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Pipedrive + Portal.io

Pipedrive + Portal.io

Pipedrive + Portal.io integrations

Update Portal.io proposals and simultaneously keep your Pipedrive deals current

Elevate your sales efficiency by linking Portal.io with Pipedrive. With this workflow, every time there's an update to a proposal status in Portal.io, the corresponding deal in Pipedrive is immediately adjusted accordingly. This ensures your deal information remains up-to-date without needing manual intervention. Enjoy streamlined business operations as your sales and proposal updates stay unified and consistent.

  1. When this happens...
    Update Proposal Status
    Update Proposal Status
    Update Proposal StatusTriggers when a proposal status change.
  2. automatically do this!
    Update Deal
    Update Deal
    Update DealUpdates an existing deal.
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More things you can do with Portal.io and Pipedrive

Discover other triggers and actions you can use with Portal.io and Pipedrive

    • Proposal Status
    Trigger
    Instant
    Try It
  • Portal.io triggers, actions, and search
    Update Order Status

    Triggers when an order status change.

    Trigger
    Instant
    Try It
    • Proposal Status
    Trigger
    Instant
    Try It
  • Portal.io triggers, actions, and search
    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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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.
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About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
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