How can I filter submissions based on form type?

DryMerge allows you to specify form types that should trigger the automation, ensuring only relevant submissions are processed.

Can I use this with HubSpot instead of Salesforce?

Yes, you can use this with HubSpot instead of Salesforce. Just describe the required changes, and DryMerge will configure the automation for HubSpot.

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

This automation is beneficial for marketing and sales teams who need to seamlessly convert form submissions into actionable leads within Salesforce.

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PandaDoc + Salesforce

Create Salesforce Leads from PandaDoc Form Submissions

Convert form submissions in PandaDoc into new leads in Salesforce, streamlining your lead generation process.

Form Submitted

Triggers when a form is submitted in PandaDoc.

Create Lead

Adds new leads to Salesforce from form submissions.

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

or pick a common variation below

Create Salesforce Contacts from New PandaDoc Documents

PandaDoc + Salesforce

Generate Salesforce Reports for PandaDoc Document Approvals

PandaDoc + Salesforce

Update Salesforce Records with PandaDoc Document Changes

PandaDoc + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce leads from PandaDoc form submissions"

Create Salesforce leads from PandaDoc form submissions

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 + Salesforce.

New Document Created

Triggers when a new document is created in PandaDoc

Document Status Changed

Triggers when the status of a document changes in PandaDoc

New Template Created

Triggers when a new template is created in PandaDoc

New Document Sent

Triggers when a new document is sent in PandaDoc

New Document Viewed

Triggers when a document is viewed in PandaDoc

New Document Completed

Triggers when a document is completed in PandaDoc

New Document Expired

Triggers when a document expires in PandaDoc

New Document Deleted

Triggers when a document is deleted in PandaDoc

New Document Comment

Triggers when a new comment is added to a document in PandaDoc

Create Document

Creates a new document in PandaDoc

Delete Document

Deletes a document in PandaDoc

Update Document

Updates an existing document in PandaDoc

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.