Turn Pipedrive people into Proposify clients
When this happensStep 1: New Person
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
- A new person is added in Pipedrive
- Zapier creates a new client in Proposify
What You Need
- Pipedrive account
- Proposify account