Pipedrive + GoToWebinar + Pandadoc integration

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

Upcoming
Upcoming

Marketing Automation ideas to integrate Pipedrive, GoToWebinar and Pandadoc.

Person Field Match to Check Pipedrive Deal Field to Create GoToWebinar Registrant

Try this free

New GoToWebinar Webinar to Add Pipedrive Note to Create GoToWebinar Registrant

Try this free

New GoToWebinar Attendee to Add Pipedrive Note to Send Pandadoc Document

Try this free

Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Create GoToWebinar Registrant

Try this free

New GoToWebinar Attendee to Check Pandadoc Status to Schedule Pipedrive Activity

Try this free

Pipedrive Deal Stage Match to Create GoToWebinar Registrant to Add Pipedrive Deal

Try this free

Pipedrive Deal Stage Match to Update Pipedrive Person Field to Create GoToWebinar Registrant

Try this free

Pandadoc Document Status Change to Create GoToWebinar Registrant to Add Pipedrive Deal

Try this free

Pandadoc Document Status Change to Assign Pipedrive Person Owner to Create GoToWebinar Registrant

Try this free

New GoToWebinar Webinar to Create GoToWebinar Registrant to Assign Pipedrive Person Owner

Try this free

Pandadoc Document Status Change to Check Pipedrive Person Field to Create GoToWebinar Registrant

Try this free

Pandadoc Document Status Change to Create GoToWebinar Registrant to Assign Pipedrive Person Owner

Try this free

Pandadoc Document Status Change to Create GoToWebinar Registrant to Schedule Pipedrive Activity

Try this free

Person Field Match to Update Pipedrive Person Field to Create GoToWebinar Registrant

Try this free

Pandadoc Document Status Change to Create GoToWebinar Registrant to Update Pipedrive Person Field

Try this free

New GoToWebinar Attendee to Check Pandadoc Status to Add Pipedrive Deal

Try this free

Pipedrive Deal Stage Match to Check Pipedrive Deal Stage to Create GoToWebinar Registrant

Try this free

Person Field Match to Check Pipedrive Person Field to Create GoToWebinar Registrant

Try this free

New GoToWebinar Attendee to Send Pandadoc Document to Update Pipedrive Deal

Try this free

New GoToWebinar Webinar to Schedule Pipedrive Activity to Create GoToWebinar Registrant

Try this free

Showing 20 journey ideas for Pipedrive, GoToWebinar 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 GoToWebinar integration

GoToWebinar makes it easy to reach your audience and deliver webinars that drive results. Pick a compelling topic, invite guest speakers and include polls and surveys for truly interactive presentations. With built-in reports, analytics and full-service registration, GoToWebinar reveals your most engaged attendees, so your sales team can turn qualified leads into customers.

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, GoToWebinar 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 GoToWebinar Attendee
Triggers when a contact turn into attendees to a webinar.
New GoToWebinar Webinar
Triggers when you add a new upcoming webinar.
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.
Create GoToWebinar Registrant
Creates a new registrant for your GoToWebinar webinar when a contact enters your journey.
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, GoToWebinar and Pandadoc.