Update HubSpot deals when new PandaDoc documents are completed
When this happensStep 1: Document Completed
Then do thisStep 2: Update Deal
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.
How this PandaDoc-HubSpot CRM integration works
- New PandaDoc document is Completed
- Zapier finds and updates a deal in HubSpot CRM
- HubSpot CRM