Integrations

Plugs into the tools you already run on.

The win isn’t another dashboard to check — it’s a deal that moves itself. The moment a client signs, the proposal can push into your CRM, kick off the project, and take payment. Signed → paid → kicked-off, without re-keying a thing.

Start freeHow we handle your data
The lineup
3live today
13on the roadmap

Available integrations connect inside the app, in Settings → Integrations. Coming-soon ones are on the roadmap — tell us which you need and we’ll prioritize.

Every connection, by category

The stack around a signed deal.

Connect the available ones in a couple of clicks inside the app. The rest are on the roadmap — no badge we haven’t earned.

CRM

4
Available
HubSpot
CRM
Push an accepted deal into your pipeline the moment it’s signed.
Start free
Coming soon
Salesforce
CRM
Sync won proposals to opportunities and keep amounts in step.
On the roadmap
Coming soon
Pipedrive
CRM
Move a signed deal straight into your Pipedrive stages.
On the roadmap
Coming soon
Zoho CRM
CRM
Create and update Zoho records from accepted proposals.
On the roadmap

Accounting

2
Coming soon
QuickBooks
Accounting
Draft the invoice from the signed scope and totals.
On the roadmap
Coming soon
Xero
Accounting
Send accepted proposal lines through to Xero invoicing.
On the roadmap

Payments

1
Coming soon
Stripe
Payments
Collect a deposit on accept — pay-on-accept, on the same page.
On the roadmap

Notifications

2
Coming soon
Slack
Notifications
Get a ping the moment a proposal is opened, signed, or paid.
On the roadmap
Coming soon
Microsoft Teams
Notifications
Drop deal events into the channel your team already watches.
On the roadmap

Automation

2
Coming soon
Zapier
Automation
Wire proposal events into thousands of apps, no code.
On the roadmap
Coming soon
Make
Automation
Build visual scenarios off any proposal lifecycle event.
On the roadmap

Email

1
Coming soon
Gmail / Google Workspace
Email
Send and track proposal follow-ups from your own inbox.
On the roadmap

Data

1
Coming soon
Google Sheets
Data
Stream accepted deals and totals into a live sheet.
On the roadmap

Don’t see yours?

Tell us the tool your deals flow into and we’ll weigh it on the roadmap. The integrations our customers ask for ship first.

Request an integration

Win the deal, then let it move itself.

Start free, build a proposal that signs and pays on one page, then connect your CRM and project tools in Settings → Integrations.

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