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Pipedrive logoPipedrive logo

Better Proposals + Pipedrive

Better Proposals + Pipedrive

Better Proposals + Pipedrive integrations

Create notes in Pipedrive for new paid proposals in Better Proposals

Easily keep track of paid proposals in your CRM with this workflow. When a proposal is paid in Better Proposals, it will create a new note in Pipedrive. This automation helps you maintain a centralized record of payments, streamlining your sales processes and boosting efficiency.

  1. When this happens...
    Proposal Paid
    Proposal Paid
    Proposal PaidTriggers when a proposal is paid.
  2. automatically do this!
    Create Note
    Create Note
    Create NoteCreates a new note.
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More things you can do with Better Proposals and Pipedrive

Discover other triggers and actions you can use with Better Proposals and Pipedrive

  • Better Proposals triggers, actions, and search
    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Company
      Required
    • Short Description
    • Brand
    • Cover
    • Template
    • Currency
    • Add Tax to the Proposal?
    • Tax Name (e.g. VAT, IVA, GST)
    • Tax Percentage
    • Recipient First Name
    • Recipient Last Name
    • Recipient Email Address
    • Eligible to Sign
    Action
    Write
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About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
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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.
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