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
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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.
How It Works
- A new person is added in Pipedrive
- Zapier creates a new client in Proposify
What You Need
- Pipedrive account
- Proposify account
Create proposals in Proposify for new stages in Pipedrive deals
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
Start Pipedrive deals from won Proposify proposals
Combine Proposify and Pipedrive applications to build a strong project management tool. Use this automation, and each time a proposal is won in Proposify, Zapier will start a new deal in Pipedrive. Don't hesitate, start on new projects right away and impress your clients!
How It Works
- A proposal is won in Proposify
- Zapier starts a new deal in Pipedrive
What You Need
- Proposify account
- Pipedrive account
It's easy to connect Pipedrive + Proposify and requires absolutely zero coding experience—the only limit is your own imagination.
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.
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