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Connecting Quoters and Pipedrive is a great idea if you want to optimize your sales workflow from lead to deal.
Process is as simple as Quoters, though you need some time to decide which data you will be passin from one tool to another.
Time needed: 30 minutes.
- Start selecting on top Pipedrive on Zapier.
Your trigger will be Updated Deal Stage.
- Customize your Deal
Next, choose which stage you will be working on. Each company has its own and unique sales workflow.
- Create a proposal
Once you have all your deal fields clear, you can create a proposal on Quoters. Choose all the information you will be passing, the template and, that’s it. You have a new proposal ready to send to a more than potential new customer.
