Update LeadSimple leads when PandaDoc documents change status
Effortlessly keep your sales pipeline updated with this automation that connects PandaDoc and LeadSimple. When a document status changes in PandaDoc, this workflow will update the lead status in LeadSimple, ensuring accurate tracking and streamlined processes for your sales team. Stay organized and focused on closing deals, while your document updates seamlessly reflect in your lead management system.
Effortlessly keep your sales pipeline updated with this automation that connects PandaDoc and LeadSimple. When a document status changes in PandaDoc, this workflow will update the lead status in LeadSimple, ensuring accurate tracking and streamlined processes for your sales team. Stay organized and focused on closing deals, while your document updates seamlessly reflect in your lead management system.
- When this happens...Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- automatically do this!Update Lead
Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
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