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.

PandaDoc

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.

Pipedrive

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

ClickUp

Katherine Sassine

Anytime a document completed is created in PandaDoc, find deal in Pipedrive, update deal in Pipedrive; then create a task in Click Up

Create in click Up=

“Anytime a document completed is created in PandaDoc, find deal in Pipedrive, update deal in Pipedrive; then create a task in Click Up”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime a document completed is created in PandaDoc

Find deal in Pipedrive

Update deal in Pipedrive

Create task in ClickUp

This Zap uses the following 3 apps

PandaDoc

Pipedrive

ClickUp

More ways to use these popular apps!