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PandaDoc + Workbooks CRM Integrations

How to connect PandaDoc + Workbooks CRM

Zapier lets you send info between PandaDoc and Workbooks CRM automatically—no code required.

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Supported triggers and actions

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How PandaDoc + Workbooks CRM Integrations Work

  1. Step 1: Authenticate PandaDoc and Workbooks CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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 More

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  • Documents

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About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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