What is FlexData? With Proposify, variables are a powerful way to insert client/company data into your documents automatically. This data isn't always available in Proposify, or we may not have fields for certain information to be mapped to.
Our solution to this problem is FlexData. With your CRM connected to our FlexData, you can choose any record types you want to connect, and any fields you would like to use.
Currently, supported CRMs:
- Salesforce (Coming soon)
- HubSpot (Coming soon)
- Dynamics 365 CRM (Coming soon)
- Aspire (Coming soon)
Setup
Connect Proposify to your CRM from the Automations tab in Proposify. After connecting the two apps, select the record types and the fields from each record to use.
Salesforce
Aspire
Dynamics
HubSpot
How it works
Proposify FlexData is a database in Proposify that stores records from external sources.
Connect Proposify documents to CRM data
After creating a document, go to the document settings and find “Link Flex Data” on the right hand side panel.
If you have multiple data sources connected, use the dropdown in the top-left corner to switch between them.
Next, select the record type and link the required records.
Using FlexData Fields from your CRM
Data from CRMs can be used in two ways in Proposify. As individual fields, or added to “Template” rows in tables.
FlexData fields
In the editor, select “Variables” to see a list of all available fields
The record types selected during the setup will be available as fields in templates and documents.
Template Rows
For lists of data (like pricing information), tables with Template rows can be used to dynamically list all the rows of data.
Start by adding a datagrid table to the document and changing one of the row types to Template.
Next, add a FlexData field coming from a list of items to the template row.
In this example, the Document is linked to a Salesforce Opportunity, with Opportunity and Opportunity line items configured in the setup.
This will show the variable name in the template row, and generate rows for every item in the list of data. Fields can be added to the same column or in multiple columns. Each row will pull in the matching fields based on the ID of the row.
When previewing the table/when the table is not selected, the template row with the placeholders will be hidden, leaving only the data on the table.