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Freshworks CRM + PandaDoc Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About PandaDoc

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

PandaDoc Integrations

Best ways to Integrate Freshworks CRM + PandaDoc

  • Freshworks CRM PandaDoc

    Freshworks CRM + PandaDoc

    Create Document to PandaDoc from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    PandaDoc Create Document
  • Freshworks CRM PandaDoc

    Freshworks CRM + PandaDoc

    Create Document to PandaDoc from New Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Task
     
    Then do this...
    PandaDoc Create Document
  • Freshworks CRM PandaDoc

    Freshworks CRM + PandaDoc

    Create Document to PandaDoc from New Completed Task in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Completed Task
     
    Then do this...
    PandaDoc Create Document
  • Freshworks CRM PandaDoc

    Freshworks CRM + PandaDoc

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

    Freshworks CRM + PandaDoc

    Create Document to PandaDoc from New Deal in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Deal
     
    Then do this...
    PandaDoc Create Document
  • Freshworks CRM {{item.actionAppName}}

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Document

    Creates a document from a templates.

How Freshworks CRM & PandaDoc Integrations Work

  1. Step 1: Choose Freshworks CRM 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 Freshworks CRM to PandaDoc.

    (2 minutes)

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