Pipedrive Integration: Foundations
Discover how to set up a personalized document automation process through the integration of Pipedrive and PandaDoc. In this 30-minute course, you'll learn how to set up the integration to improve collaboration and streamline document creation with information from your CRM. (Learn more…)
Discover how to set up a personalized document automation process through the integration of Pipedrive and PandaDoc. In this 30-minute course, you will gain the knowledge necessary to set up the integration, improve collaboration and streamline document creation with information from your CRM. This course consists of multiple lessons and includes videos and simulations to allow you as the learner to become familiar with the best practices of using the Pipedrive and PandaDoc integration.
This course is designed for:
- PandaDoc users using Pipedrive as their CRM
- Users with a Business or Enterprise plan
By the end of this course, you’ll be able to:
- Configure the integration between Pipedrive and PandaDoc
- Customize Templates to automatically extract data from Pipedrive when creating Documents
- Create PandaDoc Documents directly from your Pipedrive account
- Manage document data to match your deals in Pipedrive after the Document has been created