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Link to CRM Zoho

Link documents to Zoho CRM from PandaDoc side

16 votes

AdminSarah Herbaugh (Admin, PandaDoc) shared this idea · Feb 24, 2020 · Admin →

Idea · Nov 9, 2020

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Jeffrey commented · August 22, 2025 4:53 AM

I'm going to try to solve this using a webhook. I need the receiver link in Zoho to send it to the relevant customer.

It would be great if this were a standard feature in PandaDoc!

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Jomarie Papas commented · June 14, 2024 10:18 AM

Link existing documents to Zoho records (accounts/contacts)

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Charmyn Marchan commented · July 13, 2023 2:22 AM

Add document link to Zoho CRM records instead of PDF copies to save storage space.

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