Estimate Rocket + Pipedrive
Find or create Pipedrive deals from new Estimate Rocket proposals
Keep your sales pipeline aligned with your proposals automatically. Whenever a new proposal is created in Estimate Rocket, this Zap will search for an existing deal in Pipedrive and update it—or create a new one if none is found. That way, every proposal is captured as a deal, ensuring your pipeline reflects real opportunities without manual updates.
Keep your sales pipeline aligned with your proposals automatically. Whenever a new proposal is created in Estimate Rocket, this Zap will search for an existing deal in Pipedrive and update it—or create a new one if none is found. That way, every proposal is captured as a deal, ensuring your pipeline reflects real opportunities without manual updates.
- When this happens!New Proposal
Triggers when there's a new proposal.
- Free forever for core features
- 14 day trial for premium features & apps
About Estimate Rocket
Estimate Rocket is a project and client management platform that helps contractors create estimates, manage jobs, follow ups and track invoices & payments.
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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.
