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ClickFunnels Classic + PandaDoc

Add tags to ClickFunnels Classic emails when new PandaDoc documents are sent

Efficiently manage your sales process with this powerful workflow between PandaDoc and ClickFunnels Classic. When a document is sent using PandaDoc, this automation seamlessly adds a tag to your ClickFunnels Classic email, helping you track your leads and sales. Maximize your sales and marketing efforts while saving time on routine tasks.

Efficiently manage your sales process with this powerful workflow between PandaDoc and ClickFunnels Classic. When a document is sent using PandaDoc, this automation seamlessly adds a tag to your ClickFunnels Classic email, helping you track your leads and sales. Maximize your sales and marketing efforts while saving time on routine tasks.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    ClickFunnels ClassicClickFunnels Classic
    Add Tag to Email

    Add a Tag to a Contact Profile by Email.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
clickfunnels-classic logo
clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
Learn moreHelp

Related categories

  • Marketing Automation

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pandadoc logo
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About 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.

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