Update PandaDoc contacts when LeadConnector pipeline stages change
Effortlessly keep your CRM and document management in sync with this LeadConnector-PandaDoc workflow. When a lead's pipeline stage changes in LeadConnector, this automation will create or update the contact in PandaDoc, ensuring your sales and document processes stay up to date. Streamline your sales funnel and never miss the opportunity to send timely and relevant documents to your leads again.
Effortlessly keep your CRM and document management in sync with this LeadConnector-PandaDoc workflow. When a lead's pipeline stage changes in LeadConnector, this automation will create or update the contact in PandaDoc, ensuring your sales and document processes stay up to date. Streamline your sales funnel and never miss the opportunity to send timely and relevant documents to your leads again.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Source
Try It