How can I filter by reasons for rejection?

You can filter by rejection reasons by setting the relevant criteria. DryMerge will apply these filters for you.

Can I use this for specific document types?

Yes, you can specify which document rejections should trigger the lead creation. DryMerge will adjust accordingly.

Which people use this automation? What do they use it for?

Sales teams and proposal managers use this automation to track rejected documents, enabling improved follow-up and proposal revisions.

PandaDoc + Zoho CRM

Create Leads in Zoho CRM from Rejected PandaDoc Documents

Keep your leads updated by generating new Zoho CRM records when a PandaDoc document is rejected. This helps in revisiting and improving proposals effectively.

Document Rejected

Triggers when a document is rejected in PandaDoc.

Create Lead

Creates a lead in Zoho CRM.

See more PandaDoc to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Tasks in Zoho CRM from PandaDoc Document Comments

PandaDoc + Zoho CRM

Create Follow-Up Tasks in Zoho CRM from Signed PandaDoc Documents

PandaDoc + Zoho CRM

Create Follow-Up Tasks in Zoho CRM from PandaDoc Document Comments

PandaDoc + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create leads in Zoho CRM from rejected PandaDoc documents"

Create leads in Zoho CRM from rejected PandaDoc documents

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with PandaDoc + Zoho CRM.

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

Create Zoho CRM Contact

Creates a new contact in Zoho CRM

Update Zoho CRM Contact

Updates an existing contact in Zoho CRM

Get Zoho CRM Contact

Retrieves details of a specific contact from Zoho CRM

Create Zoho CRM Account

Creates a new account in Zoho CRM

Update Zoho CRM Account

Updates an existing account in Zoho CRM

Get Zoho CRM Account

Retrieves details of a specific account from Zoho CRM

App details

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

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Cloud Storage

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Get Started with DryMerge

Start automating today.

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