HubSpot + PandaDoc

Update HubSpot companies when documents are completed in PandaDoc

Keep your HubSpot company data current with this automation workflow. As soon as a document is completed in PandaDoc, the corresponding company information in HubSpot is updated. This ensures customer information is consistent and updated promptly, eliminating manual errors and saving valuable time. It's an ideal solution for maintaining record accuracy effortlessly.

Keep your HubSpot company data current with this automation workflow. As soon as a document is completed in PandaDoc, the corresponding company information in HubSpot is updated. This ensures customer information is consistent and updated promptly, eliminating manual errors and saving valuable time. It's an ideal solution for maintaining record accuracy effortlessly.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Company

    Update a Company 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
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hubspot logo

About HubSpot

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

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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 moreHelp

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  • Documents

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