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.

PandaDoc

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

LeadConnector

Timo Wilson

Anytime a document completed is created in PandaDoc, send channel message in Slack, add/update opportunity in LeadConnector, etc.

NEW DWY CLIENT: PandaDoc → Slack → CRM →Circle → Monday

“Anytime a document completed is created in PandaDoc, send channel message in Slack, add/update opportunity in LeadConnector, etc.”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime a document completed is created in PandaDoc

Send channel message in Slack

Add/update opportunity in LeadConnector

Add lead to campaign in LeadConnector

This Zap uses the following 3 apps

PandaDoc

Slack

LeadConnector

More ways to use these popular apps!