Put Your Sales on Autopilot: Proposaly Is Now Integrated with Zapier

We are thrilled to announce that Proposaly is now officially available on Zapier!

If Proposaly is just one part of your sales stack, you may use multiple CRMs to manage leads, Slack to communicate with your team, and accounting software to handle invoices. Until now, moving data between these tools often meant manual copy-pasting – which is slow and prone to errors.

Starting today, you can connect Proposaly to 5,000+ apps without writing a single line of code.

Here is how you can use the Proposaly+Zapier integration to save hours of admin work every week.

1. Keep Your CRM in Sync (HubSpot, Pipedrive, Salesforce)

Stop manually updating deal stages. Set up a Zap so that when a proposal status changes in Proposaly, your CRM is automatically updated.

• Trigger: Proposal Signed

• Action: Update Deal Stage in HubSpot

2. Manage Projects Seamlessly (Asana, Trello, Monday.com)

Once the contract is signed, the handoff to the customer success or project management team should be instant.

• Trigger: Proposal Signed

• Action: Create New Project in Asana

3. Streamline Revenue Operations & Cash Flow Tracking

Ensure your accounts receivable data is always up to date without manual entry. Instantly sync signed proposals into your financial spreadsheets or systems to trigger invoicing workflows and update revenue forecasts in real-time. This eliminates data entry errors and ensures that every dollar closed is immediately recognized and ready for billing.

• Trigger: Proposal Signed

• Action: Log Receivable Entry in Google Sheets/Excel

4. Automate Archiving & Compliance (Google Drive, Dropbox, OneDrive)

Keep your legal records organized without the manual hassle. Instead of downloading every signed PDF and re-uploading it to your company drive, let Zapier do it for you instantly.

• Trigger: Proposal Signed

• Action: Upload File to Google Drive Folder

How to Get Started

Ready to build your first workflow? Find Proposaly on Zapier and start connecting your favorite apps today.