5 results found

1. Set HubSpot property value based on selection in PandaDoc document

   In PandaDoc documents containing intelligent content, or more precisely when the user has to choose a content block from among those proposed, it would be very practical if a HubSpot property ("drop down menu" type) will be automatically filled in according to the content block chosen.
   For example: In the automatic renewal section of a contract (PandaDoc document), the user has to choose between 2 content blocks: "Contract with automatic renewal" and "Contract without automatic renewal". If the user chooses the "Contract with automatic renewal" block, then the HubSPot "Renewal" property will be set to "No".

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Update Deal properties in HubSpot whenever a document's status changes

2. change the HubSpot deal status when the document is approved

   change the HubSpot deal status when the document is approved

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Change HubSpot deal stage whenever a document’s status is updated

   
   

3. pass information from PandaDoc to HubSpot

   Example: We have a text field like "Billing Contact" in the template. Once the customer fills in the billing contact details, the information will be synced with HubSpot.

   2 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Update Deal properties in HubSpot when PandaDoc document status changed

4. Automate HubSpot Specific Property Updates Based on Pandadoc Template Status

   Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

   Detailed Description:

   Trigger Event:

   When a PandaDoc document, created using a designated template, reaches a "completed" status.
   Action in HubSpot:

   Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
   Workflow Activation:

   The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending follow-up emails, updating deal stages, notifying team members, or other custom processes.
   Benefits:

   Streamlined Processes: Eliminates the need for manual updates between PandaDoc and HubSpot, saving time and reducing errors.
   Enhanced Automation: Enables more sophisticated and responsive workflows in HubSpot based on real-time document status.
   Improved Tracking: Provides clear visibility into the status of documents directly within HubSpot, facilitating better decision-making and customer management.
   Use Case Example:

   A sales team sends a proposal using a specific PandaDoc template. Once the client signs and completes the document, the integration updates the "Proposal Status" dropdown in HubSpot to "Completed." This change triggers a workflow that moves the deal to the next stage, sends a thank-you email to the client, and notifies the account manager to initiate the onboarding process.

   Enhance the integration between PandaDoc and HubSpot by automatically updating a custom dropdown property in HubSpot when a specific PandaDoc template is completed. This seamless synchronization will enable the triggering of targeted workflows within HubSpot based on the document’s status.

   Detailed Description:

   Trigger Event:

   When a PandaDoc document, created using a designated template, reaches a "completed" status.
   Action in HubSpot:

   Automatically update a predefined custom dropdown property in the relevant HubSpot record (e.g., Contact, Deal, or Company).
   Workflow Activation:

   The change in the custom dropdown property serves as a trigger for HubSpot workflows, allowing for automated actions such as sending… more

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Update Deal properties in HubSpot when PandaDoc document status changed

5. Pull currency from Hubspot

   Pull currency from Hubspot (EUR, USD etc) and adjust doc value accordingly

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   HubSpot changelog