PandaDoc + Pipedrive

Create new Pipedrive deals when PandaDoc document status changes

Streamline your sales process by connecting PandaDoc to Pipedrive for seamless updates. This workflow triggers whenever there is a change in document status in PandaDoc, a corresponding deal will be created in Pipedrive instantly. By eliminating manual status updates, this workflow enhances organization and efficiency within your sales process.

Streamline your sales process by connecting PandaDoc to Pipedrive for seamless updates. This workflow triggers whenever there is a change in document status in PandaDoc, a corresponding deal will be created in Pipedrive instantly. By eliminating manual status updates, this workflow enhances organization and efficiency within your sales process.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

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  • Documents

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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