Pipedrive + Shopify + Pandadoc integration

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

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Marketing Automation ideas to integrate Pipedrive, Shopify and Pandadoc.

New Shopify Customer to Check Pandadoc Status to Assign Pipedrive Person Owner

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New Shopify Customer to Add Pipedrive Note to Send Pandadoc Document

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Has Abandoned Shopify Cart to Update Pipedrive Deal to Send Pandadoc Document

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New Shopify Customer to Check Pandadoc Status to Update Pipedrive Deal

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Shopify Abandoned Cart to Update Pipedrive Deal to Send Pandadoc Document

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New Shopify Customer to Check Pandadoc Status to Update Pipedrive Deal Field

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Has Abandoned Shopify Cart to Send Pandadoc Document to Update Pipedrive Deal Field

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Has Abandoned Shopify Cart to Send Pandadoc Document to Assign Pipedrive Person Owner

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New Shopify Customer to Assign Pipedrive Person Owner to Send Pandadoc Document

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New Shopify Customer to Check Pandadoc Status to Add Pipedrive Note

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New Shopify Customer to Schedule Pipedrive Activity to Send Pandadoc Document

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Has Abandoned Shopify Cart to Assign Pipedrive Person Owner to Send Pandadoc Document

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Has Abandoned Shopify Cart to Check Pandadoc Status to Add Pipedrive Note

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Has Abandoned Shopify Cart to Update Pipedrive Deal Field to Send Pandadoc Document

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New Shopify Customer to Send Pandadoc Document to Update Pipedrive Deal Field

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Shopify Abandoned Cart to Send Pandadoc Document to Schedule Pipedrive Activity

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Shopify Abandoned Cart to Check Pandadoc Status to Assign Pipedrive Person Owner

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Has Abandoned Shopify Cart to Check Pandadoc Status to Update Pipedrive Deal

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Shopify Abandoned Cart to Assign Pipedrive Person Owner to Send Pandadoc Document

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Shopify Abandoned Cart to Check Pandadoc Status to Schedule Pipedrive Activity

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Showing 20 journey ideas for Pipedrive, Shopify 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 Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many 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, Shopify 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.
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.
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 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.

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, Shopify and Pandadoc.