Pipedrive + Salesforce + Pandadoc integration

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

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Marketing Automation ideas to integrate Pipedrive, Salesforce and Pandadoc.

Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Add Pipedrive Deal

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Pipedrive Deal Status Match to Check Pipedrive Deal Field to Add Salesforce Task

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

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Pandadoc Document Status Change to Schedule Pipedrive Activity to Assign Salesforce Lead

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Person Field Match to Check Pipedrive Person Field to Update Salesforce Field

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Salesforce Field Changed to Check Pandadoc Status to Add Pipedrive Deal

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Person Field Match to Send Pandadoc Document to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Assign Salesforce Lead

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Pipedrive Deal Status Match to Add Pipedrive Deal to Update Salesforce Field

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Salesforce Field Changed to Check Pipedrive Deal Field to Send Pandadoc Document

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Pipedrive Deal Stage Match to Add Pipedrive Deal to Update Salesforce Field

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Salesforce Campaign Trigger to Add Salesforce Task to Assign Pipedrive Person Owner

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Add Pipedrive Note

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Salesforce Field Changed to Update Pipedrive Person Field to Update Salesforce Field

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Pipedrive Deal Status Match to Add Pipedrive Note to Update Salesforce Field

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Salesforce Field Changed to Schedule Pipedrive Activity to Send Pandadoc Document

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Salesforce Field Changed to Update Pipedrive Deal to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Check Pipedrive Person Field to Add Salesforce Task

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Pipedrive Deal Status Match to Update Pipedrive Person Field to Create Salesforce Opportunity

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Pipedrive Deal Status Match to Create Salesforce Opportunity to Add Pipedrive Deal

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Showing 20 journey ideas for Pipedrive, Salesforce and Pandadoc

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 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Pipedrive integration, Salesforce integration and the Pandadoc 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.
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 meets your criteria (e.g. contains a particular word).
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

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 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.
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.
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.
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, Salesforce and Pandadoc.