CrowdPassProposify

Connect CrowdPass with Proposify

Generate event sponsorship proposals in Proposify from CrowdPass data via Zapier

Proposify is built for sales teams that need polished, trackable proposals — making it a perfect fit for event sponsorship sales. When prospects register or express interest through CrowdPass, Zapier creates branded proposals in Proposify with sponsorship tiers, deliverables, and pricing pulled from your content library. Real-time notifications tell you when the prospect is viewing the proposal, so you can follow up at the perfect moment.

Automations you can build

TriggerNew attendee registration in CrowdPass
ActionCreate Proposify proposal from template

When a prospect registers and selects "interested in sponsorship" on the CrowdPass form, Zapier creates a Proposify proposal with their company name, contact details, and the sponsorship packages relevant to their industry. The proposal is ready to review and send in minutes.

TriggerCustom form submitted in CrowdPass
ActionCreate Proposify proposal with content blocks

Exhibitor inquiry forms in CrowdPass trigger Proposify proposals built from your content library — combining the booth contract section, floor plan images, pricing tables, and terms and conditions into a single branded document.

TriggerProposify proposal won
ActionUpdate attendee record in CrowdPass

When a sponsor signs the Proposify proposal, Zapier updates their CrowdPass record with the confirmed sponsorship tier, payment status, and contract details. The events team sees the confirmed sponsor in the CrowdPass dashboard without manual data entry.

How event teams use this

Sponsorship Sales Representative

Sponsorship sales pipeline acceleration

A conference sponsorship sales team sends 200 proposals per event cycle. When prospects register through CrowdPass and indicate sponsorship interest, Zapier generates Proposify proposals personalized by industry and company size. The sales rep reviews the auto-generated proposal, makes minor adjustments, and sends it — cutting proposal creation time from 45 minutes to 5 minutes per prospect.

Event Marketing Director

Content library for repeatable event proposals

An event organizer runs the same conference annually with evolving sponsorship packages. Proposify's content library stores approved sections — venue details, audience demographics, past event photos, testimonial quotes. Zapier pulls the latest content blocks when generating proposals from CrowdPass leads, ensuring every proposal reflects the current event without manual assembly.

Connect in 3 steps

No code required. Set up in under 5 minutes.

1

Log in to Zapier

Go to zapier.com and search for "CrowdPass" in the app directory. Connect your CrowdPass account using your API key from Settings > Integrations.

2

Choose your trigger

Select a CrowdPass trigger event: new registration, attendee check-in, NFC badge scan, lead capture, or form submission. Each trigger sends full attendee data.

3

Map your action

Choose the destination app and configure what happens. Map CrowdPass fields (name, email, ticket type, custom questions) to the app's fields. Test and activate.

Related integrations

Ready to connect CrowdPass to Proposify?

Schedule a demo and we'll help you set up the perfect automation for your next event.