Create new Pipedrive deals from new Jobber quotes
Increase your sales efficiency with this workflow that connects Jobber and Pipedrive. Whenever a new quote is created in Jobber, a deal is instantly formed in Pipedrive. This allows you to swiftly convert quotes into potential business opportunities without manual entry, ensuring your sales pipeline remains fresh and organized with updated deals.
Increase your sales efficiency with this workflow that connects Jobber and Pipedrive. Whenever a new quote is created in Jobber, a deal is instantly formed in Pipedrive. This allows you to swiftly convert quotes into potential business opportunities without manual entry, ensuring your sales pipeline remains fresh and organized with updated deals.
- When this happens...New Quote
Triggers when a quote is created.
- automatically do this!Create Deal
Creates a new deal.
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