Focus: The focus of this document is to provide steps and information for the OnePageCRM integration with PandaDoc.
What does this integration do? This integration will allow you to import your contacts from OnePageCRM to your PandaDoc account in order to send out documents. This will also continue to import contacts from OnePageCRM to PandaDoc, every eight hours.
Please note: This integration will sync 4 “four” fields from OnePageCRM to PandaDoc: First Name, Last Name, Email address and Company.
Step 1: Go to Settings > Integrations, find OnePageCRM and click on the icon.
Step 2: Confirm the connection setup, by clicking on the “Connect OnePageCRM” button.
Step 3: Login into your OnePageCRM account.
Step 4: You will be presented with a notification screen that the import has been started. Once this is done, you contacts will show up under “Contacts” on the left. You will also notice that any contacts that came through this integration will also be notated in the contact record, with a “OnePageCRM” link. You can also click on the OnePageCRM link to take you into OnePageCRM for this contact.
Step 5: Disconnecting the integration. If you ever need to disconnect the Integration; Go to Settings > Integrations > Find OnePageCRM and click on the “Disconnect” button.
OnePage CRM has also created an integration that can be setup and installed inside of OnePage CRM. Click here for more details.