HubSpot Syncing on Contact Records
Currently, the PandaDoc and HubSpot integration only functions at the Deal level. We need this to sync not only at the Deal level but also at the Contact level. For example, the automation currently only attaches the completed file if the document was sent through a Deal, but it does not work when sending documents from a Contact record.
5
votes
Pan Threx
shared this idea
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Simon Hodel
commented
+1 on the ability to link back the already created document to the contact record and not just a deal
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Savannah Faulkner commented
In connection with this, we need the ability to link the already created document back to the contact record