Better Proposals + Pipedrive

Create new proposals in Better Proposals for every new activity in Pipedrive

Elevate your sales process with this intuitive workflow between Pipedrive and Better Proposals. When new activity takes place in Pipedrive, it stimulates the creation of a proposal in Better Proposals. It's a seamless method to ensure you promptly address each lead, making your sales process more efficient without you having to manually transfer information between platforms.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerScheduled
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- Stage in Pipeline
Trigger
Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
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- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
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- CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
Action
Write

- Filter IdRequired
Trigger
Scheduled
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- FilterRequired
- Deal Status
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- Filter By
- Field to Watch for Changes On
Trigger
Instant
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- Person Fields
Trigger
Instant
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- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Note IDRequired
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn more

Related categories

Proposal & Invoice Management

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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Create Better Proposals each time deal stages are updated in Pipedrive

Create notes in Pipedrive for new paid proposals in Better Proposals

Better Proposals + Pipedrive

Create new proposals in Better Proposals for every new activity in Pipedrive

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Updated Organization

Add Label to Person

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Update Deal

Update Organization

API Request (Beta)

Find Deal

Find Deals Associated with a Person

Find Multiple Leads

Find Notes

Find Person

Find Product(s)

Find or Create Activity

Find Multiple Deals

Find or Create Organization

Find or Create Product

Proposal Opened

Proposal Sent

Create a Proposal

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Person Matching Filter

Updated Deal

Updated Person

Add Product to Deal

Create Deal

Add Follower

Create Note

Create Person

Update Activity

Update Lead

Update Person

Find Activity

Find Multiple Deals

Find Lead

Retrieve Note

Find Organization

Find Product

Find User

Find or Create Deal

Find or Create Lead

Find or Create Person

New Proposal

Proposal Paid

Proposal Signed

About Better Proposals

Related categories

About Pipedrive

Related categories

Similar apps

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Zendesk Sell

Agile CRM

Related Zap Templates

Related Zap Templates