NetHunt CRM + PandaDoc

Update NetHunt CRM records when PandaDoc document status changes

Seamlessly manage your business operations by linking PandaDoc and NetHunt CRM. When a document status changes in PandaDoc, this workflow will instantly update the matching record in NetHunt CRM. It not only minimizes the chance of errors but also saves you from the manual task of cross-checking and updating data across multiple platforms. Truly a great way to ensure your team always has the most up-to-date information at their fingertips!

Seamlessly manage your business operations by linking PandaDoc and NetHunt CRM. When a document status changes in PandaDoc, this workflow will instantly update the matching record in NetHunt CRM. It not only minimizes the chance of errors but also saves you from the manual task of cross-checking and updating data across multiple platforms. Truly a great way to ensure your team always has the most up-to-date information at their fingertips!

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    NetHunt CRMNetHunt CRM
    Update Record

    Updates a record by a record ID.

    ActionWrite
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Supported triggers and actions

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About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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 more

Related categories

  • Documents

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