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Pipedrive + Proposify

Create proposals in Proposify for new stages in Pipedrive deals

Don't hesitate, start on new projects right away! Use this integration, and Zapier will automatically create a new proposal in Proposify each time a Pipedrive deal starts a new stage. Impress your clients with a quick turnaround!

Don't hesitate, start on new projects right away! Use this integration, and Zapier will automatically create a new proposal in Proposify each time a Pipedrive deal starts a new stage. Impress your clients with a quick turnaround!

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal matches a Pipedrive filter.

    TriggerScheduled
  2. automatically do this!
    ProposifyProposify
    Create Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

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

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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proposify logo
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.