I work for a construction company that has a unique tech stack that tracks sales, estimating/bids, and project management. We use Pipedrive (CRM) for bizz dev/deal forecasting and once estimating gets ahold of an opportunity, Trello comes into play. If a project is awarded we manually enter data into Procore.
I’m looking to push data from Trello, back into Pipedrive (to update our CRM/Forecasting #’s) and push to Procore to start the project management handover process.
How do I set this up with Zapier?
