Fix PandaDoc HubSpot integration to match update HubSpot Object Merge - Jan 2025
When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.
Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc CRM card.
PandaDoc document metadata cannot be edited, so users are unable to re-link any existing PandaDoc documents to the new HubSpot object created by the merge process.
For example, see reported issue in HubSpot Community Forum: https://community.hubspot.com/t5/Third-Party-Apps/PandaDoc-no-longer-visible-in-Merged-Contact-Record/m-p/1121922#M422
Suggested solution: The updated HubSpot merge functionality saves merged object IDs in the hsmergedobject_ids property. If the PandaDoc integration were updated to display all documents on the CRM card where the document metadata HubSpot ID matches the current object ID OR any of the merged object IDs, all associated PandaDoc documents would appear on the CRM card on the new object.
HubSpot users please upvote this issue so that PandaDoc documents appear on merged Contacts and Companies.
Pete Nicholls
shared this idea
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Andrew Thompson commented
Hi Pete,
Do you have an update on this / had any communication with PandaDoc regarding the situation?
All the best,
Andy