Hubspot workflow
Any plans for Hubspot Workflow?
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Support HubDo commented
I love that automations are coming within PandaDoc (currently closed beta https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GHCSB8K0AA1YZ6RJCN2Y7X89) , but also want to see hooks within HubSpot workflows so that many other actions can be controlled within HubSpot workflows. The workflows have intelligence on contacts, company, deal and other Operations Hub actions.
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Luke Gibbons commented
The HubSpot integration is great so far, but when a document status is updated, this should be able to trigger a workflow in HubSpot so we can automatically update the deal stage.