Added
[Editor 2.0] Link to CRM
October 20th, 2021
Link your documents to the most popular CRMs in PandaDoc via API.
Currently, we support link creation with the next CRMs:
| CRM | Entity type |
|---|---|
| Salesforce | opportunityleadaccountcontact |
| Salesforce-sandbox | opportunityleadaccountcontact |
| HubSpot | deal |
| Pipedrive | deal |
Please find more details via the link.