Pipedrive + Pandadoc + Page Visit Tracking integration

Use Autopilot to create journeys that use the Pipedrive, Pandadoc and Page Visit Tracking integrations.

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Marketing Automation ideas to integrate Pipedrive, Pandadoc and Page Visit Tracking.

Page Visited to Check Pandadoc Status to Update Pipedrive Person Field

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

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Page Visited to Update Pipedrive Person Field to Send Pandadoc Document

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

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

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

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Page Visited to Send Pandadoc Document to Assign Pipedrive Person Owner

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Page Visited to Add Pipedrive Deal to Send Pandadoc Document

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

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

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Person Field Match to Check Pandadoc Status to Add Pipedrive Deal

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

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

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

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

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Page Visited to Schedule Pipedrive Activity to Send Pandadoc Document

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

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

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Pipedrive Deal Status Match to Update Pipedrive Deal Stage to Send Pandadoc Document

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

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Showing 20 journey ideas for Pipedrive, Pandadoc and Page Visit Tracking

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Pandadoc integration and the Page Visit Tracking 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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, Pandadoc and Page Visit Tracking.