Connect and Integrate
Zoho CRM with PandaDoc

Connect Zoho CRM to PandaDoc and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Zoho CRM and PandaDoc

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Select a trigger in Zoho CRM

Choose an event in Zoho CRM like “New event in Zoho CRM,” to set off your automation.

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Automate an Action in PandaDoc

Connect your PandaDoc account and select an action like “Take action in PandaDoc” to make your work flow.

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Customize the Workflow

Build your Zoho CRM - PandaDoc automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Zoho CRM and PandaDoc
to Automate these Workflows

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Create Xero bills from updated Zoho CRM entries

Work smarter, not harder—Zoho CRM + Xero streamline every task.

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Create and email sales invoices in Xero from Zoho CRM entries

Unlock a new level of ease. Zoho CRM + Xero get it done for you.

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Update Xero contacts for new Zoho CRM contacts

Zoho CRM and Xero—because your workflow deserves an upgrade.

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Update deals in Freshsales with PandaDoc actions

Let PandaDoc + Freshsales handle the hard work while you take it easy.

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Update deals in Freshsales with PandaDoc actions

Let PandaDoc + Freshsales handle the hard work while you take it easy.

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Update HubSpot Deals with completed PandaDoc Documents

Ready to boost productivity? Let PandaDoc + HubSpot take over.

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Update Freshdesk tickets with notes from sent PandaDoc documents

Put your workflow on autopilot. PandaDoc + Freshdesk are here to help!

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Update Freshdesk tickets with notes when PandaDoc documents are completed

PandaDoc and Freshdesk—because your workflow deserves an upgrade.

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About Zoho CRM

Zoho CRM is a cloud-based platform that streamlines sales, marketing, and customer support processes. It offers customizable tools like lead management, sales automation, and AI-powered insights. Ideal for businesses of all sizes, Zoho CRM helps enhance productivity, improve customer engagement, and drive informed decisions while integrating seamlessly with other apps.
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About PandaDoc

PandaDoc is a powerful document automation platform for creating, managing, and e-signing documents. With drag-and-drop templates and integrations with CRMs and payment gateways, PandaDoc enables real-time collaboration, secure document storage, and legally binding e-signatures, for faster approvals and smoother document workflows.
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