Offorte Proposals + Pipedrive
Create new Offorte Proposals companies from Pipedrive activities
Stay on top of business opportunities and streamline your proposal process with this automation. When a new activity occurs in Pipedrive, this workflow creates a company in Offorte Proposals for efficient proposal management. With better organization and a smoother sales operation, your team can focus on securing more deals and driving growth.
Stay on top of business opportunities and streamline your proposal process with this automation. When a new activity occurs in Pipedrive, this workflow creates a company in Offorte Proposals for efficient proposal management. With better organization and a smoother sales operation, your team can focus on securing more deals and driving growth.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!
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About Offorte Proposals
Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.
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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.
