PandaDocCLIAPI@2.6.3 LogoHubSpotCLIAPI@1.7.5 LogoHubSpotCLIAPI@1.11.0 LogoHubSpotCLIAPI@1.11.0 LogoHubSpotCLIAPI@1.11.0 LogoHubSpotCLIAPI@1.11.0 LogoGoogleSheetsV2API LogoHubSpotCLIAPI@1.7.5 LogoFilterAPI LogoHubSpotCLIAPI@1.11.0 LogoHubSpotCLIAPI@1.11.0 Logo

(US) Update Hubspot Info, move Deal to Onboarding, and 10DLC Spreadsheet when US Quote Signed

“Anytime a document completed is created in PandaDoc, update company in HubSpot, find or create contact in HubSpot, etc.”

Joel Grossmancreated by Joel Grossman

This Zap uses the private apps HubSpotCLIAPI@1.7.5 and HubSpotCLIAPI@1.7.5.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 11 steps …

  • Step 1 - Trigger

    Anytime a document completed is created in PandaDoc

  • Step 2 - Action

    Update company in HubSpot

  • Step 3 - Action

    Create or update contact in HubSpot

  • Step 4 - Action

    Create associations in HubSpot

  • Step 5 - Action

    Find or create contact in HubSpot

  • Step 6 - Action

    Create associations in HubSpot

  • Step 7 - Action

    Find deal in HubSpot

  • Step 8 - Action

    Filter my data in Filter by Zapier

  • Step 9 - Action

    Conditionally run... in Paths by Zapier

  • Step 10 - Action

    Filter tasks in Paths by Zapier

  • Step 11 - Action

    Filter tasks in Paths by Zapier

    • 9.5 minutes to set up
    • Get back 5.5 hrs /week
    • 6 people use this zap

    This Zap uses the following 5 apps

    • PandaDoc Logo
    • HubSpotCLIAPI@1.7.5 Logo

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc (Englisch) and HubSpotCLIAPI@1.7.5,
    Learn More