Pipedrive + Intercom + Pandadoc integration

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

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Marketing Automation ideas to integrate Pipedrive, Intercom and Pandadoc.

New Intercom Lead to Send Pandadoc Document to Add Pipedrive Deal

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Intercom Tag to Send Pandadoc Document to Assign Pipedrive Person Owner

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Add Intercom Tag to Send Pandadoc Document to Schedule Pipedrive Activity

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Intercom Tag to Send Pandadoc Document to Update Pipedrive Person Field

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Intercom Tag to Check Pandadoc Status to Update Pipedrive Deal Stage

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New Intercom Lead to Assign Pipedrive Person Owner to Send Pandadoc Document

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Intercom Tag to Update Pipedrive Person Field to Send Pandadoc Document

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Add Intercom Tag to Add Pipedrive Deal to Send Pandadoc Document

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Intercom Tag to Check Pandadoc Status to Schedule Pipedrive Activity

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New Intercom User to Update Pipedrive Deal Stage to Send Pandadoc Document

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Intercom Tag to Check Pandadoc Status to Update Pipedrive Person Field

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Add Intercom Tag to Check Pandadoc Status to Add Pipedrive Deal

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Add Intercom Tag to Assign Pipedrive Person Owner to Send Pandadoc Document

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New Intercom User to Add Pipedrive Deal to Send Pandadoc Document

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New Intercom User to Check Pipedrive Deal Stage to Send Pandadoc Document

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New Intercom Lead to Check Pandadoc Status to Schedule Pipedrive Activity

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Intercom Tag to Update Pipedrive Deal Stage to Send Pandadoc Document

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New Intercom User to Check Pandadoc Status to Update Pipedrive Deal Stage

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Intercom Tag to Schedule Pipedrive Activity to Send Pandadoc Document

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New Intercom Lead to Send Pandadoc Document to Update Pipedrive Deal Stage

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Showing 20 journey ideas for Pipedrive, Intercom 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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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, Intercom 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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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 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 Stage
Update the stage of the latest deal associated with a contact.
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.
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, Intercom and Pandadoc.