Update Portal.io proposals and simultaneously keep your Pipedrive deals current
Elevate your sales efficiency by linking Portal.io with Pipedrive. With this workflow, every time there's an update to a proposal status in Portal.io, the corresponding deal in Pipedrive is immediately adjusted accordingly. This ensures your deal information remains up-to-date without needing manual intervention. Enjoy streamlined business operations as your sales and proposal updates stay unified and consistent.
Elevate your sales efficiency by linking Portal.io with Pipedrive. With this workflow, every time there's an update to a proposal status in Portal.io, the corresponding deal in Pipedrive is immediately adjusted accordingly. This ensures your deal information remains up-to-date without needing manual intervention. Enjoy streamlined business operations as your sales and proposal updates stay unified and consistent.
- When this happens...Update Proposal Status
Triggers when a proposal status change.
- automatically do this!Update Deal
Updates an existing deal.
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