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.
- When this happens...Proposal PaidTriggers when a proposal is paid.
- automatically do this!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
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - Activity filterRequired
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
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.
Related categories
Related Zap Templates
- Update deals in Pipedrive when new proposals are added in Better Proposals
- Create Better Proposals each time deal stages are updated in Pipedrive
- Create new proposals in Better Proposals for every new activity in Pipedrive
- Create new proposals in Better Proposals for each deal matching filter in Pipedrive
- Update Pipedrive deals when new Better Proposals are signed






