Pipedrive + Proposify

Create new Proposify clients from updated Pipedrive deal stages

Elevate your sales process with this efficient workflow that activates as soon as a deal stage is updated in Pipedrive. Without lifting a finger, you'll see a new client spring to life in Proposify, saving you precious time and ensuring you never miss the crucial next step in your sales process. This automatic process not only enhances your productivity but also guarantees seamless continuity from Pipedrive to Proposify.

Elevate your sales process with this efficient workflow that activates as soon as a deal stage is updated in Pipedrive. Without lifting a finger, you'll see a new client spring to life in Proposify, saving you precious time and ensuring you never miss the crucial next step in your sales process. This automatic process not only enhances your productivity but also guarantees seamless continuity from Pipedrive to Proposify.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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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 more

Related categories

  • CRM (Customer Relationship Management)

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proposify logo
proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn more

Related categories

  • Proposal & Invoice Management