Drag & Drop Your Way to Deeper ProsperWorks Integrations

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Erin Sumpmann
Product Marketing Manager

In a perfect world, all the platforms you use to run a business would work together in harmony and transfer data seamlessly.  But let’s be real - a lot of different systems are required to run a company. Ensuring all your platforms are working together can be a full-time job.

Luckily, robust ProsperWorks integrations powered by Tray.io make life easier. These integrations connect system APIs together and facilitate the complex cross-platform workflows your business needs to be running at optimal speed.  

Why should you care?

As the single source of truth for your business, your CRM needs to be up-to-date at all times, which means ensuring all of your systems are talking to each other. When all your systems are connected, you’ll get consolidated reporting, access to better insights and you’ll know your data is flowing into your CRM. Best of all - you can feel confident your team is making decisions based off consistent data.

What kinds of things will you be able to do?

You’ll automate routine tasks, drag and drop your way through complex workflows, and ensure your data is flowing exactly where it needs to so your applications can talk to each other. We built out several templates to get you started and provide custom solutions if the templates aren’t a fit. As long as both API’s support the action you need, we’ll make it happen. For example:

  • Drag and drop an integration to sync invoices in Quickbooks to ProsperWorks
  • Cut your time spent on lead reporting through Marketo in half
  • Get increased visibility of Zendesk support tickets in ProsperWorks so you have the whole picture when interacting with clients
  • Never lose call data with auto-log calls when you connect ProsperWorks to RingCentral

But those aren’t your only options - reach out to sales@prosperworks.com to learn more, or explore the resources on our Knowledge Base!

How do you get started?

To create powerful workflows between ProsperWorks and other applications, identify the workflows you want to build or the data you need to pass into ProsperWorks. Reach out to sales@prosperworks.com or fill out this information request form and our team will be in touch shortly! Check out the Tray.io library and see if there is a template that will fit your needs. If you don’t see what you need, our Customer Success team can build out custom integrations, no sweat!

This functionality is available to our users on Professional and Business plans because you’ll need API access. Tray.io services are offered at an additional cost to your ProsperWorks subscription.

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