HubSpot + PandaDoc

Update HubSpot deals when new PandaDoc documents are completed

Automate your workflow between PandaDoc and HubSpot with this seamless integration. When a document is completed in PandaDoc, this workflow updates the corresponding deal in HubSpot in real-time. This ensures your sales process is always up to date, enhancing efficiency and eliminating the hassle of manual data transfer. Enjoy streamlined communication and accurate information across your sales and document management tools.

Automate your workflow between PandaDoc and HubSpot with this seamless integration. When a document is completed in PandaDoc, this workflow updates the corresponding deal in HubSpot in real-time. This ensures your sales process is always up to date, enhancing efficiency and eliminating the hassle of manual data transfer. Enjoy streamlined communication and accurate information across your sales and document management tools.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    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

Related categories

  • Marketing Automation

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pandadoc logo
pandadoc logo

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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