Nutshell + Microsoft Office 365 + PandaDoc Integrations
How to connect Nutshell + Microsoft Office 365 + PandaDoc
Zapier lets you send info between Nutshell and Microsoft Office 365 and PandaDoc automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
Start here
Start here
Choose an Action
Choose an Action
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Do even more with Nutshell + Microsoft Office 365 + PandaDoc
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Nutshell, Microsoft Office 365, and PandaDoc. And don’t forget that you can add more apps and actions to create complex workflows.
Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type
Join millions worldwide who automate their work using Zapier
How Nutshell + Microsoft Office 365 + PandaDoc Integrations Work
- Step 1: Authenticate Nutshell, Microsoft Office 365, and PandaDoc.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Related categories
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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.
