Skip to content
Pipedrive logoPipedrive logo
Proposify logoProposify logo
Pipedrive logoPipedrive logo
Proposify logoProposify logo

Pipedrive + Proposify

Pipedrive + Proposify

Pipedrive + Proposify integrations

Create new Proposify clients from updated Pipedrive deal stages

Elevate your sales process with this efficient workflow that activates as soon as a deal stage is updated in Pipedrive. Without lifting a finger, you'll see a new client spring to life in Proposify, saving you precious time and ensuring you never miss the crucial next step in your sales process. This automatic process not only enhances your productivity but also guarantees seamless continuity from Pipedrive to Proposify.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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
pipedrive logo
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
Similar apps
Zoho CRM integrationsZoho CRM integrations
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations
Agile CRM
CRM (Customer Relationship Management)
proposify logo
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.
Related categories

Related Zap Templates