Create new documents in PandaDoc for every new activity in Pipedrive
Experience a smoother workflow between Pipedrive and PandaDoc with this automation. With each new activity recorded in Pipedrive, a correlating document will be generated in PandaDoc. This not only simplifies your sales process but also eliminates manual data entry for your team. By ensuring consistent documentation, your team can focus on closing more deals with efficiency and updates in real-time.
Experience a smoother workflow between Pipedrive and PandaDoc with this automation. With each new activity recorded in Pipedrive, a correlating document will be generated in PandaDoc. This not only simplifies your sales process but also eliminates manual data entry for your team. By ensuring consistent documentation, your team can focus on closing more deals with efficiency and updates in real-time.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document
Create a document from a template.
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