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Pipedrive + Proposify Integrations

How to connect Pipedrive + Proposify

Zapier lets you send info between Pipedrive and Proposify automatically—no code required.

When this happens...
PipedrivePipedrive
Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

automatically do this!
ProposifyProposify
Create Client

Creates a new client.

Supported triggers and actions

What does this mean?

How Pipedrive + Proposify Integrations Work

  1. Step 1: Authenticate Pipedrive + Proposify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Pipedrive Tutorials

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.

Related categories

  • CRM (Customer Relationship Management)

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proposify logo
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About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn More

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