Overview
Proposify is a web-based proposal and quoting platform used by sales teams to design, send and electronically sign proposals, with tracking of when a prospect opens and views each section.
HelloGrowthCRM does not have a native Proposify connector yet — it is on the esign / document list of planned integrations. That does not mean the two cannot work together today.
Today, teams can push Proposify's document-status webhooks into HelloGrowthCRM's inbound webhook endpoint to update lead or deal records, or connect the two through Zapier or Make for two-way field syncing.
What a Proposify link would do
- Trigger proposal creation from a HelloGrowthCRM deal stage, then log 'viewed', 'commented' and 'signed' events back onto the same deal's activity timeline.
- Move a deal to a 'Proposal Sent' stage automatically when a Proposify document status changes to Sent, and assign a follow-up task to the deal owner.
- Update deal value and close date the moment a Proposify proposal is marked Signed, and notify the owner via a WhatsApp follow-up.
How to connect Proposify today
Today, teams can push Proposify's document-status webhooks into HelloGrowthCRM's inbound webhook endpoint to update lead or deal records, or connect the two through Zapier or Make for two-way field syncing.
Best practices
- Start with the one Proposify event your team acts on most, send only that into HelloGrowthCRM, and check a week of records before adding more.
- Pick one matching key for Proposify records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
- Name an owner for the Proposify connection: whoever set up the webhook or Zap should also be the person who notices when it stops.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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