Update Salesforce stage and add Proposal link

“Anytime a proposal is sent in Proposify, find the record in Salesforce, then update the Stage and add the Proposal link.”

created by Proposify Support

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This Zap uses the following 2 apps

Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.

Proposify + Salesforce

Check out all the other ways you can connect Proposify and Salesforce.