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Pipedrive + Seidat

Pipedrive + Seidat

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.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this...
    Duplicate Presentation
    Duplicate Presentation
    Duplicate PresentationDuplicates an existing presentation. Useful for creating presentations from a template.
  3. then do this!
    Find and Replace Text in Presentation
    Find and Replace Text in Presentation
    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 filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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 Seidat
Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.
Related categories

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