Create new Pipedrive deals when proposals move to awaiting acceptance in Ignition
Swiftly move forward with your business negotiations with this efficient workflow. When a proposal reaches the 'Awaiting Acceptance' stage in Ignition, a new deal gets created in Pipedrive. This seamless integration helps you manage your sales pipeline better, allowing you to focus on closing the deal. Streamline your processes and stay on top of every opportunity with this automatic connection.
Swiftly move forward with your business negotiations with this efficient workflow. When a proposal reaches the 'Awaiting Acceptance' stage in Ignition, a new deal gets created in Pipedrive. This seamless integration helps you manage your sales pipeline better, allowing you to focus on closing the deal. Streamline your processes and stay on top of every opportunity with this automatic connection.
- When this happens...Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
- automatically do this!Create Deal
Creates a new deal.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
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Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
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