Zapier automation to create a new Scoro Project when a new deal is created in Pipedrive
Project description
We use Pipedrive as our sales CRM to manage all customer and lead enquiries. Our sales process is 1. Enquiry 2. Discovery 3. Proposal 4. Quote 5. Order Confirmation. When an Order is confirmed we manage it in Scoro and have recently launched the Scor Customer Portal to give access to our customers and visibility for all orders. However, we are not using Scoro for the proposal/quote stages above as it is not flexible enough for us (we use email, Pinterest, Quotientapp and Google Slides for proposals and quotes). We have a major customer (Tennis Australia) that we would like to use as a project where we use Zapier to create a new project in Scoro to reflect the Pipedrive Deals in Scoro so TA can view all enquiries and quotes in the customer portal
Required software
- Pipedrive
- Zapier
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