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.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this...Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
- then do this!Find and Replace Text in Presentation
Updates an existing presentation by finding and replacing text on the slides.
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