The faster you're able to get a proposal into a prospect's hands, the more likely you are to win the deal. How much time would you save if your Pipedrive opportunities became proposals, without you doing a thing? This Zapier integration creates new Bidsketch clients and proposals whenever a new opportunity is created.
How It Works
- New Pipedrive deal is added
- Zapier creates a new Bidsketch client and deal
What You Need
- Bidsketch account
- Pipedrive account
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Triggered when a client is created through the API or in the Bidsketch app
Creates a new client
Triggers each time a proposal is sent to a client
This starts a new proposal
Triggers when a proposal is either accepted or declined
Creates a new fee
Triggers when a new deal is created.
Creates a new person.
Triggers when an existing deal is updated.
Creates a new deal.