Create Offorte proposals when deals are updated in Pipedrive
Set up this integration so that, anytime a deal is moved to a selected stage in Pipedrive, a new proposal is automatically created in Offorte. Prep your workflows effortless and stay ready to take the next step!
Set up this integration so that, anytime a deal is moved to a selected stage in Pipedrive, a new proposal is automatically created in Offorte. Prep your workflows effortless and stay ready to take the next step!
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this...
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...
- then do this!Create Proposal
Creates a new proposal.
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