Bidsketch + Email by Zapier + Pipedrive Integrations
How to connect Bidsketch + Email by Zapier + Pipedrive
Zapier lets you send info between Bidsketch and Email by Zapier and Pipedrive automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Bidsketch + Email by Zapier + Pipedrive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Bidsketch, Email by Zapier, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.
New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Phone Number
Alternate Phone Number
Website
Address Street
Address Street 2
Address City
Address State
Address Country
Address Zip Code
Notes
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
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How Bidsketch + Email by Zapier + Pipedrive Integrations Work
- Step 1: Authenticate Bidsketch, Email by Zapier, and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
