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PandaDoc + Pipedrive

Update Pipedrive deals when new PandaDoc documents are completed

Connect your CRM to your document management tool with this Zapier automation. Once activated, whenever a document is completed in PandaDoc, Zapier will automatically update the deal stage and any Pipedrive field values that were edited within PandaDoc.

Connect your CRM to your document management tool with this Zapier automation. Once activated, whenever a document is completed in PandaDoc, Zapier will automatically update the deal stage and any Pipedrive field values that were edited within PandaDoc.

  1. short arrow
    long arrow
    When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite

Supported triggers and actions

What does this mean?
pandadoc logo
pandadoc logo
pandadoc logo

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.
Learn More

Related categories

  • Documents

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pipedrive logo
pipedrive logo
pipedrive logo

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.

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