Pipedrive + Pandadoc + Base CRM integration

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

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Marketing Automation ideas to integrate Pipedrive, Pandadoc and Base CRM.

Add a Base Deal to Check Pandadoc Status to Update Pipedrive Deal Stage

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

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Pandadoc Document Status Change to Assign Pipedrive Person Owner to Send Pandadoc Document

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Pandadoc Document Status Change to Assign Base Contact Owner to Update Pipedrive Person Field

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Pandadoc Document Status Change to Assign Base Contact Owner to Add a Pipedrive Deal

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Pandadoc Document Status Change to Schedule Pipedrive Activity to Assign Base Contact Owner

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Pipedrive Deal Stage Match to Check Pipedrive Person Field to Send Pandadoc Document

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Pipedrive Deal Stage Match to Check Pandadoc Status to Update Base Contact Field

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Pipedrive Deal Stage Match to Update Pipedrive Person Field to Send Pandadoc Document

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Pipedrive Deal Stage Match to Check Pandadoc Status to Schedule Pipedrive Activity

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Pandadoc Document Status Change to Check Pipedrive Person Field to Send Pandadoc Document

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Pandadoc Document Status Change to Check Pandadoc Status to Add a Pipedrive Deal

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Check Base Deal Stage to Send Pandadoc Document to Assign Pipedrive Person Owner

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Pandadoc Document Status Change to Send Pandadoc Document to Schedule Pipedrive Activity

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Base Contact Field Change to Send Pandadoc Document to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Check Pandadoc Status to Update Pipedrive Deal Stage

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Send Pandadoc Document

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Assign Base Task to Send Pandadoc Document to Update Pipedrive Person Field

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Add a Base Deal to Assign Pipedrive Person Owner to Send Pandadoc Document

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Pipedrive Deal Stage Match to Check Pandadoc Status to Add a Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Pandadoc and Base CRM

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 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.

About the Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Pandadoc integration and the Base CRM 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.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

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.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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, Pandadoc and Base CRM.