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Import CRM mapping Fields on Completed Docs (GLM)
“Anytime a document completed is created in PandaDoc, update record in Salesforce.”
created by
Cory Brester
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This Zap works in 2 steps …
Step 1 - Trigger
Anytime a document completed is created in PandaDoc
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Step 2 - Action
Update record in Salesforce
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3 people use this zap
This Zap uses the following 2 apps
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.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
PandaDoc + Salesforce
Check out all the other ways you can connect PandaDoc and Salesforce.
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