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IntegrationsFreshsales ClassicPandaDoc
Freshsales Classic + PandaDoc

Connect Freshsales Classic and PandaDoc to Build Intelligent Automations

Choose a Trigger

Freshsales Classic

When this happens...

Choose an Action

PandaDoc

Automatically do this!

Ready to use Freshsales Classic and PandaDoc automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deal

New Deal

Triggers when a new deal is created.

New Task

New Task

Triggers when a new task is created.

Document Status Changed

Document Status Changed

Triggers when the document status changes.

Document Deleted

Document Deleted

Triggers when a document is deleted

Do thisActions

Action is the task that follows automatically within your Freshsales Classic integrations.

Search Account

Search Account

Find an existing account by name or id.

Search Contact

Search Contact

Find an existing contact by email or id.

Create Account

Create Account

Create a new account.

Create Contact

Create Contact

Create a new contact.

Update Account

Update Account

Updates an existing account.

Update Contact

Update Contact

Updates an existing contact.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

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Frequently Asked Questions

How do I start an integration between Freshsales Classic and PandaDoc?

To start, connect both your Freshsales Classic and PandaDoc accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in PandaDoc (or vice versa).

Can we customize how data from Freshsales Classic is recorded in PandaDoc?

Absolutely. You can customize how Freshsales Classic data is recorded in PandaDoc. This includes choosing which data fields go into which fields of PandaDoc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshsales Classic and PandaDoc?

The data sync between Freshsales Classic and PandaDoc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshsales Classic to PandaDoc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshsales Classic and PandaDoc?

Yes, you can set conditional logic to control the flow of data between Freshsales Classic and PandaDoc. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Freshsales Classic

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

CRMCustomer Support
Learn More
PandaDoc

About PandaDoc

Pandadoc is a comprehensive document management platform that streamlines the process of creating, sending, and eSigning documents online. It is designed to enhance productivity and efficiency in managing proposals, quotes, contracts, and other business documents.

DocumentsProposal and Invoice Management
Learn More

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