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Ideas to Improve PandaDoc: Integrations - HubSpot

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Conditional logic for Hubspot

Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is

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Jillian Chamberlain shared this idea  ·   ·  Admin →
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  • Savannah Faulkner commented  · 

    If the Venue fields are filled in PandaDoc → we want a Deal checkbox property (e.g., “Venue Details Completed”) to automatically be set to TRUE.
    • If the Venue fields are empty → the checkbox should remain FALSE.
    • We do NOT want to display this checkbox inside PandaDoc.
    • The checkbox should only reflect whether the venue fields were completed in the document.

  • Charmyn Marchan commented  · 

    Or allow a checkbox to be ticked in association with a pre-defined value from a Hubspot object.