Integrate HubSpot with PandaDoc
Appy Pie Connect allows you to automate multiple workflows between HubSpot and PandaDoc
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About PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Want to explore HubSpot + PandaDoc quick connects for faster integration? Here’s our list of the best HubSpot + PandaDoc quick connects.
Explore quick connectsIt's easy to connect HubSpot + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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Contact Recently Created or UpdatedTriggers when a contact recently created or updated.
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New CompanyTriggers when a new company is available.
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New ContactTriggers when a new contact is available.
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New DealTriggers when a new deal is available.
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New Deal in StageTriggers when a deal enters a specified deal.
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Document CompletedTriggers when a document is completed.
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Document PaidTriggers when a document is paid.
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Document SentTriggers when a document is sent.
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Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- Actions
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Add Contact to ListAdds a contact to a specific static list. (Marketing Hub Starter plans and above)
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Add File to ContactAdds a file to a specific contact.
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Associate DealAssociates the deal with dealId with the contact.
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Create CompanyCreate a Company in HubSpot
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Create DealCreate a Deal in HubSpot
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Create Form SubmissionCreates a new Submission for a selected form.
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Create TicketCreate a Ticket in HubSpot
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Create/Update ContactCreate or Update a contact in HubSpot
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Update CompanyUpdate a Company in HubSpot"
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Update DealUpdate a Deal in HubSpot
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Create DocumentCreates a document from a templates.
How HubSpot & PandaDoc Integrations Work
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Step 1: Choose HubSpot as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick PandaDoc as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.