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Zapier makes it easy to integrate PandaDoc with Pipedrive - no code necessary. See how you can get setup in minutes.
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PandaDoc
PandaDoc
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
PandaDoc
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Completed" from PandaDoc.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects PandaDoc and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use PandaDoc and Pipedrive with AI agents and code
Beyond Zap workflows. Call PandaDoc and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose PandaDoc and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Attachment
Add Discount to Deal
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect PandaDoc and Pipedrive to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate PandaDoc on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your PandaDoc to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about PandaDoc + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PandaDoc and Pipedrive
How do I connect PandaDoc with Pipedrive?
To connect PandaDoc with Pipedrive, you need to set up an integration through our platform. First, log in to your account on both platforms. Then, navigate to the integrations section in your PandaDoc account and select Pipedrive. Follow the prompts to authorize the connection using your API keys from Pipedrive.
Can I automatically create a document in PandaDoc when a deal is moved in Pipedrive?
Yes, you can automate document creation by setting up a trigger-action workflow. For example, when a deal reaches a specific stage in Pipedrive, our system can trigger PandaDoc to automatically generate a new document based on predefined templates.
Is it possible to update custom fields in Pipedrive using data from PandaDoc documents?
Absolutely! With our integration, once a document is completed in PandaDoc, you can set an action to update specific custom fields in Pipedrive with data extracted from the completed document.
How do I send notifications when a document is signed in PandaDoc?
You can configure triggers so that when a document is signed in PandaDoc, an automatic notification is sent via email or updated directly within your team communication channels like Slack. This ensures everyone stays informed about important contract statuses.
What happens if there is an error during the integration process between PandaDoc and Pipedrive?
Errors during integration could arise due to incorrect API keys or connectivity issues. We recommend checking your API key entries and network connections first. If issues persist, consult our support documentation or contact our technical support team for assistance.
Can I use data from Pipedrive deals within my PandaDoc templates?
Yes, our integration supports pulling data from specific fields within your Pipedrive deals directly into designated areas of your PandaDoc templates, simplifying personalization and accuracy in each document.
Are there any limitations on the number of documents that can be managed through this integration?
While there are no strict limits imposed by us for managing documents through the integration between PandaDoc and Pipedrive, it’s essential to adhere to any plan-specific restrictions either platform might independently enforce regarding data usage and storage.
About PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
