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Pipedrive + Prospero

Update deals in Pipedrive once new Prospero proposals are signed

Monitoring each proposal that you send takes time and energy, especially if we're talking about hundreds of business proposals. Once this Prospero-Pipedrive integration has been set up, the moment a potential client approves and signs your proposal, Zapier will automatically update the specific deal in your Pipedrive account and tag it as "Won." Easily monitor the status of every proposal in just one platform.

Monitoring each proposal that you send takes time and energy, especially if we're talking about hundreds of business proposals. Once this Prospero-Pipedrive integration has been set up, the moment a potential client approves and signs your proposal, Zapier will automatically update the specific deal in your Pipedrive account and tag it as "Won." Easily monitor the status of every proposal in just one platform.

  1. When this happens...
    ProsperoProspero
    Signed Proposal

    Triggers when a proposal is signed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Prospero triggers, actions, and search

    Draft Proposal

    Triggers when a new proposal is created.

    Trigger
    Instant
    Try It
    • Proposals

    Trigger
    Instant
    Try It
    • Proposals

    Trigger
    Instant
    Try It
    • Proposals

    Trigger
    Instant
    Try It
    • Proposal TypeRequired

    • Proposal NameRequired

    • Client NameRequired

    • Client Email

    • Templates

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
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pipedrive logo

About Pipedrive

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.
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Related categories

  • CRM (Customer Relationship Management)

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prospero logo

About Prospero

Create proposals with ease. Impress your clients and win more projects.