Скачать с ютуб Pipedrive and PandaDoc EXPERT Shares Top Automation Secrets for 2025 в хорошем качестве

Pipedrive and PandaDoc EXPERT Shares Top Automation Secrets for 2025

Want a free 30-day Pipedrive Trial and free 1-hour working session? Sign up for a Pipedrive using this link: https://bit.ly/pdopsdesigned Want a 14-day PandaDoc Trial? Sign up here: https://bit.ly/pandadocod By using those links you’ll get a 30-day Pipedrive extended trial and we’ll schedule a 1-hour consultation with you, all for FREE. Questions? Email us at [email protected] -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- In this video, I will show you exactly how to automate your proposal and contract creation by integrating PandaDoc with Pipedrive using Zapier. A third-party tool like Zapier allows you to create more complex automations, including creating proposals or contracts, updating the Deal in Pipedrive, creating Activities in Pipedrive, and more. 0:22 - Demonstration of this automation 1:59 - How to have a dynamic document in PandaDoc 3:22 - Step-by-step how to build this automation using Zapier If you’re ready to dive into automation a bit more, take a look at these videos: How to build an activity flow in Pipedrive Workflow Automation    • Updated: MASTER Pipedrive Workflow Automat...   How to program recurring activities in Pipedrive Workflow Automation    • Pipedrive POWER USER Reveals How to Automa...   -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Need 1:1 help with Pipedrive? Book a 30- or 60-minute session https://bit.ly/pipedrivetraining Book a comprehensive Strategy Session https://bit.ly/pd-working-session And don’t forget to click SUBSCRIBE to be notified as new content drops. #Pipedrivepartner #Pipedrivetutorial #howtousePipedrive