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Pipedrive + Ramsey Pro Portal + Filter by Zapier

Update opportunity statuses in Ramsey Pro Portal for new updated deals in Pipedrive

Manually tracking opportunity status updates can be time-consuming. This integration helps by automatically updating the status of an opportunity in Ramsey Pro Portal whenever the status of a deal is updated in Pipedrive. The Zap ensures updates happen seamlessly but only continues if the deal is in a specified pipeline, saving you time and ensuring accuracy.

Manually tracking opportunity status updates can be time-consuming. This integration helps by automatically updating the status of an opportunity in Ramsey Pro Portal whenever the status of a deal is updated in Pipedrive. The Zap ensures updates happen seamlessly but only continues if the deal is in a specified pipeline, saving you time and ensuring accuracy.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal

    Triggers when an existing deal is updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Ramsey Pro PortalRamsey Pro Portal
    Update Opportunity Status

    Updates an Opportunity Status within the RamseyTrusted Pro Portal.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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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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About Ramsey Pro Portal

Ramsey Pro Portal is a tool to view, manage and communicate with RamseyTrusted Referrals.
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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