Add a Tag to multiple CRM contact records for all people who signed a PandaDoc Contract

Hi there.

Any help with this would be great.

I need to add the tag ‘contract signed’ to multiple Contact Records in LeadConnector once everyone has signed a PandaDoc contact.

I’ve tried using Panda Doc ‘Document Completed’ and LeadConnector ‘Add/Update Contact’.

But the problem with doing it like this is it bundles all the first names, last names and emails all together in the same fields -

So what happens is I get one NEW contact record in LeadConnector with all the information from all signees smushed into that one record, instead of getting each of the signees’ existing records updated with the tag ‘contract signed’

Anyone have any idea how can achieve that, please?

Thank you.

All the best.

Mark.

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Hi @Growwth

Try using the Looping app to handle the iteration of line items: https://zapier.com/apps/looping/help

Thanks for that, Troy. I’ll give it a go.

Troy, do you have any pointers on how best to set this up at all, please?

Don’t worry, I follow this - https://help.zapier.com/hc/en-us/articles/8496106701453-Loop-your-Zap-actions - It demo my exact situation!

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