HubSpot + PandaDoc

"update HubSpot contacts when PandaDoc documents status changes"

Maintain up-to-date records in HubSpot with this workflow that identifies any changes in the status of documents within PandaDoc and accordingly updates or creates a contact in HubSpot. This automatic, seamless transfer eliminates the need for manual re-entry, saving both time and effort. Streamline your workflow and keep your contact information current, ensuring you're always in touch with your clients, regardless of how their document status changes.

Maintain up-to-date records in HubSpot with this workflow that identifies any changes in the status of documents within PandaDoc and accordingly updates or creates a contact in HubSpot. This automatic, seamless transfer eliminates the need for manual re-entry, saving both time and effort. Streamline your workflow and keep your contact information current, ensuring you're always in touch with your clients, regardless of how their document status changes.

  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
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    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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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.
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