Integrations

Integrations Changelog

• Salesforce Lightning changelog
• HubSpot CRM changelog
• Pipedrive changelog
• Microsoft Dynamics changelog
• Zoho CRM changelog
• Copper CRM changelog

CRMs

• HubSpot 2-Way Sync
• Salesforce Lightning. Install and configure PandaDoc
• Salesforce Lightning. Create and send PandaDoc documents
• Link a document to an Opportunity in Salesforce
• Salesforce 2-Way Sync
• Salesforce Classic

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HR integrations

• Lever
• Zenefits
• Greenhouse
• BambooHR

Payments

• Stripe Checkout payments
• Stripe
• Square Checkout payments
• Square
• QuickBooks Payments
• Authorize.net

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API

• PandaDoc API
• API recipes: Create and send a document from a template
• API recipes: Create a document from a template and share it in real time
• API recipes: Create and send a document from a publicly accessible PDF
• API recipes: Upload, create, and send a document from a local PDF
• API recipes: Download a document on completion

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Google Workspace

• Google apps
• Google Docs
• Google Sheets integration
• Google Drive
• Gmail
• InboxCRM for Gmail 

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Other

• QuickBooks Online
• Salesforce CPQ
• Microsoft Teams
• ActiveCampaign
• Slack
• PandaDoc for Word

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