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Google Sheets + Proposify

Google Sheets + Proposify

Google Sheets + Proposify integrations

Add new Proposify clients to Google Sheets as spreadsheet rows

Effortlessly keep track of new clients in Proposify by adding their information to a Google Sheets spreadsheet. With this workflow, whenever a new client is created in Proposify, their details will be added to a new row in your chosen Google Sheets spreadsheet. This way, you can maintain an organized and up-to-date client list without manual data entry.

  1. When this happens...
    Client Created
    Client Created
    Client CreatedTriggers when a user creates a new client.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Proposify and Google Sheets

Discover other triggers and actions you can use with Proposify and Google Sheets

  • Proposify triggers, actions, and search
    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
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  • Proposify triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search
    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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