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PandaDoc + Zoho CRM

Create or update PandaDoc contacts when new or updated contacts occur in Zoho CRM

Keep your contacts up-to-date across your business platforms using this workflow. Whenever there is a new or updated contact in Zoho CRM, the same information will be updated or created in PandaDoc. This automation ensures consistency and saves time by eliminating the need for manual data entry. Make the process of maintaining contacts seamless and efficient, giving you more time to focus on growing your relationships.

Keep your contacts up-to-date across your business platforms using this workflow. Whenever there is a new or updated contact in Zoho CRM, the same information will be updated or created in PandaDoc. This automation ensures consistency and saves time by eliminating the need for manual data entry. Make the process of maintaining contacts seamless and efficient, giving you more time to focus on growing your relationships.

  1. When this happens...
    Zoho CRMZoho CRM
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create or Update Contact

    Create a new contact or update an existing one.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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.
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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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