Freshsales Classic + PandaDoc
Update Freshsales Classic deals when PandaDoc documents are sent
Effortlessly stay on top of your sales process with this PandaDoc and Freshsales Classic integration. When a document is sent in PandaDoc, this workflow will update the corresponding deal in Freshsales Classic, ensuring all relevant information is up-to-date, saving you time and streamlining your sales workflow.
Effortlessly stay on top of your sales process with this PandaDoc and Freshsales Classic integration. When a document is sent in PandaDoc, this workflow will update the corresponding deal in Freshsales Classic, ensuring all relevant information is up-to-date, saving you time and streamlining your sales workflow.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Update Deal
Updates an existing deal.
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About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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Zapier Interfaces
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.
