Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
12
votes
AdminIryna Pekarchyk
(Admin, PandaDoc)
shared this idea
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Option to automatically update a Hubspot property with a document reference number.
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Update a Hubspot property with a document reference number.
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Aïcha Benkahoul commented
Copy automatically the sequence number of the document (contract) in the HubSpot property "Contract #" when it is completed.
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Kazi Hoque
commented
We use a pandadoc sequence number "Contract Number X" on all Hubspot deals. When a document is completed, would like deal property "Contract Number" to be updated automatically with X.