Connect Bigin by Zoho CRM and PandaDoc to unlock the power of automation

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Quickly connect Bigin by Zoho CRM to PandaDoc with a Zapier template.

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Update contacts in Bigin by Zoho CRM when new documents are completed in PandaDoc
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PandaDoc + Bigin by Zoho CRM

Update contacts in Bigin by Zoho CRM when new documents are completed in PandaDoc

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PandaDoc + Bigin by Zoho CRM

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call" from Bigin by Zoho CRM.

Add your action

An action happens after the trigger—such as "Create Attachment" in PandaDoc.

You’re connected!

Zapier seamlessly connects Bigin by Zoho CRM and PandaDoc, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Action
Write
- Organization
  Required
Action
Write

- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Deal ID
  Required
Action
Write
- Organization
  Required
- Product ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Full Name
Action
Search
- Organization
  Required
- Deal Name
Action
Search
- Organization
  Required
- Product Name
- Product Code
Action
Search
- Organization
  Required
- User Email
Action
Search
- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- Organization
  Required
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Contact ID
  Required
Action
Write
- Organization
  Required
- Event ID
  Required
Action
Write
- Organization
  Required
- Task ID
  Required
Action
Write
- Organization
  Required
- Select Query
Action
Search
- Organization
  Required
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- Organization
  Required
- Event Title
- Start DateTime
Action
Search
- Organization
  Required
- Task Name
Action
Search
- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Bigin by Zoho CRM and PandaDoc

Update CRM records upon document status change.

When a document status changes in PandaDoc (e.g., sent, viewed, or completed), Zapier updates the associated pipeline record or contact in Bigin. This helps business owners track the document's progress without manual entry.

Business Owner

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Track document completions in the CRM system.

When a document is completed in PandaDoc, Zapier automatically updates the corresponding deal in Bigin with the document status. This ensures the engineering team has real-time visibility into project-related documents, speeding up task closures.

Engineering

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Log document activities in the CRM automatically.

Whenever a document is created or viewed in PandaDoc, Zapier logs this activity as a new event in Bigin. This automation gives IT teams better audit trails for document activity and ensures seamless data syncing across platforms.

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Learn how to automate PandaDoc on the Zapier blog

Make work flow with AI

Level up your Bigin by Zoho CRM to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

Documents

Similar apps

Formstack Documents

Documents

Quip

Documents

DocSend

Ads & Conversion

Connect Bigin by Zoho CRM and PandaDoc to unlock the power of automation

Set up your first integration

Update contacts in Bigin by Zoho CRM when new documents are completed in PandaDoc

Update contacts in Bigin by Zoho CRM when new documents are completed in PandaDoc

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Bigin by Zoho CRM and PandaDoc

Update CRM records upon document status change.

Track document completions in the CRM system.

Log document activities in the CRM automatically.

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Make work flow with AI

Connect Bigin by Zoho CRM to PandaDoc on the world's largest no-code automation platform