This guide will walk you through integrating PandaDoc with Cometly using webhooks. By setting up a webhook in PandaDoc, you can seamlessly send form submission data directly to Cometly for advanced tracking and attribution.
Setting Up the Cometly Webhook in PandaDoc.
To set up the Cometly webhook in PandaDoc, follow their official instructions here:
PandaDoc Webhook Integration Guide
This article provides step-by-step guidance on configuring a webhook in PandaDoc to send form submission data to a specified endpoint, such as Cometly.
When you get to the step where you are ready to place the Cometly Webhook, follow the steps below.
Setting up Cometly Webhook
Once you have configured the webhook in PandaDoc, refer to our Cometly Webhooks Guide for detailed instructions on:
Creating your webhook in Cometly
Selecting the event (or creating event) for the webhook
Mapping the webhook data to the appropriate fields in Cometly.
Setting up filters to ensure only the desired data is tracked.
By following these steps, you’ll ensure that your PandaDoc form submissions are properly integrated with Cometly.