PandaDoc + Salesforce

Update Salesforce contacts when PandaDoc documents are completed

This workflow activates upon the completion of a document in PandaDoc, prompting the update of corresponding contact information in Salesforce. It ensures a seamless flow of data between the two platforms, eliminating manual data entry and keeping your customer details timely and accurate. This automation is perfect for businesses looking to enhance efficiency and maintain up-to-date CRM records.

This workflow activates upon the completion of a document in PandaDoc, prompting the update of corresponding contact information in Salesforce. It ensures a seamless flow of data between the two platforms, eliminating manual data entry and keeping your customer details timely and accurate. This automation is perfect for businesses looking to enhance efficiency and maintain up-to-date CRM records.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Contact

    Updates an existing contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
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pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn moreHelp

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  • Documents

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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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