Tag contacts in Keap when new documents are sent in PandaDoc
When you send a document through PandaDoc, you can now easily manage your communication with the contact involved, thanks to this workflow. As soon as a document is sent, it will instantly tag the relevant contact in your Keap app. This helps streamline your process and ensure all relevant parties are appropriately marked for follow-ups or future interactions. Save time and enhance your contact management strategy with this simple, yet effective, automation.
When you send a document through PandaDoc, you can now easily manage your communication with the contact involved, thanks to this workflow. As soon as a document is sent, it will instantly tag the relevant contact in your Keap app. This helps streamline your process and ensure all relevant parties are appropriately marked for follow-ups or future interactions. Save time and enhance your contact management strategy with this simple, yet effective, automation.
- When this happens...Document Sent
Triggers when a document is sent.
- automatically do this!Tag Contact
Apply tags to a contact.
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