HubSpot + PandaDoc

Update HubSpot deals with PandaDoc document status changes

Keep your HubSpot deals updated efficiently with this automation. When a document status changes in PandaDoc, this workflow will automatically update the corresponding deal in HubSpot. This ensures your team stays informed of the latest progress and helps you maintain accurate records for your sales process.

Keep your HubSpot deals updated efficiently with this automation. When a document status changes in PandaDoc, this workflow will automatically update the corresponding deal in HubSpot. This ensures your team stays informed of the latest progress and helps you maintain accurate records for your sales process.

  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

What does this mean?
    • 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 moreHelp

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  • 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 moreHelp

Related categories

  • Documents

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