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PandaDoc + Zoho Campaigns

Create PandaDoc contacts from new Zoho Campaigns contacts

Easily manage your contacts in both Zoho Campaigns and PandaDoc with this streamlined automation. When you add a new contact to Zoho Campaigns, this workflow will create a contact in PandaDoc as well, ensuring your information stays organized and up-to-date in both platforms. Say goodbye to manual data entry and keep your contact lists effortlessly synced.

Easily manage your contacts in both Zoho Campaigns and PandaDoc with this streamlined automation. When you add a new contact to Zoho Campaigns, this workflow will create a contact in PandaDoc as well, ensuring your information stays organized and up-to-date in both platforms. Say goodbye to manual data entry and keep your contact lists effortlessly synced.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Contact [Deprecated]

    Create a new contact in PandaDoc.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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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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About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

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