API & Integrations

How to connect your Proposify account to third-party software and automate your sales process

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23 articles in this collection
Written by Allan Duquette and Nick Gaston
CRM

Harvest

How to connect your Harvest account with Proposify
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Written by Nick Gaston
Updated over a week ago

Highrise

How to connect your Highrise account with Proposify
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Written by Nick Gaston
Updated over a week ago

Hubspot - Creating and Customizing Your Integration

Everything to do with linking your Hubspot and Proposify accounts, and customizing how your integration behaves.
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Written by Allan Duquette
Updated this week

Hubspot - Importing Your Contacts

How to import your contacts, and everything you were afraid to ask about what "live, two-way sync" means.
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Written by Allan Duquette
Updated this week

Hubspot - Linking Deals to Proposals in Proposify

A guide on linking, creating, changing and disconnecting links from your Proposify proposals to your Hubspot deals.
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Written by Allan Duquette
Updated this week

Hubspot - Using Proposify Within Hubspot

Looking to keep your tab list down? Here's a guide on how to work on Proposify proposals within Hubspot.
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Written by Allan Duquette
Updated this week

InfusionSoft

How to connect your InfusionSoft account with Proposify
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Written by Nick Gaston
Updated over a week ago

Insightly

How to connect your Insightly account with Proposify
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Written by Nick Gaston
Updated over a week ago

Pipedrive

How to connect your Pipedrive account with Proposify
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Written by Nick Gaston
Updated over a week ago

Podio

Integrating Podio with your Proposify account
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Written by Nick Gaston
Updated over a week ago

Salesforce

How to connect your Salesforce account with Proposify
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Written by Nick Gaston
Updated over a week ago

Zoho CRM

Integrating Zoho CRM with your Proposify account
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Written by Nick Gaston
Updated over a week ago