Pipedrive + Proposify
Create Proposify clients from new Pipedrive activities
Effortlessly keep your client data up-to-date with this seamless Pipedrive and Proposify integration. Whenever a new activity is added in Pipedrive, this workflow will instantly create a new client in Proposify. Save valuable time while ensuring consistent and accurate client information across both platforms.
Effortlessly keep your client data up-to-date with this seamless Pipedrive and Proposify integration. Whenever a new activity is added in Pipedrive, this workflow will instantly create a new client in Proposify. Save valuable time while ensuring consistent and accurate client information across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Proposify
Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.