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Link and Manage Integrations

Connecting your CRM or Accounting Software

Salesforce

  • Customizing Your Salesforce Integration
  • Field Mapping
  • Installing Salesforce through Proposify
  • Link Documents To A Salesforce Opportunity
  • Link Your Salesforce Account To Proposify
  • Salesforce
See all 12 articles

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
  • Harvest
  • Importing Contacts From Your Integration
  • InfusionSoft
See all 10 articles

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