Add new Pipedrive leads as Proposify clients
Streamline your sales process by connecting Pipedrive and Proposify. With this automation, every time a new lead is added in Pipedrive, a client will be created in Proposify. This helps you save time and ensures all your client information is consistently organized across both platforms.
Streamline your sales process by connecting Pipedrive and Proposify. With this automation, every time a new lead is added in Pipedrive, a client will be created in Proposify. This helps you save time and ensures all your client information is consistently organized across both platforms.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Client
Creates a new client.
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