Integrate PandaDoc with Zoho CRM

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

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  • Lightning Fast Setup
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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.

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

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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

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

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm