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Pipedrive + Seidat

Update proposal presentations in Seidat when new deals are updated in Pipedrive

This Zap automatically duplicates an existing presentation in Seidat with your deal details (e.g. price, products, company name, customer name) when a deal is updated to a certain stage in Pipedrive. Use when you want to save time in creating proposal presentations to your customers.

This Zap automatically duplicates an existing presentation in Seidat with your deal details (e.g. price, products, company name, customer name) when a deal is updated to a certain stage in Pipedrive. Use when you want to save time in creating proposal presentations to your customers.

  1. long arrow
    short arrow
    When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. long arrow
    short arrow
    automatically do this...
    SeidatSeidat
    Duplicate Presentation

    Duplicates an existing presentation. Useful for creating presentations from a template.

    ActionWrite
  3. then do this!
    SeidatSeidat
    Find and Replace Text in Presentation

    Updates an existing presentation by finding and replacing text on the slides.

    ActionWrite

Supported triggers and actions

What does this mean?
pipedrive logo
pipedrive logo
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.

Related categories

  • CRM (Customer Relationship Management)

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seidat logo
seidat logo
seidat logo

About Seidat

Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.

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