Import CRM mapping Fields on Completed Docs

“Anytime a document completed is created in PandaDoc, update record in Salesforce.”

created by Cory Brester

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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

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