Pipedrive + Portal.io

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.

  1. When this happens...
    Portal.ioPortal.io
    Update Proposal Status

    Triggers when a proposal status change.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
pipedrive logo
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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portalio logo
portalio logo

About Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
Learn more

Related categories

  • Proposal & Invoice Management