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Ideas to Improve PandaDoc: Integrations - HubSpot

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HubSpot" Automatically import / Sync PandaDoc contacts with HubSpot Contacts

12 votes

AdminJennuel Venus - Gonzales (Admin, PandaDoc) shared this idea · Mar 13, 2020 · Admin →

Idea · Jul 7, 2021

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Robert Godfrey commented · May 7, 2024 1:49 PM

Objective:
all Hubspot contacts synced into PandaDoc

when I go to enter a recipient it should retrieve Hubspot contacts and pre-populate details (these are stored in HS record and so should not have to be entered in manually)

Makes no sense to have to add Hubspot contacts manually to PD when there is an integration

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