Update Pipedrive deals when new PandaDoc documents are completed
When this happensStep 1: Document Completed
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
- New PandaDoc document is Completed
- Zapier updates deal in Pipedrive