Propovo
All integrations

Keep proposal activity beside your Salesforce contacts.

Connect the Salesforce environment your workspace uses. Prepare proposals in Propovo and choose the activity you want recorded against matching Salesforce contacts.

Use Salesforce with Propovo

What Salesforce connects

  • Contact import

    Manually sync Salesforce contacts into Propovo and review the import result.

  • Proposal Tasks

    Record selected proposal activity as Salesforce Tasks against an existing contact matched by client email.

  • Opportunity destination

    Choose the available sales process and stage for optional Opportunity creation or mapped updates after acceptance.

Set it up

  1. Choose your environment

    Open Settings → Integrations, choose Production or Sandbox, and complete any required administrator package installation.

  2. Authorise Salesforce

    Connect your account for the current Propovo workspace. Package installation and account authorisation are separate steps.

  3. Import the contacts you need

    Use Sync contacts to import or update CRM contacts in Propovo. Review the result before preparing a proposal.

  4. Choose proposal updates

    Enable proposal activity updates. If you want accepted proposals to create deals, enable that option and choose the destination pipeline and stage.

Connection details

  • Your Salesforce administrator may need to install the Propovo integration package and permit the app. Your Salesforce edition, API access and object permissions still apply.
  • Activity Tasks need a matching Salesforce contact. A missing contact or required custom field can prevent a write.
  • Contact imports are manual. This connection does not continuously mirror Salesforce or import existing Opportunity context into a document.

Keep exploring

Put it to work in your next proposal.

Create your account and configure the connection from Settings.

Create free