Link Service

Link your documents to any system in PandaDoc via API.
Examples of the most popular CRMs:

CRMProviderEntity type
Salesforcesalesforce-oauth2opportunity
lead
account
contact
Salesforce Sandboxsalesforce-oauth2-sandboxopportunity
lead
account
contact
HubSpothubspotdeal
Pipedrivepipedrivedeal

You can easily create a linked object with a single API call for a document in any status as well as delete it.
In addition, you can link your document to multiple systems with separate API calls.

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List of linked objects

Please be informed that we provide the full list of linked objects (not only created via API) when you retrieve data. For example, a document was created from Zendesk Sell so you receive this information in the list.