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Update Pipedrive deals when new PandaDoc documents are completed

  1. When this happensStep 1: Document Completed

  2. Then do thisStep 2: Update Deal

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.

How this PandaDoc-Pipedrive integration works

  1. New PandaDoc document is Completed
  2. Zapier updates deal in Pipedrive

Apps involved

  • PandaDoc
  • Pipedrive

Connect PandaDoc + Pipedrive in Minutes

It's easy to connect PandaDoc + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

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