Link and Manage Integrations

• Get API Credentials

• API Overview

• Customizing Your Salesforce Integration

• Field Mapping

• Installing Salesforce through Proposify

• Link Documents To A Salesforce Opportunity

• Link Your Salesforce Account To Proposify

• Salesforce - Creating A Proposal In Salesforce

See all 12 articles

• HubSpot - Creating and Customizing Your Integration

• HubSpot - Linking Deals to Documents in Proposify

• HubSpot - Using Proposify Within HubSpot

• Zapier

• Zapier - FAQs

• Chat Widgets

• Finding Your Site ID In Drift

• Finding Your Site ID In Intercom

• Finding your Site ID in Olark

• Basecamp 3

• Freshbooks

• Gong

• Harvest

• Importing Contacts From Your Integration

• Pipedrive

See all 9 articles