1.Watch deal proposal field
Integrate Pipedrive to detect deal updates and continue only for qualifying deals.
Create proposal document from updated deal and notify owner
Automatically watch the proposal field being set on deals across Pipedrive. Get instant alerts when proposal field set, deals get updated, or proposal mapping changesβso you can create proposals, update proposal status, and email stakeholders without manual follow-ups.
How this automation accelerates proposal delivery
When deal updates arrive without a proposal built, quoting slows and stakeholders wait for next steps. This automation looks up the right template, creates the proposal, updates the deal fields, and emails stakeholdersβso your team can move from deal to proposal faster.
Pipedriveor swap with your favorite app
2.Find or create client
Integrate Pipedrive to search for organization and primary person by ID and create a new client when no match is found.
3.Lookup template mapping
Integrate Formatter by Zapier to look up the template ID from the deal selector and return a fallback template when none matches.
Formatter by Zapieror swap with your favorite app
4.Create client and proposal
Integrate Proposify to create a client and then create a proposal using the selected template and mapped deal fields.
Proposify Legacyor swap with your favorite app
5.Update deal proposal fields
Integrate Pipedrive to write proposal status and proposal reference ID back into the configured deal fields.
6.Email stakeholders with links
Integrate Gmail to send a plain email to stakeholders with the deal summary, proposal status, and links to the deal and proposal.
Gmailor swap with your favorite app
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