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
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.PDFMonkey Integrations
Pipedrive + GmailSend Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
Pipedrive + SlackReceive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
Pipedrive + TwitterAdd Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
Pipedrive + SalesforceCreate Leads on Salesforce for New Pipedrive People Read More...
It's easy to connect Pipedrive + PDFMonkey without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Triggers when a document's generation is complete and successful.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
Find a document in PDFMonkey.
Generate a new document
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.
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.
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.