How To Integrate Pipedrive With PandaDoc
- Log in to Pipedrive: Access your Pipedrive account.
- Go to Settings: Click on the gear icon in the top right corner.
- Select Integrations: Find the Integrations option in the menu.
- Search for PandaDoc: Look for PandaDoc in the list of available integrations.
- Click on Connect: Follow the prompts to initiate the connection.
- Log in to PandaDoc: Enter your PandaDoc credentials when prompted.
- Authorize the Integration: Allow Pipedrive to access your PandaDoc account.
- Configure Settings: Adjust any settings as needed for your workflow.
- Test the Integration: Create a test document in PandaDoc from Pipedrive.
- Start Using: Begin using PandaDoc features directly from Pipedrive.
