Pipedrive + Big Commerce + Pandadoc integration

Use Autopilot to create journeys that use the Pipedrive, Big Commerce and Pandadoc integrations.

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Marketing Automation ideas to integrate Pipedrive, Big Commerce and Pandadoc.

New BigCommerce Customer to Check Pandadoc Status to Schedule Pipedrive Activity

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New BigCommerce Customer to Check Pandadoc Status to Update Pipedrive Person Field

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Abandoned BigCommerce Cart to Check Pandadoc Status to Update Pipedrive Deal Field

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New BigCommerce Customer to Schedule Pipedrive Activity to Send Pandadoc Document

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New BigCommerce Customer to Update Pipedrive Deal Field to Send Pandadoc Document

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Abandoned BigCommerce Cart to Check Pandadoc Status to Update Pipedrive Person Field

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New Big Commerce Order to Check Pandadoc Status to Add Pipedrive Deal

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New Big Commerce Order to Send Pandadoc Document to Assign Pipedrive Person Owner

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New BigCommerce Customer to Add Pipedrive Note to Send Pandadoc Document

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New BigCommerce Customer to Check Pipedrive Deal Stage to Send Pandadoc Document

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New BigCommerce Customer to Assign Pipedrive Person Owner to Send Pandadoc Document

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Abandoned BigCommerce Cart to Send Pandadoc Document to Add Pipedrive Deal

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New Big Commerce Order to Check Pipedrive Deal Stage to Send Pandadoc Document

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New BigCommerce Customer to Send Pandadoc Document to Add Pipedrive Deal

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Abandoned BigCommerce Cart to Assign Pipedrive Person Owner to Send Pandadoc Document

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New Big Commerce Order to Update Pipedrive Person Field to Send Pandadoc Document

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New BigCommerce Customer to Update Pipedrive Person Field to Send Pandadoc Document

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New BigCommerce Customer to Check Pandadoc Status to Update Pipedrive Deal

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New Big Commerce Order to Send Pandadoc Document to Update Pipedrive Deal Field

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New Big Commerce Order to Send Pandadoc Document to Schedule Pipedrive Activity

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Showing 20 journey ideas for Pipedrive, Big Commerce and Pandadoc

About the Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About the Big Commerce integration

BigCommerce enables merchants to sell more and scale faster than any other solution. We empower some of Australia's most successful brands to grow sales while streamlining operations.

About the Pandadoc integration

Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Big Commerce integration and the Pandadoc integration.

Journey Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
New Big Commerce Order
Triggers when a contact places a new order in Big Commerce.
New BigCommerce Customer
Triggers a contact into a journey when a new customer is added to Big Commerce.
Abandoned BigCommerce Cart
Add a new contact to a journey when they abandon a Big Commerce cart.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Pipedrive, Big Commerce and Pandadoc.