HubSpot + PandaDoc

Update deals in HubSpot when document status changes in PandaDoc

Stay on top of your sales pipeline with this efficient workflow between PandaDoc and HubSpot. As soon as a document status changes in PandaDoc, this process swiftly updates the corresponding deal in HubSpot. It delivers a real-time solution to manage changing document statuses, enhancing your sales process by keeping all HubSpot deals apace with your PandaDoc activity.

Stay on top of your sales pipeline with this efficient workflow between PandaDoc and HubSpot. As soon as a document status changes in PandaDoc, this process swiftly updates the corresponding deal in HubSpot. It delivers a real-time solution to manage changing document statuses, enhancing your sales process by keeping all HubSpot deals apace with your PandaDoc activity.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    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

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  • 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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