Two-way contact sync between Proposify and Close.io

ProposifyClose.io

PieSync integrates Proposify with Close.io for an automatic 2-way contacts sync. Every time you add or update a contact in Proposify, it is automatically synced with Close.io, and vice versa - eliminating import/export!

Syncing Proposify with Close.io 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 Close.io.

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About PieSync

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

About Proposify

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.

Close.io

About Close.io

Close.io was designed with the goal of making sales people as efficient as possible. Make and receive calls with just one click. Calls are automatically logged and lead activity information is made immediately available. Close more deals. Make more sales.

Try it out for yourself

More connections with Proposify and Close.io are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

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.

Kevin JohnsonAssociate Broker