Pipedrive + Proposify
Turn Pipedrive people into Proposify clients
Make sure your contact information is accurate when you use this Pipedrive to Proposify automation. Once set up, Zapier will create new clients in Proposify each time a new person is added in Pipedrive, or when someone matches a filter. Sync your contacts lists and begin creating strong customer relationships.
Make sure your contact information is accurate when you use this Pipedrive to Proposify automation. Once set up, Zapier will create new clients in Proposify each time a new person is added in Pipedrive, or when someone matches a filter. Sync your contacts lists and begin creating strong customer relationships.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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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CRM (Customer Relationship Management)About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.