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Integrate PandaDoc with Pipedrive to automate your work

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1. Choose a Trigger

An event that starts an automation

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect PandaDoc to Pipedrive with a Zapier template.

Our most popular template

Update Pipedrive deals when new PandaDoc documents are completed
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PandaDoc + Pipedrive
Attach PDF of newly-completed PandaDoc documents to Pipedrive deals
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PandaDoc + Pipedrive
Create Pipedrive activities when PandaDoc documents are completed
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PandaDoc + Pipedrive
Update Pipedrive deals when new PandaDoc documents are sent
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PandaDoc + Pipedrive
Create PandaDoc documents for updated Pipedrive deal stages
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Pipedrive + PandaDoc
Create Pipedrive activities for newly paid PandaDoc documents
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PandaDoc + Pipedrive

Update Pipedrive deals when new PandaDoc documents are completed

PandaDoc + Pipedrive

Attach PDF of newly-completed PandaDoc documents to Pipedrive deals

PandaDoc + Pipedrive

Create Pipedrive activities when PandaDoc documents are completed

PandaDoc + Pipedrive

Update Pipedrive deals when new PandaDoc documents are sent

PandaDoc + Pipedrive

Create PandaDoc documents for updated Pipedrive deal stages

Pipedrive + PandaDoc

Create Pipedrive activities for newly paid PandaDoc documents

PandaDoc + Pipedrive

Create Pipedrive notes for newly sent PandaDoc documents
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PandaDoc + Pipedrive
Create PandaDoc api requests from new Pipedrive deals matching filters
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Pipedrive + PandaDoc

Make work flow with AI

Level up your PandaDoc to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect PandaDoc and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

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
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document ID
  Required
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Id
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Pricing Table Currency
- Source Channel
Action
Write
- Attachment Name
  Required
- Owner
- Address
Action
Write
- Attachment Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Pricing Table Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Id
  Required
- Title
- Document Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Pricing Table Currency
Action
Write
- Id
  Required
- Owner
- Attachment Name
  Required
- Address
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
- Title
- Creation Date
- Document Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Pricing Table Currency
Action
Search or write
- Search for an Exact Match?
- Attachment Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Attachment Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Pricing Table Currency
- Price
- Cost
- Overhead_cost
Action
Search or write

- Source
- Document Status
Trigger
Instant
Try It
- Source
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
- Name
- Document Status
- Template
  Required
- Form
Action
Search
- Document ID
  Required
Action
Search
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Document Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Id
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Title
- Creation Date
- Document Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Pricing Table Currency
Action
Write
- Assign To
- What to add follower to?
  Required
Action
Write
- Content
  Required
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- Attachment Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Write
- Id
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Id
  Required
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Pricing Table Currency
- Source Channel
Action
Write
- Id
  Required
- Attachment Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
Action
Search
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Id
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Title
- Creation Date
- Document Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Pricing Table Currency
Action
Search or write
- Search for an Exact Match?
- Title
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Pricing Table Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Attachment Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Search or write

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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.

Learn more Help

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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.

Learn more Help

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CRM (Customer Relationship Management)

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