Optimize Proposals by Integrating Proposify with Nutshell CRM
Our Marketplace integration with Proposify powers:
- Updating a Nutshell lead when a proposal is created, sent or signed
- Logging a Nutshell activity when a Proposify quote is sent
What is our App Marketplace?
We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.
Have more questions about this integration? Start a free trial and chat with our sales team!
Requirements for integrating Proposify with Nutshell
To set up this integration, you will need a Proposify account.
FAQs: Integrating Proposify with Nutshell
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Do I need a specific Nutshell plan to use the Proposify integration?
No, the Proposify integration is accessible to all Nutshell users, regardless of your plan. From Foundation to Enterprise, you can integrate Proposify through our App Marketplace. The setup and Zapier costs are covered—no additional fees needed.
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What specific data syncs between Nutshell and Proposify?
When you create, send, or sign a proposal in Proposify, Nutshell automatically updates your lead status. When a Proposify quote is sent, Nutshell logs the activity automatically. This keeps your CRM synchronized with proposal progress without manual data entry.
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Why should I integrate Proposify with Nutshell instead of using them separately?
Integration eliminates manual data entry between systems, keeping your team aligned and saving time. You’ll track proposal progress automatically in Nutshell, follow up at the right moment based on engagement, and maintain a single source of truth for all client interactions and deal status.
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Does Nutshell have its own built-in proposal or quoting tools?
Yes, Nutshell Quotes & Invoices lets you create, send, and track quotes and invoices directly in your CRM for $67/month. It’s perfect for simple quoting. Proposify is ideal if you need advanced proposal design, detailed proposal tracking, e-signatures, and sophisticated engagement analytics.
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Where can I get help setting up the Proposify integration?
Our support team is ready to help! Use the help icon in Nutshell to chat or email us (Monday–Friday, 7:30 am–5:30 pm EST). You can also email support@nutshell.com, visit support.nutshell.com for integration guides, or contact our sales team at nutshell.com/contact for setup assistance.
