Freshsales and PandaDoc integration + automation

Freshsales and PandaDoc integrations couldn’t be easier with the Tray Platform’s robust Freshsales and PandaDoc connectors, which can connect to any service without the need for separate integration tools.

Freshsales and PandaDoc Connector Details

Freshsale

Freshsales

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete sales activityUpdate sales accountDelete leadCreate contactCreate cti phone callCreate leadDelete sales accountCreate manual callCreate sales accountCreate sales activityDelete contactFiltered searchand 2 more...
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PandaDoc

PandaDoc

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UsesMarketing, All
CategoryContent Collaboration Software
Connector TypeTray Connector
Operations
Download documentGet document detailsGet document statusGet template detailsList documentsCreate document from templateCreate document linkDelete documentDelete templateList templatesSend document
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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