What is FlexData?
FlexData is Proposify's powerful integration system that automatically pulls field data from your Customer Relationship Management (CRM) system and seamlessly incorporates it into your proposal documents. This dynamic connection eliminates manual data entry, reduces errors, and ensures your proposals always contain the most up-to-date client information.
Currently, supported CRMs:
- Salesforce
- HubSpot
- Dynamics 365 CRM
- Aspire
- Pipedrive (Coming soon)
- Zoho (Coming soon)
How FlexData Works
FlexData creates a bridge between your CRM and Proposify, allowing you to map CRM fields directly to proposal template fields. When you create a new proposal, FlexData automatically populates the designated fields with current data from your CRM, including:
- Client contact information
- Company details
- Deal specifications
- Custom field data
- Project requirements
- Pricing information
Key Benefits
Eliminates Manual Data Entry: No more copying and pasting client information between systems. FlexData automatically pulls the data you need.
Reduces Errors: By eliminating manual transcription, FlexData significantly reduces the risk of typos, outdated information, and inconsistent data across proposals.
Saves Time: Proposal creation becomes faster and more efficient when client data populates automatically.
Ensures Data Accuracy: Your proposals always reflect the most current information stored in your CRM system.
Maintains Consistency: All proposals use standardized data formatting and structure.
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
- HubSpot
- Dynamics 365 CRM
- Aspire
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.