Zapier Integration
Connect PreSales.io to 3,000+ apps with Zapier. Automate your workflows, sync data across tools, and save hours of manual work.
Watch the Setup Guide
Learn how to create your first PreSales.io Zap in under 5 minutes.
Video Tutorial
Zapier Integration Setup Guide
Before You Begin
Requirements
- Active PreSales.io account (any plan)
- Zapier account (free or paid)
- PreSales.io API key from Settings
Estimated Time
5-10 minutes
for your first Zap
Setup Instructions
- Go to zapier.com and click "Sign up"
- Create an account with your email or Google/Microsoft
- Complete the onboarding process
- Choose a plan that fits your automation needs
Available Triggers & Actions
Triggers
New Proposal Created
Triggers when a new proposal is created
Proposal Status Changed
Triggers when a proposal status is updated
Proposal Signed
Triggers when a proposal is signed by the client
New Transcript Created
Triggers when a new call transcript is added
New Contact Added
Triggers when a new contact is created
Actions
Create Proposal
Create a new proposal in PreSales.io
Update Proposal
Update an existing proposal
Create Contact
Add a new contact to PreSales.io
Update Contact
Update contact information
Add Note
Add a note to a proposal or contact
Integration Features
3,000+ App Connections
Connect PreSales.io to thousands of apps including CRMs, email, project management, and more.
Multi-Step Automations
Create complex workflows with multiple steps, filters, and conditional logic.
Triggers & Actions
Use PreSales.io events as triggers or perform actions based on events from other apps.
No Code Required
Build powerful automations without writing any code using Zapier visual builder.
Troubleshooting
API key not working
Ensure you are using the correct API key from Settings → API in PreSales.io. API keys are user-specific. Try generating a new key if the issue persists.
Trigger not firing
Verify that the trigger event is actually occurring in PreSales.io. Check Zapier task history for errors. Ensure your Zap is turned on and not paused.
Missing data in Zap
Some fields may be optional in PreSales.io. Use Zapier filters to handle missing data, or set default values for required fields in connected apps.
Zap running too often
Add filters to your Zap to only run on specific conditions. You can filter by proposal status, amount, or any other field to reduce unnecessary runs.
Frequently Asked Questions
Ready to Automate Your Workflow?
Connect PreSales.io to your favorite apps with Zapier.