Zapier · Move Leads Automatically to the Step of your Choice

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How to Automatically Move a Lead to a New Step in a Pipeline of Your Choice

Automatically move leads to the step in a pipeline of your choosing as they progress in the sales process.

This guide illustrates how you can add a lead to a new step when a Proposify proposal has been accepted.


All you need to set it up are Proposify, no CRM.io, and Zapier accounts.


If you don’t have an account with no CRM.io, click here to start a FREE trial.
If you don't have an account with Proposify, click here to start a FREE trial.
If you don't have an account with Zapier, click here to sign up for a FREE trial.


Get Started

  • Set up your TRIGGER
  • Set up your ACTION
  • Set up your Second ACTION
  • Connect your TRIGGER App Account and Set Up the Trigger

    Sign into your Zapier account and click on the MAKE A ZAP! button at the very top where you will be directed to a new page:

    1. Choose the Trigger App: Proposify
    2. Choose the Trigger: Proposal Won
    3. Connect Zapier to your Proposify account by entering your API key and your account name. API Key is found in: https://ACCOUNT.proposify.com/integration/zapier/api)
    4. Test this step by having a recent created and accepted proposal.


    Connect your ACTION App Account and Set Up the Action

    1. Choose an Action App: no CRM.io
    2. Choose an Action: Change Step
    3. Connect Zapier to your no CRM.io account if you haven’t already by

  • Entering your slug/account name (https://ACCOUNT.nocrm.io)
  • Entering your API Key (Go to your no CRM.io account Admin Panel, select Webhooks and API, API Keys then click on the Create an API Key button and name it.)
  • 4. Begin to set up your template by clicking on Add a Search Step to set up the search for no CRM.io lead! Based on the proposal Zapier retrieved from Proposify in the previous step, select the email address of the client.

    5. Test the step and click on the "Add a step" button


    Connect your ACTION App Account and Set Up the Second Action

    1. Choose an Action App: no CRM.io
    2. Choose an Action: Change Step
    3. Connect Zapier to your no CRM.io account which you've already done in the second step
    4. Edit Template to select the step you want to move your lead to Based on the list of steps you've created in your no CRM.io account, select the step in the pipeline desired. In this case, we've created a new step named "Proposal"

    5. Test the step and the Action set up is finished!