Create prospects in Bonzo, find and update client statuses in Notion from PandaDoc document sent
Create prospects in Bonzo, find and update client statuses in Notion from PandaDoc document sent
Create prospects in BONZO and update client statuses in Notion as you send documents through PandaDoc. This boosts contract workflow management, ensuring timely follow-ups and improved client engagement.
Zap details:
Overview
Create prospects in BONZO and update client statuses in Notion as you send documents through PandaDoc. This boosts contract workflow management, ensuring timely follow-ups and improved client engagement.