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Update opportunity in Microsoft Dynamics 365 CRM, and update deal in HubSpot when document is completed in PandaDoc

Update opportunity in Microsoft Dynamics 365 CRM, and update deal in HubSpot when document is completed in PandaDoc

Update your sales progress by tracking completed documents in PandaDoc, which refreshes opportunity stages in Microsoft Dynamics 365 CRM and updates deals in HubSpot, ensuring accurate and timely sales reporting.

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Overview

Update your sales progress by tracking completed documents in PandaDoc, which refreshes opportunity stages in Microsoft Dynamics 365 CRM and updates deals in HubSpot, ensuring accurate and timely sales reporting.

Update opportunity in Microsoft Dynamics 365 CRM, and update deal in HubSpot when document is completed in PandaDoc

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