How to connect Proposify + Microsoft Office 365 + Vtiger CRM
Zapier lets you send info between Proposify and Microsoft Office 365 and Vtiger CRM automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Proposify + Microsoft Office 365 + Vtiger CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Proposify, Microsoft Office 365, and Vtiger CRM. And don’t forget that you can add more apps and actions to create complex workflows.
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
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How Proposify + Microsoft Office 365 + Vtiger CRM Integrations Work
- Step 1: Authenticate Proposify, Microsoft Office 365, and Vtiger CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.