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Pipedrive + Proposify

Pipedrive + Proposify

Pipedrive + Proposify integrations

Add new Pipedrive leads as Proposify clients

Streamline your sales process by connecting Pipedrive and Proposify. With this automation, every time a new lead is added in Pipedrive, a client will be created in Proposify. This helps you save time and ensures all your client information is consistently organized across both platforms.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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More things you can do with Pipedrive and Proposify

Discover other triggers and actions you can use with Pipedrive and Proposify

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    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 Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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