LeadSimple + PandaDoc
Update properties in LeadSimple when new documents are completed in PandaDoc
Start managing your leads with greater consistency. When a document reaches the 'completed' stage in PandaDoc, this workflow will promptly update the corresponding property status in LeadSimple. This helps to eliminate inconsistencies between your completed documents and leads, paving the way for a seamless, mistake-free process.
Start managing your leads with greater consistency. When a document reaches the 'completed' stage in PandaDoc, this workflow will promptly update the corresponding property status in LeadSimple. This helps to eliminate inconsistencies between your completed documents and leads, paving the way for a seamless, mistake-free process.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Update Property
Updates a Property.
- Free forever for core features
- 14 day trial for premium features & apps
About LeadSimple
LeadSimple is the CRM that property management and real estate companies use to scale and grow.
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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.
