Connect Prospero integrations
Compose professional business proposals by connecting Prospero to Make to speed up your sales cycle. Integrating your document library with our workflow automation tool lets you instantly track when clients open proposals, capture legal eSignatures, and update your CRM pipelines. Sign up for a free account today to automatically turn sent proposals into closed revenue.
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App developer is its official vendor.
This app is supported and maintained by the vendor Prospero.
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Creates a new draft or published proposal
Triggers when a proposal is declined
Triggers when a proposal is downloaded
Triggers when a proposal is opened
Watch a proposal's email events
Trigger for all proposals.
Triggers when a proposal is published
Triggers when a proposal is signed
Connect any app with Prospero
Popular Prospero workflows.
Connect Prospero to your favorite apps. Automate proposal creation, sync client data, and simplify your workflows.
Supercharge Your Sales Workflows by Integrating Prospero with Make
Connect Prospero with Make to automate your entire sales workflow. Instantly generate proposals, update your CRM, sync invoices, and send team notifications without any manual work.
Instantly generate new proposal drafts in Prospero whenever a new lead is added to your CRM or form builder.
Keep your team updated by automatically sending Slack or Discord messages the moment a client views or signs a proposal.
Automatically create invoices in QuickBooks or Xero as soon as a client signs a Prospero proposal.
Keep your sales pipeline accurate by automatically moving deals to 'Won' when a proposal is electronically signed.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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