GetAccept + Pipedrive
Update Pipedrive deals when new documents are sent in GetAccept
Stay on top of your sales process efficiently with this workflow. Whenever a document is sent within GetAccept, it works behind the scenes to update a deal in Pipedrive. This seamless operation ensures your sales data remains up-to-date, helping you to streamline your sales pipeline and keep accurate track of important documents.
Stay on top of your sales process efficiently with this workflow. Whenever a document is sent within GetAccept, it works behind the scenes to update a deal in Pipedrive. This seamless operation ensures your sales data remains up-to-date, helping you to streamline your sales pipeline and keep accurate track of important documents.
- When this happens...Document Sent
Triggers when a document has been sent out to recipients.
- automatically do this!Update Deal
Updates an existing deal.
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About GetAccept
GetAccept is a cloud solution where you design, send, track and promote your proposals to win and get more deals signed digitally.
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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.
