Update deals in Freshsales Suite whenever document status changes in PandaDoc
Keep your sales process flowing smoothly with this streamlined workflow. When a document status changes in PandaDoc, this automation updates your deal in the Freshsales Suite instantly. It's a seamless way to keep your sales and documentation synchronized, saving you time and ensuring your records are always up-to-date.
Keep your sales process flowing smoothly with this streamlined workflow. When a document status changes in PandaDoc, this automation updates your deal in the Freshsales Suite instantly. It's a seamless way to keep your sales and documentation synchronized, saving you time and ensuring your records are always up-to-date.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Update Deal
update an existing deal
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