HubSpot + PandaDoc

Create HubSpot deals when new PandaDoc documents are sent

Efficiently manage your sales process by connecting PandaDoc and HubSpot with this seamless workflow. When a document is sent through PandaDoc, a deal will be created in HubSpot, ensuring your sales pipeline stays accurate and up-to-date. Streamline your sales operations and save time with this convenient automation.

Efficiently manage your sales process by connecting PandaDoc and HubSpot with this seamless workflow. When a document is sent through PandaDoc, a deal will be created in HubSpot, ensuring your sales pipeline stays accurate and up-to-date. Streamline your sales operations and save time with this convenient automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal Deprecated

    Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.

    ActionWrite
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Supported triggers and actions

    • Source

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • Document IDRequired

    • Attachment NameRequired

    • AttachmentRequired

    Action
    Write
    • Document NameRequired

    • TemplateRequired

    • Send DocumentRequired

    • Message

    • Pricing Table Currency

    • Name

    • Description

    • Price

    • Quantity

    • Discount

    • Document Metadata

    Action
    Write
    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • Source

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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pandadoc logo
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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.
Learn more

Related categories

  • Documents

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