Over the last four weeks we have continued to refine lists, copy and pasting, and formatting. You can now add due dates and notes to invoices when created through Proposify.įreshbooks, Quickbooks, and Harvest now accept due dates and notes for invoices. Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text. You can also see the proposal value and even download the PDF right from Zoho once the proposal is won.Įnhancements to Xero, Harvest, Freshbooks, and Quickbooks. Send information between Insightly and Wave automatically, without writing any code, using Zoho Flow. You can access the proposal in Proposify with just one click. Now that the proposal is created you can follow the progress right in Zoho. It defaults to add them, so you don't miss out. If you have existing deals, you can link the proposal to them as well. When you create proposals, you can decide whether or not you want to track in Zoho. ![]() With your stages setup complete, you can import your contacts, save your settings, and get Proposifying! Zoho comes with preset stages, making it quick to set up. Once connected, you can set up the proposal journey as it moves through the sales process. Top 3 Insightly Integrations: Slack, QuickBooks, and PandaDoc. Getting started is much like the Insightly integration, you connect to Zoho by entering the API key. Integrating your Proposify account with Zoho will give you access to its plethora of business tools, namely the CRM. If you already have deals in Inslightly, you can link the proposal to one of those, too.Īs the sale progresses you can track it in Insightly through to the finish line, access the proposal in Proposify with just one click, and download the winning proposal's PDF right from Insightly. If you don't want a deal entered, you can select that option as well. When you create a proposal, a deal is automatically created in Insightly. Now that you've set up Insightly and imported the contacts, save your settings and get winning! You can search and choose individual contacts you want to import, or you can select them all to import to Proposify. Once you've entered your API key, connected to Insightly, and have a pipeline, you can select the stages you want the proposal to move to as the sale progresses through the Proposify pipeline.įrom here you can also import all your Insightly contacts by clicking Import Contacts To connect the integration, you'll need your API key from your Insightly account, which can be found in your user settings near the bottom. Schedule a demo, to find out how the Insightly to Zoho Invoice integration helps boost your business’ efficiency. ![]() To connect your integration, click on Account Settings and select Insightly. Integrate Insightly with Zoho Invoice to automate your tasks, leaving you more time to focus on business-critical processes. Our integration with Insightly will make the CRM and project management side of the sales process even easier.
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