We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add an activity
(SalesForce) when a document is completed in PandaDoc
2
Add an activity
(SalesForce) when a document sent in PandaDoc
3
Add an activity
(SalesForce) when a document is paid in PandaDoc
4
Add an activity
(SalesForce) when a document event occurs based on the event parameter in PandaDoc
5
Create a lead
(SalesForce) when a document is completed in PandaDoc
6
Create a lead
(SalesForce) when a document sent in PandaDoc
7
Create a lead
(SalesForce) when a document is paid in PandaDoc
8
Create a lead
(SalesForce) when a document event occurs based on the event parameter in PandaDoc
9
Add or update a contact
(SalesForce) when a document is completed in PandaDoc
10
Add or update a contact
(SalesForce) when a document sent in PandaDoc
11
Add or update a contact
(SalesForce) when a document is paid in PandaDoc
12
Add or update a contact
(SalesForce) when a document event occurs based on the event parameter in PandaDoc
13
Create an account
(SalesForce) when a document is completed in PandaDoc
14
Create an account
(SalesForce) when a document sent in PandaDoc
15
Create an account
(SalesForce) when a document is paid in PandaDoc
16
Create an account
(SalesForce) when a document event occurs based on the event parameter in PandaDoc
17
Create or update an opportunity
(SalesForce) when a document is completed in PandaDoc
18
Create or update an opportunity
(SalesForce) when a document sent in PandaDoc
19
Create or update an opportunity
(SalesForce) when a document is paid in PandaDoc
20
Create or update an opportunity
(SalesForce) when a document event occurs based on the event parameter in PandaDoc
21
Change stage of an opportunity
(SalesForce) when a document is completed in PandaDoc
22
Change stage of an opportunity
(SalesForce) when a document sent in PandaDoc
23
Change stage of an opportunity
(SalesForce) when a document is paid in PandaDoc
24
Change stage of an opportunity
(SalesForce) when a document event occurs based on the event parameter in PandaDoc
More integrations
More integrations to SalesForce
You might not realize it, but Salesforce is a huge deal in the world of business software. It's so powerful that other CRMs can't even come close to its level of customization and power - no matter how big your company may be! And if you're looking for ways to make life easier on yourself or your team members, than there are some great tools available through integrations with Salesforce which will help automate tedious processes like sending invoices and scoping projects: look into what different ones are right for you.
When it comes to signing a contract, Pandadoc is the best tool. You can update your CRM records when a document is ready, save it into a cloud storage and get chat notifications. There are no limits to automating your business processes.