Pipedrive + Pandadoc + Segment integration

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

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Marketing Automation ideas to integrate Pipedrive, Pandadoc and Segment.

Segment Event to Check Pandadoc Status to Add Pipedrive Deal

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Person Field Match to Add Pipedrive Deal to Send Pandadoc Document

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Segment Event to Check Pipedrive Deal Stage to Send Pandadoc Document

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Person Field Match to Send Segment Event to Send Pandadoc Document

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Pipedrive Deal Stage Match to Check Pandadoc Status to Assign Pipedrive Person Owner

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

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Person Field Match to Schedule Pipedrive Activity to Send Pandadoc Document

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

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

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

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Pandadoc Document Status Change to Update Pipedrive Deal Stage to Send Segment Event

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

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

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Person Field Match to Check Pandadoc Status to Assign Pipedrive Person Owner

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

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

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

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Segment Event to Send Pandadoc Document to Schedule Pipedrive Activity

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

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

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Showing 20 journey ideas for Pipedrive, Pandadoc and Segment

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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Pandadoc integration and the Segment 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.
Segment Event
Add a contact to a journey when they perform a Segment event.

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

Add Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
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.
Send Segment Event
Send a contextual Segment Event.

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 Segment.