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HubSpot + PandaDoc

Update HubSpot deals when new PandaDoc documents are completed

With the help of Zapier, you can set up an automated workflow between PandaDoc and HubSpot CRM. This means you don't have to spend extra time updating deals after your PandaDoc quotes get signed. Once activated, whenever a new PandaDoc document is completed, this integration will automatically update the HubSpot CRM deal, so you don't have to do it manually.

With the help of Zapier, you can set up an automated workflow between PandaDoc and HubSpot CRM. This means you don't have to spend extra time updating deals after your PandaDoc quotes get signed. Once activated, whenever a new PandaDoc document is completed, this integration will automatically update the HubSpot CRM deal, so you don't have to do it manually.

  1. short arrow
    long arrow
    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

Supported triggers and actions

What does this mean?
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hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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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 More

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