Pipedrive + Pandadoc + SurveyMonkey integration

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

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Marketing Automation ideas to integrate Pipedrive, Pandadoc and SurveyMonkey.

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

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Person Field Match to Schedule Pipedrive Activity to Send Pandadoc Document

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

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

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Pandadoc Document Status Change to Check Pipedrive Deal Field to Send Pandadoc Document

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

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

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

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Pipedrive Deal Status Match to Send SurveyMonkey Survey to Send Pandadoc Document

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

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Pandadoc Document Status Change to Update Pipedrive Deal Field to Send SurveyMonkey Survey

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Pandadoc Document Status Change to Add Pipedrive Note to Send SurveyMonkey Survey

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

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SurveyMonkey Survey Response to Send Pandadoc Document to Update Pipedrive Deal

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SurveyMonkey Survey Response to Check Pandadoc Status to Assign Pipedrive Person Owner

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

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Pandadoc Document Status Change to Send SurveyMonkey Survey to Add Pipedrive Note

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

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Pandadoc Document Status Change to Check Pipedrive Deal Stage to Send SurveyMonkey Survey

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Person Field Match to Send Pandadoc Document to Send SurveyMonkey Survey

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Showing 20 journey ideas for Pipedrive, Pandadoc and SurveyMonkey

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 SurveyMonkey integration

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Pandadoc integration and the SurveyMonkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

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.

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.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact 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 SurveyMonkey.