Estimate Rocket + Pipedrive

Estimate Rocket + Pipedrive integrations

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.

When this happens...
New ProposalTriggers when there's a new proposal.
TriggerInstant

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More things you can do with Estimate Rocket and Pipedrive

Discover other triggers and actions you can use with Estimate Rocket and Pipedrive

New Assignment
Triggers when a new assignment is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
Proposal Status Updated
Triggers when a proposal status is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- Owner
  Required
Action
Write

- Owner
  Required
- Client ID
  Required
- Type
  Required
- Billing Address 1
  Required
- Billing City
  Required
- Billing State/Province
  Required
- Billing Zip/Postal Code
  Required
- Name
- Billing Address 2
- Customer Notes
- Internal Notes
- Tax Rate
- Source
- Number
Action
Write
- Invoice Number
  Required
Action
Search

- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- Owner
  Required
Action
Search or write

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Proposal
Triggers when there's a new proposal.
Trigger
Instant
Try It
Updated Assignment
Triggers when an assignment is updated.
Trigger
Instant
Try It
- Invoice ID
  Required
- Date
  Required
- Amount
  Required
- Reference
- Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

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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Related categories

Project Management

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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