Logo PandaDocCLIAPI@2.6.3Logo HubSpotCLIAPI@1.7.5Logo HubSpotCLIAPI@1.11.0Logo HubSpotCLIAPI@1.11.0Logo HubSpotCLIAPI@1.11.0Logo HubSpotCLIAPI@1.11.0Logo GoogleSheetsV2APILogo HubSpotCLIAPI@1.7.5Logo FilterAPILogo HubSpotCLIAPI@1.11.0Logo HubSpotCLIAPI@1.11.0

(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.
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How Zapier works (57 sec)
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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

    • Logo PandaDoc
    • Logo HubSpotCLIAPI@1.7.5

    More ways to use these popular apps!

    Check out all the other ways you can connect PandaDoc and HubSpotCLIAPI@1.7.5,
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