Create or update PandaDoc contacts for new SharpSpring leads
Efficiently manage your leads and contacts with this SharpSpring and PandaDoc integration. Whenever a new lead is captured in SharpSpring, the workflow instantly creates or updates a contact in PandaDoc, keeping your records up-to-date and streamlining your sales process. Focus on nurturing relationships instead of manually transferring contact information and save time with this seamless automation.
Efficiently manage your leads and contacts with this SharpSpring and PandaDoc integration. Whenever a new lead is captured in SharpSpring, the workflow instantly creates or updates a contact in PandaDoc, keeping your records up-to-date and streamlining your sales process. Focus on nurturing relationships instead of manually transferring contact information and save time with this seamless automation.
- When this happens...New Lead
When a lead has been created in sharpspring.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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