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PandaDoc + Pipedrive Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between PandaDoc and Pipedrive.


Get started with workflows like: Update Pipedrive deals when PandaDoc documents are completed. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect PandaDoc + Pipedrive in Minutes

It's easy to connect PandaDoc + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantDocument Completed

Triggers when a document is completed.

InstantDocument Paid

Triggers when a document is paid.

New Activity

Triggers when a new activity is created.

InstantNew Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

InstantDocument Status Changed

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

InstantDocument Sent

Triggers when a document is sent.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

New Organization

Triggers when a new organization is created.

How PandaDoc + Pipedrive Integrations Work

  1. Step 1: Authenticate PandaDoc + Pipedrive.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect PandaDoc + Pipedrive