Two way sync with HubSpot
Option for 2 way sync with HubSpot
Paul Cedric Guevarra
shared this idea
We're happy to announce the release of the improved 2-way sync integration with HubSpot. Please find the details in this blog post:Â
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Pan Threx commented
We need this synced on not just on the Deal level but also for Contacts as well! Currently the automation integration only attaches the completed file if the document was sent through a Deal but it does not work if we want to send documents from a Contact record.
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Kyryl Luchkin commented
It is a must-have. Two-way variable sync will solve many pains related to data accuracy & hygiene.
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Micah Spieler commented
This is currently a blocker for our integration. In particular, when products are removed from a deal in Hubspot, the item is not removed in the synced pricing table in the associated PandaDoc. Prices, discounts, names, descriptions, and other items are updated between the two systems, but not the removal of products from the deal.