Skip to content
Log inSign up
Templates
Create new client in Proposify, find person in Pipedrive, and update deal in Pipedrive

Create new client in Proposify, find person in Pipedrive, and update deal in Pipedrive

Create new clients in Proposify when a deal's stage updates in Pipedrive, ensuring accurate client information capture and timely deal updates for improved sales tracking and management.

Create new client in Proposify, find person in Pipedrive, and update deal in Pipedrive

Workflow preview:

Zap details:

Overview

Create new clients in Proposify when a deal's stage updates in Pipedrive, ensuring accurate client information capture and timely deal updates for improved sales tracking and management.

Create new client in Proposify, find person in Pipedrive, and update deal in Pipedrive