Pipedrive + Seidat integrations
Update proposal presentations in Seidat when new deals are updated in Pipedrive
This Zap automatically duplicates an existing presentation in Seidat with your deal details (e.g. price, products, company name, customer name) when a deal is updated to a certain stage in Pipedrive. Use when you want to save time in creating proposal presentations to your customers.
- When this happens...Updated Deal StageTriggers when a deal's stage is updated.
- automatically do this...Duplicate PresentationDuplicates an existing presentation. Useful for creating presentations from a template.
- then do this!Find and Replace Text in PresentationUpdates an existing presentation by finding and replacing text on the slides.
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More things you can do with Pipedrive and Seidat
Discover other triggers and actions you can use with Pipedrive and Seidat
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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