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Interact + PandaDoc

Create or update PandaDoc contacts for new Interact leads

Effortlessly manage your leads and contacts with this seamless workflow between Interact and PandaDoc. When a new lead is created in Interact, it will generate or update the corresponding contact in PandaDoc, ensuring your contact information is always up-to-date. Stay organized and enhance your lead management process with this streamlined automation.

Effortlessly manage your leads and contacts with this seamless workflow between Interact and PandaDoc. When a new lead is created in Interact, it will generate or update the corresponding contact in PandaDoc, ensuring your contact information is always up-to-date. Stay organized and enhance your lead management process with this streamlined automation.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
    • 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
    • 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
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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pandadoc logo
pandadoc logo

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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