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. 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
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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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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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