Tag contacts in Keap when documents are completed in PandaDoc
Simplify your workflow with this seamless integration between PandaDoc and Keap. Whenever a document is completed in PandaDoc, the relevant contact is instantly tagged in your Keap app. Thus, keeping your records up-to-date, and saving you time. Perfect for businesses that want to streamline their document management and contact tracking.
Simplify your workflow with this seamless integration between PandaDoc and Keap. Whenever a document is completed in PandaDoc, the relevant contact is instantly tagged in your Keap app. Thus, keeping your records up-to-date, and saving you time. Perfect for businesses that want to streamline their document management and contact tracking.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Tag Contact
Apply tags to a contact.
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