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Pipedrive + Proposify

Pipedrive + Proposify

Pipedrive + Proposify integrations

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.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity 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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