Create new proposals in Better Proposals for each deal matching filter in Pipedrive
Streamline your sales process with this efficient workflow. When a deal matching filter is triggered in Pipedrive, this automation will instantly generate a proposal in Better Proposals. This ensures quick response times to potential clients, optimizing your sales and improving overall productivity.
Streamline your sales process with this efficient workflow. When a deal matching filter is triggered in Pipedrive, this automation will instantly generate a proposal in Better Proposals. This ensures quick response times to potential clients, optimizing your sales and improving overall productivity.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create a Proposal
Creates a new proposal.
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