Here’s a quick tutorial on how to integrate PandaDoc with ActiveCampaign in simple and easy steps:
- Go to the left-side panel, then click 'Apps'.
- Search for 'PandaDoc' and select it from the suggested results.
- After that, head over to the top-right corner and click 'Add an Account'.
- Tap 'Connect' afterwards, then log into your PandaDoc account.
- Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.
- Click 'Close' afterwards.
- After completing these steps, your PandaDoc account will be integrated instantly with ActiveCampaign.