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Connect PandaDoc to Pipedrive and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate PandaDoc with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from PandaDoc

A trigger is an event that starts your Zap and runs the workflow. For example, with PandaDoc, a trigger could be "Document Completed."
A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected PandaDoc to Pipedrive

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Triggers and actions are the main components of every automated workflow.

Connect PandaDoc and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect PandaDoc and Pipedrive to unlock the power of automation

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Choose a Trigger
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Source
    • Document Status
    Trigger
    Instant
    Try It
    • warning
    • Email
      Required
    • First name
    • Last name
    • Company
    • Phone
    • Title
    • Street Address
    • City
    • Postal Code
    • Country
    • State
    Action
    Write
    • Email
      Required
    • First name
    • Last name
    • Company
    • Phone
    • Job Title
    • Street Address
    • City
    • Postal Code
    • Country
    • State
    Action
    Write

Automate Pipedrive: get inspired on the Zapier blog

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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.
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    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.
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