Integrate PandaDoc with Zoho CRM

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

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

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PandaDoc Integrations

About PandaDoc

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

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

PandaDoc + Zoho CRM Quick Connects

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

Explore quick connects

Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

Salesforce
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Scoro

Connect PandaDoc + Zoho CRM in easier way

It's easy to connect PandaDoc + Zoho CRM 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 Contact

Triggers when a new contact is added.
New Record

Triggers instantaneously when any entry is created in the specified module.
New or Updated Contact

Triggers when a new contact is added or modified in Zoho.

Actions
Create Document

Creates a document from a templates.
Add Attachment

Add attachment to the selected Module entry.
Create Module Entry

Creates a new entry in a module
Create/Update Contact

Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Create/Update Lead

Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How PandaDoc & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

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