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PandaDoc + Zoho CRM

Update Zoho CRM module entries when new documents are sent in PandaDoc

Streamline your sales process by letting your document management and CRM applications work together seamlessly. With this workflow, whenever a document is sent in PandaDoc, it updates an entry in Zoho CRM accordingly. It not only saves time by ensuring your CRM reflects the most recent document status, but also eliminates the need for manual data entry. Simplify your processes and keep your records up-to-date with this document-to-CRM update workflow.

Streamline your sales process by letting your document management and CRM applications work together seamlessly. With this workflow, whenever a document is sent in PandaDoc, it updates an entry in Zoho CRM accordingly. It not only saves time by ensuring your CRM reflects the most recent document status, but also eliminates the need for manual data entry. Simplify your processes and keep your records up-to-date with this document-to-CRM update workflow.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

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

    Update existing entry in the selected module

    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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