5 results found
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Automate HubSpot Specific Property Updates Based on Pandadoc Template Status
Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.
Detailed Description:
Trigger Event:
When a PandaDoc document, created using a designated template, reaches a "completed" status.
Action in HubSpot:Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
Workflow Activation:The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending…
1 voteHi,
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Update Deal properties in HubSpot when PandaDoc document status changed
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Set HubSpot property value based on selection in PandaDoc document
In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Deal properties in HubSpot whenever a document's status changes
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change the HubSpot deal status when the document is approved
change the HubSpot deal status when the document is approved
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Change HubSpot deal stage whenever a document’s status is updated
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pass information from PandaDoc to HubSpot
Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Update Deal properties in HubSpot when PandaDoc document status changed
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Pull currency from Hubspot
Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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