Kylas CRM + PandaDoc Integration

Connect Kylas CRM to PandaDoc - Automate your workflows in 1-click

Make use of Kylas CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage PandaDoc automations to simplify document sharing, feedback collection, and content creation. Skip the manual back and forth! Easily automate the flow of data between Kylas CRM & PandaDoc using Integrately.

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Ready Workflows For Kylas CRM + PandaDoc Integration

Just click on the workflow you want to automate

Create PandaDoc document for new Kylas CRM contact

Kylas CRM + PandaDoc Integration

Activate

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Create Your Own Kylas CRM & PandaDoc Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in Kylas CRM
Triggers the automation when a new lead is created
Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
Instant
Document is completed in PandaDoc
Triggers the automation when a particular document is completed
Document is drafted in PandaDoc
Triggers the automation when a new document is saved as draft
Document is approved in PandaDoc
Triggers the automation when a document is approved
Document is paid in PandaDoc
Triggers the automation when a document is paid
Document is sent in PandaDoc
Triggers the automation when a document is sent to the recipient
Document is viewed in PandaDoc
Triggers the automation when a document is viewed
Document is declined in PandaDoc
Triggers the automation when a document is not approved
Document is rejected in PandaDoc
Triggers the automation when a document is not approved

Create contact in Kylas CRM
Adds a new contact to the database
Create Lead in Kylas CRM
Generates new leads for potential customers
Create deal in Kylas CRM
Generates a new deal with
Create company in Kylas CRM
Generates a new company profile with given details
Create document in PandaDoc
Generates a new document
Send document in PandaDoc
Sends a particular document to a designated recipient

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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Integrate Kylas CRM & PandaDoc In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Kylas CRM or PandaDoc With 1200+ Other Apps

Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.

See Kylas CRM Integrations

PandaDoc is a sales software platform that allows you to track, manage and close deals from start to finish. Connect your Gmail account and create, send, track and eSign documents from anywhere in the world.

See PandaDoc Integrations