Pipedrive + Trello + Pandadoc integration

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

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Marketing Automation ideas to integrate Pipedrive, Trello and Pandadoc.

Pandadoc Document Status Change to Update Pipedrive Deal Stage to Add Trello Card

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Person Field Match to Add Trello Card to Send Pandadoc Document

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Pandadoc Document Status Change to Add Trello Card to Assign Pipedrive Person Owner

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Person Field Match to Check Pipedrive Deal Stage to Add Trello Card

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Pandadoc Document Status Change to Add Trello Card to Add a Pipedrive Deal

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Pipedrive Deal Stage Match to Add Trello Card to Send Pandadoc Document

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

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Pipedrive Deal Stage Match to Add Trello Card to Update Pipedrive Deal Stage

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Pipedrive Deal Stage Match to Schedule Pipedrive Activity to Add Trello Card

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Pipedrive Deal Stage Match to Assign Pipedrive Person Owner to Add Trello Card

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Person Field Match to Update Pipedrive Deal Stage to Add Trello Card

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

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Pipedrive Deal Status Match to Check Pipedrive Deal Stage to Add Trello Card

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Pandadoc Document Status Change to Add Trello Card to Schedule Pipedrive Activity

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Pipedrive Deal Stage Match to Add a Pipedrive Deal to Add Trello Card

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

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Pipedrive Deal Status Match to Add Trello Card to Update Pipedrive Person Field

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Pipedrive Deal Status Match to Schedule Pipedrive Activity to Add Trello Card

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Pipedrive Deal Status Match to Add Trello Card to Add a Pipedrive Deal

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Person Field Match to Assign Pipedrive Person Owner to Add Trello Card

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Showing 20 journey ideas for Pipedrive, Trello 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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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, Trello integration and the Pandadoc 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.

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

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.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
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.
Add Trello Card
Adds a Trello card to a board.
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, Trello and Pandadoc.