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Freshsales + PandaDoc Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshsales and PandaDoc

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

About PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

PandaDoc Integrations

Best ways to Integrate Freshsales + PandaDoc

  • Freshsales PandaDoc

    Freshsales + PandaDoc

    Create Document to PandaDoc from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    PandaDoc Create Document
  • Freshsales PandaDoc

    Freshsales + PandaDoc

    Create Document to PandaDoc from New Contact in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Contact
     
    Then do this...
    PandaDoc Create Document
  • Freshsales PandaDoc

    Freshsales + PandaDoc

    Create Document to PandaDoc from New Lead in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    PandaDoc Create Document
  • Freshsales Freshsales

    PandaDoc + Freshsales

    Create Lead from Freshsales from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    Freshsales Document Status Changed
     
    Then do this...
    Freshsales Create Lead
  • Freshsales Freshsales

    PandaDoc + Freshsales

    Update Lead in Freshsales when Document Status Changed is added to PandaDoc Read More...
    Close
    When this happens...
    Freshsales Document Status Changed
     
    Then do this...
    Freshsales Update Lead
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + PandaDoc in easier way

It's easy to connect Freshsales + PandaDoc without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create Document

    Creates a document from a templates.

How Freshsales & PandaDoc Integrations Work

  1. Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick PandaDoc as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshsales to PandaDoc.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.