Pipedrive + SumoQuote

Create new SumoQuote projects when deal stages are updated in Pipedrive

Boost your project management process with this effective workflow. When a deal stage is updated in Pipedrive, a new project is instantly created in SumoQuote. This seamless integration not only saves time but also ensures that all deals are promptly followed up with a project in SumoQuote, enhancing efficiency and productivity. Streamline your operations and stay organized without lifting a finger.

Boost your project management process with this effective workflow. When a deal stage is updated in Pipedrive, a new project is instantly created in SumoQuote. This seamless integration not only saves time but also ensures that all deals are promptly followed up with a project in SumoQuote, enhancing efficiency and productivity. Streamline your operations and stay organized without lifting a finger.

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

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    SumoQuoteSumoQuote
    Create Project

    Creates a new SumoQuote Project

    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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sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Related categories

  • Proposal & Invoice Management