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'Link to CRM for Hubspot integration' has been merged into this idea

Ideas to Improve PandaDoc: Integrations

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API endpoint link2CRM

Link a document to an existing CRM record so document is displayed within CRM document list.

41 votes

Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) shared this idea · Mar 26, 2020 · Admin →

Released · Oct 21, 2021

Show previous admin responses (1)

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AdminYuliya Tsiushkevich (Admin, PandaDoc) commented · January 22, 2021 12:39 PM

When creating documents from template via API, is it possible to also link that document to a hubspot deal via an API

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Adminscott Bilodeau (Sr Solutions Engineer, PandaDoc) commented · August 25, 2020 1:22 AM

support link2crm via api to attach newly created pandadoc documents to linking service.

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AdminYana Martynenko (Admin, PandaDoc) commented · May 7, 2020 10:22 AM

Link to Hubspot for Completed document.

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