PandaDoc + Pipedrive Integration | Automate Sales Documents & Close Deals Faster

Explore Triggers and Actions

Document State Changed (Instant)

Trigger new event when a document's state is changed.

Document Creation Failed (Instant)

Trigger new event when a document failed to be created.

Recipient Completed (Instant)

Trigger new event when a recipient completes a document.

Document Deleted (Instant)

Trigger new event when a document is deleted.

Document Updated (Instant)

Trigger new event when a document is updated.

Add Person

Adds a new person.

Get Lead by ID

Get a lead by its ID.

Get person details

Get details of a person by their ID.

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. for.

Search Leads

Search for leads by name or email.

Search Notes

Search for notes in Pipedrive.

Search persons

Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs

Update Deal

Updates the properties of a deal.

Update Person

Updates an existing person in Pipedrive.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Pandadoc and Pipedrive?

The PandaDoc and Pipedrive integration empowers sales teams to create, send, and track professional proposals, contracts, and quotes directly within Pipedrive. Automate document workflows, sync data effortlessly, and gain real-time insights to close deals faster and improve customer engagement.

Frequently asked questions

How does the PandaDoc and Pipedrive integration work?

The integration connects your PandaDoc account with Pipedrive, allowing you to generate and send documents like proposals and contracts directly from your Pipedrive deals. Document status and data sync automatically between both platforms.

Can I create PandaDoc templates using Pipedrive data?

Yes! You can use Pipedrive deal and contact information to populate PandaDoc templates automatically, reducing manual entry and ensuring accuracy in your documents.

Will document activity update my Pipedrive deals?

Absolutely. When recipients view, sign, or complete documents sent via PandaDoc, these activities are logged and reflected in your Pipedrive deal timeline for full visibility.

Is it possible to track document status within Pipedrive?

Yes, the integration provides real-time status updates such as sent, viewed, and signed directly within your Pipedrive interface, helping you monitor progress without switching apps.

Do I need technical skills to set up the integration?

No technical expertise is required. The integration can be set up quickly through straightforward steps within both PandaDoc and Pipedrive platforms.

Pandadoc and Pipedrive Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Pandadoc and Pipedrive?

Frequently asked questions

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