PandaDoc + Pipedrive
Update and manage PandaDoc contacts with updated persons in Pipedrive
Keep your contacts up-to-date across all your business applications. With this workflow, whenever the details of a person are updated in Pipedrive, the contact information is immediately refreshed in PandaDoc. This saves you from having to manually update data, ensuring consistency and accuracy in your contact management.
Keep your contacts up-to-date across all your business applications. With this workflow, whenever the details of a person are updated in Pipedrive, the contact information is immediately refreshed in PandaDoc. This saves you from having to manually update data, ensuring consistency and accuracy in your contact management.
- When this happens...Updated Person
Triggers when an existing person is updated.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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Ads & ConversionAbout 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.
