Link to CRM

Link your documents to the most popular CRMs in PandaDoc via API.
Currently, we support link creation with the next CRMs:

CRM

Provider

Entity type

Salesforce

salesforce-oauth2

opportunity
lead
account
contact

Salesforce Sandbox

salesforce-oauth2-sandbox

opportunity
lead
account
contact

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 CRMs 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.