Hubspot automation improvement
move a deal stage to a different pipeline when the document status changes (e.g., deal is in Pipeline A, and they want to update both the deal stage and move it to Pipeline B).
7
votes
AdminLiezl C
(Admin, PandaDoc)
shared this idea
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AdminLiezl C
(Admin, PandaDoc)
commented
When using the "Update, add, and remove line items in HubSpot whenever a document status changes" automation, the products added at the document level in PandaDoc are not created in HubSpot products, and there is no easy way to add them to HubSpot’s product list.
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Fiona Maher
commented
Ability to move deal to a new stage on pipeline when a copy of the completed document is attached to the deal by PandaDoc automation.
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Anonymous commented
automatically send a document based on HubSpot deal stage
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Jomarie Papas commented
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline