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Pipedrive + Proposify

Pipedrive + Proposify

Pipedrive + Proposify integrations

Create new Proposify proposals for every new deal in Pipedrive

Streamline your sales proposal process with this efficient workflow. When a new deal is introduced in Pipedrive, it instantly generates a corresponding proposal in Proposify. This automation saves you valuable time you'd otherwise spend on manual data entry, allowing you greater focus on engaging your potential clients and closing sales.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Proposal
    Create Proposal
    Create ProposalCreates a new proposal.
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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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