PandaDoc + Pipedrive
Update deals in Pipedrive when document status changes in PandaDoc
Easily keep track of your business deals when there's a change in document status in PandaDoc. With this workflow, every time there's an update in PandaDoc, a corresponding deal in Pipedrive is immediately updated. This helps streamline your sales process, ensuring that your deal information always remains up-to-date for accurate decision making.
Easily keep track of your business deals when there's a change in document status in PandaDoc. With this workflow, every time there's an update in PandaDoc, a corresponding deal in Pipedrive is immediately updated. This helps streamline your sales process, ensuring that your deal information always remains up-to-date for accurate decision making.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Update Deal
Updates an existing deal.
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