Crmble + PandaDoc
Create new Trello Crmble cards in Crmble from new documents completed in PandaDoc
If you use PandaDoc to send proposals, it might be a good idea to create a new Crmble card in your sales funnel to stay on top of the next actions you might need to take in order to finish the work. With the help of Zapier, you can set up an automated workflow between PandaDoc and Crmble CRM for Trello.
If you use PandaDoc to send proposals, it might be a good idea to create a new Crmble card in your sales funnel to stay on top of the next actions you might need to take in order to finish the work. With the help of Zapier, you can set up an automated workflow between PandaDoc and Crmble CRM for Trello.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Deal
Create a deal in your Crmble Board
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About Crmble
Feed your Trello Crmble Cards on your boards!
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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.
