Integrate PandaDoc with SharpSpring

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

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

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PandaDoc Integrations

About PandaDoc

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

About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

PandaDoc + SharpSpring Quick Connects

Want to explore PandaDoc + SharpSpring quick connects for faster integration? Here’s our list of the best PandaDoc + SharpSpring quick connects.

Explore quick connects

Connect PandaDoc + SharpSpring in easier way

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

Triggers
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.
New Account

A new Account is created in SharpSpring.
New Lead

When a lead has been created in sharpspring.
New Opportunity

A new Opportunity is created in SharpSpring.

Actions
Create Document

Creates a document from a templates.
Create Account

Create an Account in SharpSpring.
Create Campaign

Create a new Campaign in SharpSpring.
Create Lead

Create a Lead in SharpSpring.
Create Opportunity

Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update Lead

Update a Lead in SharpSpring.
Update Opportunity

Update a opportunity

How PandaDoc & SharpSpring Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick SharpSpring as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from PandaDoc to SharpSpring.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.