Hi, i need help setting up the workflows for QB, pipedrive and basecamp. I have set up a Zapier account.
When i create a QB subcustomer, i need a new organisation created in pipedrive
When i create a new quote in QB, i need a new deal created in Pipedrive including copys of the attachments in the quote and a copy of the quote and the new deal to marry up automatically to the organisation in Pipedrive.
Once the deal is won, i then need a basecamp project automatically set up from a template. i need the tasks in Basecamp to set them selves automatically (but not essential if this is too time consuming) and the notes from pipedrive to automatically go across to the contracts discussion in basecamp
thanks
Geoff