PieSync integrates Proposify with Autopilot for an automatic 2-way contacts sync. Every time you add or update a contact in Proposify, it is automatically synced with Autopilot, and vice versa - eliminating import/export!
Syncing Proposify with Autopilot is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing Proposify with Autopilot.
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We're the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.
Autopilot is an easy to use multi-channel marketing automation platform. Engage your customers at just the right time with personalized email, in-app messages, SMS, and postcards. Capture leads and create a unique experience with automated messaging.
More connections with Proposify and Autopilot are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.
This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.