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
Why Zapier?
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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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