Pipedrive + Insightly + Pandadoc integration

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

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Marketing Automation ideas to integrate Pipedrive, Insightly and Pandadoc.

Check Insightly Opportunity Stage to Assign Insightly Owner to Add a Pipedrive Deal

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Assign Insightly Owner

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Check Insightly Contact Field to Assign Insightly Task to Assign Pipedrive Person Owner

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Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Update Insightly Contact Field

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Check Insightly Contact Field to Update Insightly Contact Field to Add a Pipedrive Deal

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Add Insightly Opportunity to Assign Insightly Owner to Schedule Pipedrive Activity

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Check Insightly Contact Field to Assign Insightly Owner to Assign Pipedrive Person Owner

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Person Field Match to Check Pandadoc Status to Update Insightly Contact Field

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Pipedrive Deal Stage Match to Update Pipedrive Deal Stage to Assign Insightly Owner

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Check Insightly Contact Field to Assign Pipedrive Person Owner to Assign Insightly Task

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Person Field Match to Assign Insightly Task to Add a Pipedrive Deal

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Check Insightly Contact Field to Create Insightly Project to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Match to Update Insightly Contact Field to Schedule Pipedrive Activity

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Insightly Opportunity Status Change to Update Pipedrive Person Field to Send Pandadoc Document

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Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Assign Insightly Task

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Add Insightly Opportunity to Assign Insightly Task to Schedule Pipedrive Activity

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Person Field Match to Check Pipedrive Deal Stage to Create Insightly Project

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Add Insightly Opportunity to Check Pipedrive Deal Stage to Assign Insightly Owner

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Insightly Opportunity Status Change to Check Pandadoc Status to Update Pipedrive Deal Stage

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Insightly Contact Field Change to Assign Pipedrive Person Owner to Assign Insightly Task

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Showing 20 journey ideas for Pipedrive, Insightly 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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

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, Insightly integration and the Pandadoc integration.

Journey Triggers

Person Field Match
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Stage Match
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
Pipedrive Deal Status Match
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
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 the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Journey Actions

Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
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, Insightly and Pandadoc.