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Ideas to Improve PandaDoc: API, Payments & Integrations

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Hubspot workflow

Any plans for Hubspot Workflow?

40 votes

Yana Martynenko shared this idea · April 23, 2020 · Admin →

Idea · November 09, 2020

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Support HubDo commented · November 11, 2022 05:10

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 · June 13, 2021 21:12

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.

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