HubSpot + PandaDoc

Update HubSpot companies when PandaDoc documents are sent

Keep your company information in real time with this smart workflow. When a document dispatch event occurs in PandaDoc, it prompts an immediate update to the corresponding company data within HubSpot. This procedure promotes efficient data management, ensuring essential information remains updated across both platforms.

Keep your company information in real time with this smart workflow. When a document dispatch event occurs in PandaDoc, it prompts an immediate update to the corresponding company data within HubSpot. This procedure promotes efficient data management, ensuring essential information remains updated across both platforms.

  1. When this happens...
    PandaDocPandaDoc
    Document Sent

    Triggers when a document is sent.

    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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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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