ProsperWorks CRM helps you and your team sell more faster by identifying, organizing and tracking contacts and sales opportunities right in Gmail. Since ProsperWorks requires far less data entry, salespeople can focus on their deals and managers can make better decisions with accurate, real-time data. Set up takes less than five minutes and there is minimal training required.

You can find more information here.

How this ProsperWorks + TrueMail integration works

• 1. Add new record to a ProsperWorks account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing ProsperWorks record with TrueMail result code in a custom field

Apps involved

• • ProsperWorks
• • TrueMail

ProsperWorks Triggers

• Get Customer Sources.

  Triggers when a dynamic dropdown for Customer Sources is used.

• Updated Opportunity Status.

  Triggers when an Opportunity's status is changed.

• Get Contact Types.

  Triggers when the Contact Types dropdown populates its contents.

• Get Activity Types.

  Triggers when the Activity Types dropdown populates its contents.

• [LEGACY] Updated Lead Status V1.

  Triggers when a Lead's status is changed.

• [LEGACY] New Lead V1.

  Triggers when a new lead is created.

• New Person.

  Triggers when a new Person is created in ProsperWorks.

• Updated Lead Status.

  Triggers when a Lead's status is changed.

• Updated Opportunity Stage.

  Triggers when an Opportunity's stage is changed.

• [LEGACY] Updated Contact Type V1.

  Triggers when a Person's Contact Type is updated.

• New Lead.

  Triggers when a Lead is created in ProsperWorks.

• Check Authentication.

  Trigger to verify authentication.

• Get Pipelines.

  Triggers when the dropdown for a new Opportunity's Pipeline needs its options.

• Get Pipeline Stages.

  Triggers when we need stages for a pipeline.

• [LEGACY] New Opportunity V1.

  Triggers when a new opportunity is created.

• New Activity.

  Triggers when a new activity is created.

• New Opportunity.

  Triggers when an Opportunity is created in ProsperWorks.

• [LEGACY] Updated Opportunity Status V1.

  Triggers when an Opportunity's status is changed.

• Get Entity Types.

  Triggers when the dropdown for Resource Type populates its options.

• [LEGACY] New Person V1.

  Triggers when a new Person is created in ProsperWorks.

• Get Entities.

  Triggers when we need entities of a given type.

• Get Relatable Entity Types.

  Triggers when the dropdown for Resource Type populates its options.

• Updated Contact Type.

  Triggers when a Person's Contact Type is updated.

• Get Company Users.

  Triggers when the Company Users dropdown populates its contents.

• [LEGACY] Updated Opportunity Stage V1.

  Triggers when an Opportunity moves to a different Stage.

• [LEGACY] Create Activity V1.

  Logs a new Activity on a Person, Company, Opportunity, or Lead.

• [LEGACY] Create Task V1.

  Creates a new Task.

• [Deleted] Contacts_Upsert.

  Contacts_upsert.

• [LEGACY] Create Person V1.

  Creates a new Person.

• Create Company.

  Creates a new Company.

• Create/Update Project.

  Creates or Updates a Project depending on the match criteria.

• [LEGACY] Create Company V1.

  Creates a new Company.

• [LEGACY] Create Opportunity V1.

  Creates a new Opportunity.

• [LEGACY] Create Lead V1.

  Creates a new Lead.

• [Deleted] Contacts 3.

  Contacts_v3.

• Create/Update Opportunity.

  Creates or Updates an Opportunity based off of a match criteria.

• Create/Update Company.

  Creates or Updates a Company depending on the match criteria.

• Create/Update Lead.

  Creates or Updates a Lead depending on the match criteria.

• Create Task.

  Creates a new Task.

• Create Lead.

  Creates a new Lead.

• Create/Update Person.

  Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.

• Create Activity.

  Logs a new Activity on a Person, Company, Opportunity, or Lead.

• Associate To Project.

  This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

• Create Opportunity.

  Creates a new Opportunity.