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Set up your first integration

Quickly connect Close to PandaDoc with a Zapier template.

Our most popular template

Create PandaDoc documents for new or updated Close custom activities
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Close + PandaDoc
Create PandaDoc documents for new Close opportunities in status
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Close + PandaDoc
Create PandaDoc documents from new published activities in Close
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Close + PandaDoc
Update opportunities in Close when new paid documents are detected in PandaDoc
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PandaDoc + Close
Create PandaDoc documents from new leads in Close status
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Close + PandaDoc
Create new leads in Close when documents get paid in PandaDoc
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PandaDoc + Close

Create PandaDoc documents for new or updated Close custom activities

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Close + PandaDoc

Create PandaDoc documents for new Close opportunities in status

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Close + PandaDoc

Create PandaDoc documents from new published activities in Close

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Close + PandaDoc

Update opportunities in Close when new paid documents are detected in PandaDoc

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PandaDoc + Close

Create PandaDoc documents from new leads in Close status

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Close + PandaDoc

Create new leads in Close when documents get paid in PandaDoc

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PandaDoc + Close

Update opportunities in Close when documents are completed in PandaDoc
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PandaDoc + Close
Create new PandaDoc documents from new emails in Close
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Close + PandaDoc

How Zapier works

Zapier makes it easy to integrate Close with PandaDoc - no code necessary. See how you can get setup in minutes.

Select a trigger from Close

A trigger is an event that starts your Zap and runs the workflow. For example, with Close, a trigger could be "New Call Recording."

A trigger is the event that kicks off your automated workflow.

Setup an action from PandaDoc

An action is what takes place after the automation is triggered. For example, with PandaDoc, the action could be "Create Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Close to PandaDoc

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Close to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Close + PandaDoc integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and PandaDoc

How can I integrate Close with PandaDoc?

You can integrate Close with PandaDoc using our platform by setting up automated workflows that connect the two applications. This involves creating a zap with specific triggers and actions that move data between Close and PandaDoc seamlessly.

What triggers are available for this integration?

When integrating Close with PandaDoc, you can set triggers like 'New Lead' or 'Lead Status Change' in Close to automatically initiate document creation or updates in PandaDoc. These help automate your sales documentation process efficiently.

What actions can be performed in PandaDoc via this integration?

You can perform actions such as creating documents, sending documents for signature, or updating existing documents in PandaDoc when specific events happen in Close.

Is it possible to automate document creation with this integration?

Yes, you can automate document creation in PandaDoc by setting triggers in Close. For example, whenever a new lead is added in Close, a document template can automatically be completed and saved in PandaDoc.

Can I send contracts for signature directly from my CRM through this integration?

Certainly. By connecting Close and PandaDoc, once a deal is advanced to a certain stage within Close as a trigger, you can automatically send contracts for signature via PandaDoc without manual intervention.

Do I need technical skills to set up the integration between Close and PandaDoc?

No technical skills are needed. Our user-friendly interface guides you through connecting your accounts and establishing workflows between Close and PandaDoc using simple drag-and-drop steps for triggers and actions.

How do updates work between the two platforms once integrated?

Once integrated, changes made in one platform like updating lead information or status changes automatically sync across both systems through designated triggers and actions, ensuring all data remains consistent.

Connect Close and PandaDoc to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
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- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It

- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- Query
Trigger
Polling
Try It

- Added or Removed?
Trigger
Instant
Try It
- Note Text
Trigger
Polling
Try It
- Status ID
- Status (Label)
- Status Type
- Value Period
- User ID
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Call ID
  Required
Action
Write
- Call ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Sequence
- Send Done Email
  Required
Action
Write
- Lead ID
  Required
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Name
Action
Write
- Type
- Format
  Required
- Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Name
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Query
Action
Write
- Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Call ID
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact ID
- Note Text
- Phone Number
- Duration
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
Action
Write
- Lead ID
  Required
- Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- User ID
- Contact ID
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- Attachments
Action
Write
- Call ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- Url
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
  Required
- Custom Activity ID
  Required
Action
Search
- Contact Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Contact Title
- Lead ID
- Search by Meeting ID
Action
Search
- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead ID
  Required
- Opportunity ID
  Required
Action
Search
- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task ID
  Required
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
- Lead ID
  Required
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Contact Name
- Custom Object ID
  Required
- Lead ID
  Required
- Custom Object Type
  Required
- Name
Action
Search or write
- Note Contains Words Starting With...
- Lead ID
  Required
- Note ID
  Required
- Text Type
  Required
- Attachments
Action
Search or write
- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task ID
  Required
- User ID
- Lead ID
  Required
- Date
- Text
- Complete
Action
Search or write
- Source Lead ID
  Required
- Status
Trigger
Instant
Try It
- Source Lead ID
  Required
Trigger
Instant
Try It
- warning
- Email Address
  Required
- First name
- Last name
- Company
- Phone Number
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email Address
  Required
- First name
- Last name
- Company
- Phone Number
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Query
- Status
- Template
  Required
- Form
Action
Search
- Document ID
  Required
Action
Search

New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Type
- User ID
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Sequence
- Action
  Required
Trigger
Instant
Try It
- Complete
- Assigned to User
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Type
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Template ID
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead ID
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Note Text
- Recording URL
- User ID
Action
Write
- Lead ID
  Required
- Custom Activity Type
  Required
- User ID
- Status
Action
Write
- Lead ID
  Required
- Contact ID
- Status
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Type
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead ID
  Required
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
- Attachments
Action
Write
- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead ID
  Required
- Contact ID
- Date Created
- Status
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template ID
- Source Lead ID
  Required
- Attachments
Action
Write
- User ID
- Lead ID
  Required
- Date
- Text
- Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Name
Action
Write
- Note ID
  Required
- Text Type
  Required
Action
Write
- Call ID
  Required
- Status
Action
Write
- Task ID
  Required
- Assigned to User
- Text
- Date
- Complete
Action
Write
- Direction
- Note Text
- User ID
- Or Use a Date Range Label
- Find First Call on Lead
- Lead ID
  Required
- Call ID
  Required
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Contact Name
- Custom Object ID
  Required
Action
Search
- Company Name
- Exact or Partial Match?
- Company URL
- Email Address
  Required
- Phone Number
- Lead ID
  Required
- Query
Action
Search
- Note Contains Words Starting With...
- Lead ID
  Required
- Note ID
  Required
Action
Search
- Sequence
- Contact ID
- Lead ID
  Required
Action
Search
- Full Name
- Email
- User ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
  Required
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- User ID
- Status
Action
Search or write
- Company Name
- Exact or Partial Match?
- Company URL
- Email Address
  Required
- Phone Number
- Lead ID
  Required
- Query
- Name
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead ID
  Required
- Opportunity ID
  Required
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
- Attachments
Action
Search or write
- Source Lead ID
  Required
Trigger
Instant
Try It
- Source Lead ID
  Required
Trigger
Instant
Try It
- Document ID
  Required
- Name
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- Url
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Document ID
  Required
Action
Search

Learn how to automate Close on the Zapier blog

Learn how to automate PandaDoc on the Zapier blog

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn more

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.