BenchmarkONE + PandaDoc
Create or update BenchmarkONE contacts when new PandaDoc documents are sent
Effortlessly keep your contacts updated in BenchmarkONE whenever you send a document via PandaDoc. With this workflow, every time a document is sent in PandaDoc, a new contact will be created or an existing contact will be updated in BenchmarkONE. Stay organized and save time by streamlining your contact management process.
Effortlessly keep your contacts updated in BenchmarkONE whenever you send a document via PandaDoc. With this workflow, every time a document is sent in PandaDoc, a new contact will be created or an existing contact will be updated in BenchmarkONE. Stay organized and save time by streamlining your contact management process.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
About BenchmarkONE
Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
