Update or create pipeline record in Bigin by Zoho CRM from completed document in PandaDoc
Update or create pipeline record in Bigin by Zoho CRM from completed document in PandaDoc
Update your pipeline records in Bigin by Zoho CRM when a document is completed in PandaDoc. This ensures efficient tracking and management of claims, leading to faster processing and improved visibility.
Zap details:
Overview
Update your pipeline records in Bigin by Zoho CRM when a document is completed in PandaDoc. This ensures efficient tracking and management of claims, leading to faster processing and improved visibility.