prospect
- Organization
Action
Write
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- OrganizationRequired
- WorkflowRequired
Action
Write
- Prospect EmailRequired
Action
Write
- IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company
- Domain
Action
Write
- IdRequired
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…Required
Action
Search
- Expression to searchRequired
Action
Search
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

Deal Lost
Triggers when a new deal is lost.
Trigger
Polling
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Polling
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List Created
Triggers when a new list is created.
Trigger
Polling
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Stage Created
Triggers when a new stage is created.
Trigger
Polling
Try It
Workflow Created
Triggers when a new worklow is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- ProspectRequired
- CampaignRequired
Action
Write
- NameRequired
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- DealRequired
- WorkflowRequired
Action
Write
- ProspectRequired
- WorkflowRequired
Action
Write
- IDRequired
Action
Write
- IdRequired
- PipelineRequired
Action
Write
- IdRequired
- Title
- Value
- Expected Close Date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or emailRequired
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- NameRequired
Action
Search
- Expression to search…Required
Action
Search
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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.

Learn more

Related categories

Proposal & Invoice Management

Related Zap Templates

Create new Proposify clients from new Overloop prospects

Related Zap Templates

Create new Proposify clients from new Overloop prospects

Overloop + Proposify

Transform qualified Overloop prospects into new clients in Proposify

Deal Created

Deal Won

Campaign Created

Pipeline Created

User Created

Organization Created

Prospect Replied

Create Deal

Create Prospect

Enroll Organization

Exclude Prospect

Mark Deal as Won

Search Email

Update Organization

Search Deal

Search Organization

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Deal Lost

New Exclusion List Item

List Created

Stage Created

Workflow Created

Prospect Created

Add Prospect to Campaign

Create Organization

Enroll Deal

Enroll Prospect

Mark Deal as Lost

Move Deal

Update Deal

Update Prospect

Search List

Search Prospect

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

About Overloop

Related categories

Similar apps

Zapier Interfaces

About Proposify

Related categories

Related Zap Templates

Related Zap Templates