Update Pipedrive deals when new PandaDoc documents are completed
Connect your CRM to your document management tool with this Zapier automation. Once activated, whenever a document is completed in PandaDoc, Zapier will automatically update the deal stage and any Pipedrive field values that were edited within PandaDoc.
Connect your CRM to your document management tool with this Zapier automation. Once activated, whenever a document is completed in PandaDoc, Zapier will automatically update the deal stage and any Pipedrive field values that were edited within PandaDoc.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Update Deal
Updates an existing deal.
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