Focus: The focus of this document is to provide steps and information for the PipelineDeals integration with PandaDoc.
What does this integration do? This integration will allow you to import your contacts from PipelineDeals to your PandaDoc account in order to send out documents. This will also continue to import contacts from PipelineDeals to PandaDoc, every eight hours.
Please note: This integration will sync 4 “four” fields from PipelineDeals to PandaDoc: First Name, Last Name, Email address and Company.
Step 1: Go to Settings > Integrations, Find PipelineDeals, and click on the icon.
Step 2: Confirm the connection setup, by clicking on the “Connect PipelineDeals” button.
Step 3: Enter in your PipelineDeals API Key and click on “Connect PipelineDeals”. (Click here to find your PipelineDeals API Key).
Step 4: You will be presented with a notification screen that the import has been started. Once this is done, you contacts will show up under “Contacts” on the left. You will also notice that any contacts that came through this integration will also be notated in the contact record, with a “PipelineDeals” link. You can also click on the PipelineDeals link to take you into PipelineDeals for this contact.
Step 5: Disconnecting the integration. If you ever need to disconnect the Integration; Go to Settings > Integrations > Find PipelineDeals and click on the “Disconnect” button.