API & Integrations

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

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34 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 over a week ago

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 over a week ago

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 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

InfusionSoft

How to connect your InfusionSoft 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 Basic Integration - Setting Up

Looking to install our one-way Salesforce integration? Here's a quick guide to help you out!
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Written by Allan Duquette
Updated over a week ago

Salesforce Premium Integration - Setting Up

Looking to set up your Salesforce advanced integration? Click here to see where to get started.
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Written by Allan Duquette
Updated over a week ago

Salesforce Premium - Uninstalling the Salesforce Premium Integration

Is the Salesforce Premium integration not for you? Here’s how to uninstall the Salesforce Advanced integration from your Salesforce account.
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Written by Allan Duquette
Updated over a week ago

Salesforce - Customizing Your Integration

You've set up your Salesforce integration. Here's how to make it work for your company's workflow.
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Written by Allan Duquette
Updated over a week ago

Salesforce - Creating/Linking Opportunities In Proposify (Basic and Premium)

Here's a guide on linking your proposals to opportunities in salesforce.
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Written by Allan Duquette
Updated over a week ago

Salesforce Premium Integration - Creating Your Proposal In Salesforce

Is your tab bar looking crowded? Here's how to build and send proposals from Salesforce.
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Written by Allan Duquette
Updated over a week ago

Salesforce Premium Integration - Tips and Tricks

Looking to get the most out of your Salesforce premium integration? Here are a few tricks to save time and close your deal even faster.
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Written by Allan Duquette
Updated over a week ago

Salesforce Integration - Basic or Premium?

Looking to see which version of our Salesforce integration is right for you? Here's a quick overview of the differences between the two.
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Written by Allan Duquette
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