Pipedrive and Zapier Automation

Workload Team
Workload Team

Hi Workload Team!

I need help building a workflow that integrates Pipedrive and Zapier. A few idea I have is when a deal moves through stages, I’d like to send a Slack message to the team responsible for that deal.

Another key workflow we need is that when a deal reaches the closed/won stage, we need to be able to draft and create an invoice to send to the customer in our QuickBooks account. Can you help with this?

Thank you!


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