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  • Pipedrive logoPipedrive logo

PandaDoc + Pipedrive

Update Pipedrive deals when new PandaDoc documents are sent

Keep your sales process streamlined by connecting PandaDoc and Pipedrive with this efficient workflow. Whenever a document is sent in PandaDoc, it will automatically update the corresponding deal in Pipedrive. Spend less time manually updating deals and focus more on closing sales with this seamless automation.

Keep your sales process streamlined by connecting PandaDoc and Pipedrive with this efficient workflow. Whenever a document is sent in PandaDoc, it will automatically update the corresponding deal in Pipedrive. Spend less time manually updating deals and focus more on closing sales with this seamless automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • 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
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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.

Related categories

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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.