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  • Qwilr logoQwilr logo

Pipedrive + Qwilr

Create Pipedrive deals when Qwilr projects are published

When you publish proposals (in Qwilr or otherwise), you want to ensure that your CRM pipeline is up-to-date showing all outstanding deals with all relevant information. This Zapier automation will help you better manage your sales pipeline by instantly creating a new Pipedrive deal (populated with related data) when a Qwilr project is published.

When you publish proposals (in Qwilr or otherwise), you want to ensure that your CRM pipeline is up-to-date showing all outstanding deals with all relevant information. This Zapier automation will help you better manage your sales pipeline by instantly creating a new Pipedrive deal (populated with related data) when a Qwilr project is published.

  1. When this happens...
    QwilrQwilr
    Project Published

    Triggers when a project is published.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

  • Qwilr triggers, actions, and search

    Project First Viewed

    Triggers when a project is first viewed.

    Trigger
    Instant
    Try It
  • Qwilr triggers, actions, and search

    Create Project

    Creates a new project.

    Action
    Write
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
qwilr logo
qwilr logo

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.