We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Create a new task
(Zoho (CRM)) when a document is completed in PandaDoc
2
Create a new task
(Zoho (CRM)) when a document sent in PandaDoc
3
Create a new task
(Zoho (CRM)) when a document is paid in PandaDoc
4
Create a new task
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
5
Create a lead
(Zoho (CRM)) when a document is completed in PandaDoc
6
Create a lead
(Zoho (CRM)) when a document sent in PandaDoc
7
Create a lead
(Zoho (CRM)) when a document is paid in PandaDoc
8
Create a lead
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
9
Add or update a contact
(Zoho (CRM)) when a document is completed in PandaDoc
10
Add or update a contact
(Zoho (CRM)) when a document sent in PandaDoc
11
Add or update a contact
(Zoho (CRM)) when a document is paid in PandaDoc
12
Add or update a contact
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
13
Create an account
(Zoho (CRM)) when a document is completed in PandaDoc
14
Create an account
(Zoho (CRM)) when a document sent in PandaDoc
15
Create an account
(Zoho (CRM)) when a document is paid in PandaDoc
16
Create an account
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
17
Create a potential
(Zoho (CRM)) when a document is completed in PandaDoc
18
Create a potential
(Zoho (CRM)) when a document sent in PandaDoc
19
Create a potential
(Zoho (CRM)) when a document is paid in PandaDoc
20
Create a potential
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
21
Update a potential
(Zoho (CRM)) when a document is completed in PandaDoc
22
Update a potential
(Zoho (CRM)) when a document sent in PandaDoc
23
Update a potential
(Zoho (CRM)) when a document is paid in PandaDoc
24
Update a potential
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
25
Create or update an invoice
(Zoho (CRM)) when a document is completed in PandaDoc
26
Create or update an invoice
(Zoho (CRM)) when a document sent in PandaDoc
27
Create or update an invoice
(Zoho (CRM)) when a document is paid in PandaDoc
28
Create or update an invoice
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
29
Add an item to an invoice
(Zoho (CRM)) when a document is completed in PandaDoc
30
Add an item to an invoice
(Zoho (CRM)) when a document sent in PandaDoc
31
Add an item to an invoice
(Zoho (CRM)) when a document is paid in PandaDoc
32
Add an item to an invoice
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
33
Create a quote
(Zoho (CRM)) when a document is completed in PandaDoc
34
Create a quote
(Zoho (CRM)) when a document sent in PandaDoc
35
Create a quote
(Zoho (CRM)) when a document is paid in PandaDoc
36
Create a quote
(Zoho (CRM)) when a document event occurs based on the event parameter in PandaDoc
More integrations
More integrations to Zoho (CRM)
If you use Zoho you know how important it is to automate tedious tasks. It’s already very powerful out of the box, but you can increase your productivity even further. By integrating it with other tools you use to operate your business you can make your sales team unstoppable.
When it comes to signing a contract, Pandadoc is the best tool. You can update your CRM records when a document is ready, save it into a cloud storage and get chat notifications. There are no limits to automating your business processes.