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
- Pipedrive deal starts a new stage
- Zapier creates a new proposal in Proposify
What You Need
- Pipedrive account
- Proposify account
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Triggers when a new deal is created.
Creates a new person.
Triggers when an existing deal is updated.
Creates a new deal.
Triggers when a new activity is created.
Creates a new activity.
Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.