ClickFunnels Classic + PandaDoc
Create PandaDoc documents for new ClickFunnels contact activities
Easily manage your new ClickFunnels contact activities by creating PandaDoc documents for each one. With this streamlined workflow, you'll save time and stay organized by having a document generated every time there's new contact activity in ClickFunnels. This automation ensures consistent and efficient document creation, allowing you to focus on more important tasks.
Easily manage your new ClickFunnels contact activities by creating PandaDoc documents for each one. With this streamlined workflow, you'll save time and stay organized by having a document generated every time there's new contact activity in ClickFunnels. This automation ensures consistent and efficient document creation, allowing you to focus on more important tasks.
- When this happens...New Contact Activity
Triggers when Contact activity record is created.
- automatically do this!Create Document
Create a document from a template.
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