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Turn Pipedrive people into Proposify clients

  1. When this happensStep 1: New Person

  2. Then do thisStep 2: Create Client

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.

How It Works

  1. A new person is added in Pipedrive
  2. Zapier creates a new client in Proposify

What You Need

  • Pipedrive account
  • Proposify account
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Connect Pipedrive + Proposify in Minutes

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

All Triggers & Actions

New Activity

Triggers when a new activity is created.

New Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.

Person Matching Filter

Triggers when a person matches a Pipedrive filter.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created.

Updated Deal Stage

Triggers when a deal's stage is updated.

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