ActiveCampaign + PandaDoc

Create or update ActiveCampaign contacts when new documents are sent in PandaDoc

With this seamless workflow, whenever you send a document from PandaDoc, a contact will be created or updated in ActiveCampaign. It helps you ensure your contact list is always current without any manual entry work, improving your efficiency. By using this automation, it's easier than ever to maintain up-to-date documentation and communication.

With this seamless workflow, whenever you send a document from PandaDoc, a contact will be created or updated in ActiveCampaign. It helps you ensure your contact list is always current without any manual entry work, improving your efficiency. By using this automation, it's easier than ever to maintain up-to-date documentation and communication.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

Similar apps

AWeber integrationsAWeber integrations

AWeber

Email Newsletters
HubSpot integrationsHubSpot integrations

HubSpot

Marketing Automation
Constant Contact integrationsConstant Contact integrations

Constant Contact

Email Newsletters
pandadoc logo
pandadoc logo

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

Similar apps

Formstack Documents integrationsFormstack Documents integrations

Formstack Documents

Documents
Quip integrationsQuip integrations

Quip

Documents
DocSend integrationsDocSend integrations

DocSend

Ads & Conversion