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Pipedrive

Open a portal from a won Pipedrive deal in one click.

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Overview

A Zapier template creates a Ferrybox portal when a Pipedrive deal is marked won, using the deal's organisation name and contact person.

Setup takes a few minutes and needs a Zapier account.

What you can do

  • Create a portal when a deal is won
  • Invite the deal's contact person
  • Name the portal after the organisation

How to set it up

  1. 1Open the Ferrybox + Pipedrive template in Zapier
  2. 2Connect both accounts
  3. 3Pick the project template and turn the Zap on

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