Connect and Integrate
Freshsales with PandaDoc

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

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Easy Steps to Connect
Freshsales and PandaDoc

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Select a trigger in Freshsales

Choose an event in Freshsales like “New event in Freshsales,” 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 Freshsales - PandaDoc automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Freshsales and PandaDoc
to Automate these Workflows

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Register Zoom attendees from Freshsales Suite contacts

Unlock a new level of ease. Freshsales + Zoom get it done for you.

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Schedule Zoom meetings for Freshsales Suite contacts

Transform your workflow with Freshsales & Zoom leading the way.

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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 Freshsales

Freshsales is a customer relationship management software by Freshworks that automates repetitive tasks and supports multi-channel communication for sales and marketing. It helps sales teams close more deals with a 360-degree view of customer journeys covering lead generation, sales automation, customer engagement, and analytics to help sales teams.
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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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