Update contacts in Bigin by Zoho CRM when new documents are completed in PandaDoc
Keep your Bigin by Zoho CRM contacts updated whenever a document is completed in PandaDoc with this streamlined workflow. It activates as soon as a document is finalized in PandaDoc, immediately updating the corresponding contact details in your CRM. Stay on top of your customer interactions and ensure your contact information is always current for effective and efficient communication.
Keep your Bigin by Zoho CRM contacts updated whenever a document is completed in PandaDoc with this streamlined workflow. It activates as soon as a document is finalized in PandaDoc, immediately updating the corresponding contact details in your CRM. Stay on top of your customer interactions and ensure your contact information is always current for effective and efficient communication.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Update Contact
Updates an existing contact.
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