Bidsketch + Pipedrive + Teamwork Integrations

How to connect Bidsketch + Pipedrive + Teamwork

Zapier lets you send info between Bidsketch and Pipedrive and Teamwork automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Bidsketch + Pipedrive + Teamwork

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, Pipedrive, and Teamwork. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Bidsketch triggers, actions, and search

    New Client

    Triggered when a client is created through the API or in the Bidsketch app

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    New Proposal

    Triggers when a proposal is saved for the first time.

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    Proposal Viewed

    Triggers each time a proposal is viewed by a client

    Trigger
    Instant
    Try It
    • NameRequired

    • AmountRequired

    • Fee TypeRequired

    • DescriptionRequired

    • Unit

    • Quantity

    • Category

    Action
    Write
    • Status

    Trigger
    Instant
    Try It
  • Bidsketch triggers, actions, and search

    Proposal Sent to Client

    Triggers each time a proposal is sent to a client

    Trigger
    Instant
    Try It
    • First 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

    Action
    Write
    • Template

    • NameRequired

    • Client EmailRequired

    • Client's First NameRequired

    • Client's Last NameRequired

    • Description

    • Client's Company Name

    • Client's Phone Number

    Action
    Write

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How Bidsketch + Pipedrive + Teamwork Integrations Work

  1. Step 1: Authenticate Bidsketch, Pipedrive, and Teamwork.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
bidsketch logo
bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.
Help

Related categories

  • Proposal & Invoice Management

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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn moreHelp

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  • Project Management

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