Create or update contacts in Keap when new PandaDoc documents are completed
Effortlessly maintain your Keap contacts whenever a PandaDoc document is completed with this seamless workflow. Once a document is marked as completed in PandaDoc, a new contact will be created or updated in Keap, ensuring your contact list stays current and organized. This automation helps you save time and keeps your customer information up-to-date without manual input.
Effortlessly maintain your Keap contacts whenever a PandaDoc document is completed with this seamless workflow. Once a document is marked as completed in PandaDoc, a new contact will be created or updated in Keap, ensuring your contact list stays current and organized. This automation helps you save time and keeps your customer information up-to-date without manual input.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact.
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