Link your documents to any CRM or other system you integrated with PandaDoc. Create Linked Object to associate an information about and object from 3rd party system (CRM).
Examples of the most popular CRMs
| CRM | Provider | Entity type |
|---|---|---|
| Salesforce | salesforce-oauth2 | opportunityleadaccountcontact |
| Salesforce Sandbox | salesforce-oauth2-sandbox | opportunityleadaccountcontact |
| HubSpot | hubspot | deal |
| Pipedrive | pipedrive | dealorganizationperson |
| Microsoft Dynamics 365 | ms-dynamics | opportunityleadcontactquotecompetitor |
You can create a linked object with a single API call for a document in any status as well as delete a linked object.
In addition, you can link your document to multiple systems with separate API calls.
List of linked objectsWe provide the full list of linked objects (not only those created via API) when you retrieve data. For example, a document was created from Zendesk Sell so you receive this information in the list.
Link document to Freshsales dealIn order to link document to the deal in Freshsales, please use the API call Update Document and metadata in the following format
{ "metadata": { "freshsales.deal_id": "202000867919" } }