Propovo

Fits the way you work.

Bring your client context, sender account and proposal updates into the workflow. Choose a connection to see what it does, how to set it up and where availability applies.

13 connections

HubSpot

CRM

Import HubSpot contacts, review selected deal context and add proposal activity to matching contacts.

Pipedrive

CRM

Import Pipedrive contacts, review selected deal context and record proposal activity against matching people.

Salesforce

CRM

Import contacts, record proposal activity as Tasks and configure optional accepted-proposal Opportunities.

Zoho CRM

CRM

Import contacts, record proposal Notes and configure optional accepted-proposal Deals.

Fathom

Sources

Select accessible Fathom meetings and import their transcripts as document sources.

Fireflies

Sources

When enabled for your workspace, connect Fireflies and import accessible meeting transcripts.

Google Drive

Sources

Choose supported Google Drive files and import their text as document sources.

Gmail

Email

Connect a Gmail account to prepare and send proposal emails from Propovo.

Outlook

Email

Connect an Outlook account to send reviewed proposal emails from Propovo.

Slack

Updates

Send selected proposal notifications to a Slack channel you choose.

Calendly

Booking

Add a Calendly booking link or widget to the proposal.

SMTP

Email

Configure an SMTP sender for proposal emails with your provider’s connection details.

Webhooks

Automation

Use proposal events and supported inbound actions with a webhook-capable automation tool.

Keep exploring

Keep the proposal moving.

Create your account, prepare your proposal and connect the tools you use.

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