PandaDoc + Zoho CRM Integration | Streamline Document Workflows

Explore Triggers and Actions

Document State Changed (Instant)

Trigger new event when a document's state is changed.

Document Creation Failed (Instant)

Trigger new event when a document failed to be created.

Recipient Completed (Instant)

Trigger new event when a recipient completes a document.

Document Deleted (Instant)

Trigger new event when a document is deleted.

Document Updated (Instant)

Trigger new event when a document is updated.

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Pandadoc and Zoho Crm?

The PandaDoc and Zoho CRM integration empowers sales teams to create, send, and track documents directly within Zoho CRM. This integration streamlines proposal generation, contract management, and eSignature collection, reducing manual work and accelerating your sales cycle. Sync data effortlessly between platforms to keep your customer information and document statuses up to date in real time.

Frequently asked questions

How do I connect PandaDoc with Zoho CRM?

To connect PandaDoc with Zoho CRM, navigate to the integrations section in your PandaDoc account, select Zoho CRM, and follow the authentication prompts to authorize access. Once connected, you can start creating and sending documents directly from Zoho CRM.

Can I generate PandaDoc documents using Zoho CRM data?

Yes, the integration allows you to auto-populate PandaDoc templates with data from Zoho CRM records, such as contact details, deal information, and custom fields, ensuring accuracy and saving time.

Is it possible to track document status within Zoho CRM?

Absolutely. Document statuses like sent, viewed, signed, and completed are synced back to Zoho CRM, giving you full visibility into your document progress without leaving your CRM.

Does the integration support eSignatures?

Yes, PandaDoc’s legally binding eSignature functionality is fully supported within the integration, enabling recipients to sign documents quickly and securely.

Will syncing documents affect my Zoho CRM data?

No, syncing documents only updates related fields such as document status and timestamps. Your core CRM data remains intact and secure throughout the integration process.

Pandadoc and Zoho Crm Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Pandadoc and Zoho Crm?

Frequently asked questions

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