Here's a quick guide on how to pull contacts from your integration.
Proposify makes it easy for you to import clients from a linked account, after all, you’ve spent a good deal of time and money building a client list in your CRM/Invoicing tool!
Before we start, there’s a couple of important details:
We can’t work without a few important details. To import a contact, you will need three things:
client first name
client last name
client email address
We need these for signatures to be legally binding, and also to send these proposals to your client. If your customer doesn’t have these (or if they are in a custom field), then we can't import them to Proposify.
You can import your clients from your integration in two places. The first is in Clients, found in the navigation bar:
From there, click the green +New Client button at the top right of the page:
Click “import contacts” and a list of all your active integrations will appear:
Once you click on your chosen integration, your client details in the search bar and click “search”:
NOTE: The best way to quickly search for your client, is to search using their email address.
We’ll reach out to your integration and pull any search results based on the information in the search bar:
Once you’ve selected your client, click the green “import” button at the bottom of the menu:
Once your client has been imported, we'll confirm and invite you to add more clients. If you’ve added this from the clients page, then you’ll also be able to build a proposal immediately as well: