2 way sync Zoho
2 way sync with Zoho CRM
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Christian Tobar commented
pull images from Zoho CRM records
Daria Serebriakova commented
Update the Zoho deal when the document is completed on the PandaDoc side
Yana Martynenko commented
Import info from PandaDoc to Zoho.
Mario Skopek commented
Zoho/PandaDoc integration is lacking two way sync to update fields in Zoho based on PandaDoc recipients completed information. Furthermore, the ability to automatically create an additional Contact in Zoho from a completed PandaDoc filed information.
AdminTameeka Gilchrist (Admin, PandaDoc) commented
attempting to automate the 2-way sync functionality with product data is not a possibility at the moment. Although the Zapier integration includes a mapping process that appears it would work, there is no true integration available with the product updates between Zoho and PandaDoc. For this to work, it would be an entirely new feature that would need to be created in collaboration with Zoho, and at this time that is not something that will be prioritized in the near future. We have existing workarounds to achieve the workflow with Zoho, but just can't do everything we had hoped to reduce some steps with the workflow we discussed between products in Zoho and PandaDoc.