API Reference
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Overview

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

opportunity
lead
account
contact

Salesforce Sandbox

salesforce-oauth2-sandbox

opportunity
lead
account
contact

HubSpot

hubspot

deal
company
contact

Pipedrive

pipedrive

deal
organization
person

Microsoft Dynamics 365

ms-dynamics

opportunity
lead
contact
quote
competitor

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.

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List of linked objects

We 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.