added
[Editor 2.0] Link to CRM
October 20th, 2021 by Yurii Losinets
Link your documents to the most popular CRMs in PandaDoc via API.
Currently, we support link creation with the next CRMs:
CRM | Entity type |
---|---|
Salesforce | opportunity lead account contact |
Salesforce-sandbox | opportunity lead account contact |
HubSpot | deal |
Pipedrive | deal |
Please find more details via the link.
Have questions?
Feel free to book a short demo about our new possibilities with our API Product Manager and engineering team - https://calendly.com/maria-fomenko/pandadoc