Better Proposals + Pipedrive
Update deals in Pipedrive when new proposals are added in Better Proposals
Initiate processes in your Pipedrive app whenever a new proposal takes place in Better Proposals. This automation updates your deals, ensuring your sales pipeline remains current and accurate. It's a smooth way to keep all your business interactions aligned, saving you time and unnecessary manual entries. Stay ahead with quick, seamless integration between Better Proposals and Pipedrive for more efficient proposal management.
Initiate processes in your Pipedrive app whenever a new proposal takes place in Better Proposals. This automation updates your deals, ensuring your sales pipeline remains current and accurate. It's a smooth way to keep all your business interactions aligned, saving you time and unnecessary manual entries. Stay ahead with quick, seamless integration between Better Proposals and Pipedrive for more efficient proposal management.
- When this happens...New Proposal
Triggers when a new proposal is created.
- automatically do this!Update Deal
Updates an existing deal.
- Free forever for core features
- 14 day trial for premium features & apps
New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItActivity filterRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
New Activity
Triggers when a new activity is created.
Try It
