Pipedrive + Proposify
Create Proposify clients from new Pipedrive activities
Effortlessly keep your client data up-to-date with this seamless Pipedrive and Proposify integration. Whenever a new activity is added in Pipedrive, this workflow will instantly create a new client in Proposify. Save valuable time while ensuring consistent and accurate client information across both platforms.
Effortlessly keep your client data up-to-date with this seamless Pipedrive and Proposify integration. Whenever a new activity is added in Pipedrive, this workflow will instantly create a new client in Proposify. Save valuable time while ensuring consistent and accurate client information across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
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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CRM (Customer Relationship Management)About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.