Pipedrive + Pandadoc + Typeform integration

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

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Marketing Automation ideas to integrate Pipedrive, Pandadoc and Typeform.

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

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Typeform Submitted to Send Pandadoc Document to Add Pipedrive Note

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

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

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

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Pandadoc Document Status Change to Has Submitted Typeform to Assign Pipedrive Person Owner

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

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

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

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

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

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Typeform Submitted to Schedule Pipedrive Activity to Send Pandadoc Document

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Typeform Submitted to Add Pipedrive Note 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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Person Field Match to Update Pipedrive Person Field to Send Pandadoc Document

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

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

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

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Showing 20 journey ideas for Pipedrive, Pandadoc and Typeform

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 Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Pandadoc integration and the Typeform 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.
Typeform Submitted
Add a contact to a journey when they submit a Typeform.

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.
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.

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.

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 Typeform.