Pipedrive + Pandadoc + Freshdesk integration

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

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Marketing Automation ideas to integrate Pipedrive, Pandadoc and Freshdesk.

Freshdesk Ticket Updated to Schedule Pipedrive Activity to Send Pandadoc Document

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Pipedrive Deal Status Match to Send Pandadoc Document to Schedule Pipedrive Activity

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New Freshdesk Ticket to Update Pipedrive Deal Stage to Send Pandadoc Document

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Freshdesk Ticket Updated to Check Pandadoc Status to Add a Pipedrive Deal

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Pipedrive Deal Stage Match to Freshdesk Update Ticket to Send Pandadoc Document

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Freshdesk New Contact to Schedule Pipedrive Activity to Send Pandadoc Document

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Pipedrive Deal Status Match to Send Pandadoc Document to Add a Pipedrive Deal

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

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Person Field Match to Check Pandadoc Status to Add a Pipedrive Deal

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Freshdesk Contact Updated to Send Pandadoc Document to Update Pipedrive Person Field

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Freshdesk Ticket Updated to Update Pipedrive Person Field to Send Pandadoc Document

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Pipedrive Deal Stage Match to Send Pandadoc Document to Add a Pipedrive Deal

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

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Freshdesk New Contact to Send Pandadoc Document to Assign Pipedrive Person Owner

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Freshdesk New Contact to Check Pandadoc Status to Assign Pipedrive Person Owner

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

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

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Create New Freshdesk Ticket to Check Pandadoc Status to Update Pipedrive Deal Stage

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Create New Freshdesk Ticket to Send Pandadoc Document to Add a Pipedrive Deal

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New Freshdesk Ticket to Schedule Pipedrive Activity to Send Pandadoc Document

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

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.
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.