Link your documents to any system in PandaDoc via API.
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 | deal |
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.
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.