When this happens...
PipedriveDeal Matching Filter

Don't hesitate, start on new projects right away! Use this integration, and Zapier will automatically create a new proposal in Proposify each time a Pipedrive deal starts a new stage. Impress your clients with a quick turnaround!

How It Works

  1. Pipedrive deal starts a new stage
  2. Zapier creates a new proposal in Proposify

What You Need

  • Pipedrive account
  • Proposify account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Pipedrive + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Pipedrive
New Deal

Triggers when a new deal is created.

Pipedrive
Create Person

Creates a new person.

Pipedrive
Updated Deal

Triggers when an existing deal is updated.

Pipedrive
Create Deal

Creates a new deal.

Pipedrive
New Activity

Triggers when a new activity is created.

Pipedrive
Create Activity

Creates a new activity.

Proposify
Proposal Won

Triggers when a proposal is accepted by a client.

Proposify
Create Client

Creates a new client.

Proposify
Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Proposify
Create Proposal

Creates a new proposal.

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Become a Zapier Integration Partner

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.

Streamline your proposals in the cloud with designer-friendly proposal software.