When this happens...
PipedriveNew Person

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

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!
New Deal

Triggers when a new deal is created.

Create Person

Creates a new person.

Updated Deal

Triggers when an existing deal is updated.

Create Deal

Creates a new deal.

New Activity

Triggers when a new activity is created.

Create Activity

Creates a new activity.

Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

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

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.

See Proposify Integrations