Capsule CRM

Capsule CRM + PandaDoc Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Capsule CRM and PandaDoc, with as many as 32 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Capsule CRM + PandaDoc and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

Document Sent

Triggers when a document is sent.

Create Document

Creates a document from a template.

Document Completed

Triggers when a document is completed.

Create Contact

Create a new contact in PandaDoc

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Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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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.

See PandaDoc Integrations