Capture referral agreements, update contacts in HubSpot, and notify team in Slack

Capture referral agreements with PandaDoc, update contact details in HubSpot, and notify your team via Slack. This process ensures accurate information and keeps your team informed, enhancing collaboration and efficiency.

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Overview

Capture referral agreements with PandaDoc, update contact details in HubSpot, and notify your team via Slack. This process ensures accurate information and keeps your team informed, enhancing collaboration and efficiency.

Capture referral agreements, update contacts in HubSpot, and notify team in Slack