Pipedrive + Pandadoc + Salesforce integration

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

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Marketing Automation ideas to integrate Pipedrive, Pandadoc and Salesforce.

Pipedrive Deal Status Match to Send Pandadoc Document to Create Salesforce Opportunity

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Person Field Match to Send Pandadoc Document to Set Salesforce Campaign Member Status

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Person Field Match to Create Salesforce Opportunity to Send Pandadoc Document

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Salesforce Campaign Trigger to Check Pipedrive Person Field to Send Pandadoc Document

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

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Salesforce Field Changed to Check Pandadoc Status to Assign Pipedrive Person Owner

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Pandadoc Document Status Change to Update Salesforce Field to Update Pipedrive Deal Stage

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Pandadoc Document Status Change to Update Pipedrive Deal Stage to Create Salesforce Opportunity

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Send Pandadoc Document

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Pandadoc Document Status Change to Assign Salesforce Lead 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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Pipedrive Deal Stage Match to Check Pandadoc Status to Add Salesforce Task

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

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Pandadoc Document Status Change to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Pandadoc Document Status Change to Check Pipedrive Person Field to Assign Salesforce Lead

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Pandadoc Document Status Change to Create Salesforce Opportunity to Update Pipedrive Person Field

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Pandadoc Document Status Change to Assign Pipedrive Person Owner to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Check Pandadoc Status to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Check Pandadoc Status to Create Salesforce Opportunity

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

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Showing 20 journey ideas for Pipedrive, Pandadoc and Salesforce

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 Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Pandadoc integration and the Salesforce 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field's value meets your criteria (e.g. contains a particular word).

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.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

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 Salesforce.