Zoho CRM & PandaDoc Integration | Streamline Sales Documents & eSignatures

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

Create Folder

Create a new folder to store your documents.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

Get Document Status

Get basic status info about a document.

List Contacts

List all contacts within an account.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Documents

List documents, optionally filtering by a search query or tags.

List Folders

List folders which contain Documents.

Send Document

Move a document to sent status and send an optional email.

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.

Popular App Usecases

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What can Ayudo do with Zoho Crm and Pandadoc?

The Zoho CRM and PandaDoc integration empowers sales teams to create, send, and track proposals, contracts, and quotes directly within Zoho CRM. Automate document generation using CRM data, reduce manual entry, and close deals faster with eSignatures and real-time analytics—all from a unified platform.

Frequently asked questions

How does the Zoho CRM and PandaDoc integration improve my sales process?

By integrating PandaDoc with Zoho CRM, you can generate personalized documents like proposals and contracts automatically using CRM data, send them for eSignature, and track their status without leaving Zoho CRM. This reduces manual work and speeds up deal closures.

Can I send PandaDoc documents directly from Zoho CRM?

Yes, the integration allows you to create and send PandaDoc documents directly from your Zoho CRM interface, making it easy to manage your sales documents in one place.

Is it possible to automate document creation with this integration?

Absolutely. You can set up templates in PandaDoc that pull data from Zoho CRM records, enabling automatic document generation tailored to each client or deal.

Does the integration support electronic signatures?

Yes, PandaDoc’s built-in eSignature functionality is fully supported, allowing your clients to sign documents electronically, speeding up approvals and contract finalization.

What kind of analytics are available through the integration?

You can track document status, view when recipients open and interact with your documents, and analyze engagement metrics—all accessible within Zoho CRM to help optimize your sales strategy.

Zoho Crm and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Pandadoc?

Frequently asked questions

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