In order to facilitate the interconnection with your favorite tools, ProAbono provides you with Zapier Templates allowing you to quickly set up the first automations.
Why connect ProAbono and Pipedrive with Zapier?
Pipedrive is a CRM software for managing the sales funnel.
Looking for an easier way to create customers in ProAbono when transactions reach a specific stage in your Pipedrive pipeline? This zapier integration can help. Once implemented, every time a transaction reaches the stage of your choice in your Pipedrive pipeline, a customer will automatically be created.
Procedure
1/ Prerequisites
If you have not already done so, start by connecting your ProAbono account to the Zapier application.
For more details see this article: “Connecting your ProAbono account in Zapier“.
2/ Choose one of the Templates
Click on the template below to start setting up Zaps and automating your actions between ProAbono and Pipedrive.
Create clients in ProAbono when your deals move from one specific stage to another.
3/ Create your own scenarios
The templates listed above allow you to create and automate the most requested / used scenarios with Google Drive. However, if you need to create different scenarios, we invite you to consult the set of actions and triggers present in the Zapier ProAbono application.
If you can’t find the exact event you need in the Zapier ProAbono application, check the list of available webhooks to create your own triggers.