How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
We currently have an integration with Hubspot and Salesforce. I believe we have a process where a document is attached to a Hubspot deal, and at a certain point, Hubspot creates a Salesforce Opportunity record as a result of that deal. How can we automatically link that Salesforce Opportunity ID back to the PandaDoc?
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AdminJomarie Papas
(Customer Support, PandaDoc)
shared this idea