Hubspot workflow
Any plans for Hubspot Workflow?
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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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.