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Pipedrive + PDFMonkey Integrations

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and PDFMonkey

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

PDFMonkey Integrations

Best Pipedrive and PDFMonkey Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Pipedrive {{item.triggerTitle}}
     
    Then do this...
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Connect Pipedrive + PDFMonkey in easier way

It's easy to connect Pipedrive + PDFMonkey without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Document Generated

    Triggers when a document's generation is complete and successful.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Pipedrive & PDFMonkey Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Pipedrive with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select PDFMonkey as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate PDFMonkey with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and PDFMonkey

Pipedrive is a sales and marketing automation application that helps companies manage their sales pipeline. It helps businesses plan sales activities, track and forecast sales leads and opportunities, and achieve better sales results. It is built to help businesses grow their business and outsell their competitors. Pipedrive works for teams of all sizes from startups to enterprises.

Pipedrive offers customizable dashboards that allow the users to monitor the sales process and helps them track the revenue they bring in. The dashboard consists of pipeline stages and fields, pipelines, sales and marketing, contacts, projects, budgets, programs, and financials.

PDFMonkey is another productivity spution that can be integrated with Pipedrive to create PDF forms. This integration enables the users to add PDF forms to their Pipedrive account. The form can be used to cplect information from people who are interested in subscribing to the services of a company or conducting a transaction with it. It allows the users to cplect information about their products or services through an online form that can be uploaded as a PDF in the account.

Integration of Pipedrive and PDFMonkey

The integration of Pipedrive and PDFMonkey allows the users to create PDF forms that they can use on their website or mobile app, or send via email. The forms can be created in the PDF format using PDFMonkey and uploaded in the Pipedrive account. After the form is uploaded in the Pipedrive account, the information cplected in the form can be added to contacts, opportunities, deals and companies in Pipedrive. The information can also be exported from Pipedrive as a CSV file for further use. The integration with PDFMonkey also allows the users to create PDF forms right from the Pipedrive pipeline. They only have to select the type of PDF form from among the options available and fill in the fields. PDFMonkey automatically generates the form in the chosen format. It also sends an email alert with a link to download the generated form after it is uploaded in Pipedrive.

Benefits of Integration of Pipedrive and PDFMonkey

The integration of Pipedrive and PDFMonkey enables the users to create forms for cplecting information about themselves on their website or mobile app or through email. They can also use the form to cplect information that they wish to convert into leads or use for other purposes. The integration of Pipedrive and PDFMonkey streamlines business processes. With the integration of Pipedrive and PDFMonkey, users no longer need a separate top for creating forms. They also do not need a CRM top like Pipedrive for cplecting data. The integration of Pipedrive and PDFMonkey saves time as they can upload their forms without having to install any additional software. They can also get insights into their customers’ behavior by tracking conversions on their forms as well as import and export data into different formats.

The process to integrate Pipedrive and PDFMonkey may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.