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
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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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support link2crm via api to attach newly created pandadoc documents to linking service.
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AdminYana Martynenko (Admin, PandaDoc) commented
Link to Hubspot for Completed document.
