Pipedrive + Pandadoc + Freshdesk integration

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

Upcoming
Upcoming

Marketing Automation ideas to integrate Pipedrive, Pandadoc and Freshdesk.

Freshdesk Contact Updated to Check Pipedrive Deal Stage to Send Pandadoc Document

Try this free

Create New Freshdesk Ticket to Check Pandadoc Status to Add Pipedrive Note

Try this free

Pipedrive Deal Status Match to Assign Pipedrive Person Owner to Send Pandadoc Document

Try this free

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

Try this free

Freshdesk Ticket Updated to Send Pandadoc Document to Update Pipedrive Deal

Try this free

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

Try this free

Pandadoc Document Status Change to Schedule Pipedrive Activity to Freshdesk Update Ticket

Try this free

Pandadoc Document Status Change to Freshdesk Ticket Status to Assign Pipedrive Person Owner

Try this free

Person Field Match to Add Pipedrive Deal to Send Pandadoc Document

Try this free

New Freshdesk Ticket to Send Pandadoc Document to Add Pipedrive Deal

Try this free

Create New Freshdesk Ticket to Check Pandadoc Status to Update Pipedrive Person Field

Try this free

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

Try this free

New Freshdesk Ticket to Check Pandadoc Status to Add Pipedrive Deal

Try this free

Person Field Match to Check Pandadoc Status to Schedule Pipedrive Activity

Try this free

Freshdesk New Contact to Update Pipedrive Deal Field to Send Pandadoc Document

Try this free

Person Field Match to Check Pandadoc Status to Freshdesk Update Ticket

Try this free

Freshdesk Contact Updated to Check Pandadoc Status to Add Pipedrive Deal

Try this free

Pipedrive Deal Stage Match to Send Pandadoc Document to Assign Pipedrive Person Owner

Try this free

Pandadoc Document Status Change to Freshdesk Update Ticket to Add Pipedrive Deal

Try this free

Create New Freshdesk Ticket to Send Pandadoc Document to Update Pipedrive Person Field

Try this free

Showing 20 journey ideas for Pipedrive, Pandadoc and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Pandadoc integration and the Freshdesk 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.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.