Link and Manage Integrations

Salesforce

• Customizing Your Salesforce Integration
• Field Mapping
• Installing Salesforce through Proposify
• Link Documents To A Salesforce Opportunity
• Link Your Salesforce Account To Proposify
• Salesforce

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Hubspot

• Hubspot - Creating and Customizing Your Integration
• HubSpot - Linking Deals to Proposals in Proposify
• Hubspot - Using Proposify Within Hubspot

Zapier

• Zapier
• Zapier - FAQs

Chat Widgets

• Chat Widgets
• Finding Your Site ID In Drift
• Finding Your Site ID In Intercom
• Finding your Site ID in Olark

Other Integrations

• Basecamp 3
• Freshbooks
• Gong
• Importing Contacts From Your Integration
• Pipedrive
• Quickbooks Online

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