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PandaDoc + Zoho CRM

Create or update module entries in Zoho CRM for newly paid documents in PandaDoc

Streamline your sales processes with this efficient automation. When a document payment is processed in PandaDoc, this workflow promptly creates or updates a module entry in Zoho CRM. It's an effortless way to keep your CRM records up-to-date and accurately reflect payment status, saving you the trouble of manual data entry. Keep focusing on closing deals, while this workflow handles your data management needs.

Streamline your sales processes with this efficient automation. When a document payment is processed in PandaDoc, this workflow promptly creates or updates a module entry in Zoho CRM. It's an effortless way to keep your CRM records up-to-date and accurately reflect payment status, saving you the trouble of manual data entry. Keep focusing on closing deals, while this workflow handles your data management needs.

  1. When this happens...
    PandaDocPandaDoc
    Document Paid

    Triggers when a document is paid.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Source

    • Document Status

    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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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 CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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