Zapier Setup

Editor: 2.0

Difficulty Rating: ◉◉◎◎◎

Watch Time:  18 min

Zapier empowers your team to automate repetitive tasks without coding or relying on developers to build out the integration. With over 2,000 application integrations, Zapier unlocks the potential to connect PandaDoc with a number of other tools you already use. 

The following training will cover:

• Reviewing Zapier terminology 
• Setting up the integration
• Configuring a common zap using Hubspot 2-way sync as the example

For best practices and other ideas for automating your workflow, check out our Unleashed post, Admin edition: automate tasks.