From the CRM contact to the client proposal.
Use your Pipedrive contacts in Propovo and send selected proposal updates back as notes. Configure where an accepted proposal should create a deal.
Use Pipedrive with Propovo
What Pipedrive connects
Contact import
Manually sync Pipedrive people into Propovo and update supported contact details.
Proposal activity notes
Record sent, viewed, accepted, declined and change-request events on the person matched by the client email.
Optional deal creation
Create or update the mapped Pipedrive deal after proposal acceptance, in the pipeline and stage you select.
Set it up
Connect the right workspace
Open Settings → Integrations and authorise your Pipedrive account for the workspace you are using.
Import the contacts you need
Use Sync contacts to import or update CRM contacts in Propovo. Review the result before preparing a proposal.
Choose proposal updates
Enable proposal activity updates. If you want accepted proposals to create deals, enable that option and choose the destination pipeline and stage.
Connection details
- Contact import is initiated with Sync contacts. Propovo does not continuously mirror every Pipedrive record or push Propovo contacts back to the CRM.
- Activity notes match an existing CRM contact by the proposal’s client email. A missing match can prevent a note from being added.
- Deal creation is optional and runs on proposal acceptance. This connection does not keep every CRM deal stage and Propovo deal stage in continuous two-way sync.
Put it to work in your next proposal.
Create your account and configure the connection from Settings.