Perlego - Update Hubspot Stage - Sent

“Anytime a document sent is created in PandaDoc, filter my data in Filter by Zapier and update deal in HubSpot.”

created by Paula Martins

This Zap uses the private app HubSpotCLIAPI@1.7.5.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.

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This Zap works in 3 steps …

1 note from the creator …

Paula Martins (creator)Adding a filter to make sure that the document was created in husbpot

1.5 minutes to set up
Get back 1.2 hrs /week
4 people use this zap

This Zap uses the following 3 apps

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.
Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
HubSpotCLIAPI@1.7.5
This is a private app. Zapier has very limited details on this app and as a result can’t offer support for it. If you have questions about this app, please reach out to the person who gave you access to this Zap.

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