Hubspot CRM + Pandadoc Integration

Use Autopilot to automate and integrate Hubspot CRM and Pandadoc.

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Marketing Automation ideas to integrate Hubspot CRM and Pandadoc

API Trigger to Check Pandadoc Status to Update HubSpot Contact Field

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Email Activity to Update HubSpot Contact Field

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Pandadoc Document Status Change to Update Pipedrive Person Field to Add HubSpot CRM Deal

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Pandadoc Document Status Change to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Send Pandadoc Document

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Add Intercom Tag to Update HubSpot Contact Field to Send Pandadoc Document

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HubSpot CRM Deal Stage Match to Send Pandadoc Document

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Pandadoc Document Status Change to Add Pipedrive Note to Update HubSpot CRM Deal Stage

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Email Activity to Send Pandadoc Document

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HubSpot CRM Deal Stage Match to Eject from Journey

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Pandadoc Document Status Change to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Has Submitted Facebook Lead Ad to Send Pandadoc Document

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Pandadoc Document Status Change to Update HubSpot Contact Field

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Pandadoc Document Status Change to Update HubSpot CRM Deal Stage

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Pandadoc Document Status Change to Update HubSpot Contact Field to Send Pandadoc Document

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HubSpot CRM Contact Field Match to Send Pandadoc Document

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HubSpot CRM Deal Stage Match to Send Pandadoc Document

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Pipedrive Deal Status Match to Check HubSpot CRM Deal Stage to Send Pandadoc Document

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HubSpot CRM Deal Stage Match to Check Pandadoc Status to Add HubSpot CRM Deal

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Pipedrive Deal Status Match to Update HubSpot CRM Deal Stage to Send Pandadoc Document

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Showing 20 of 642 Marketing Automation ideas using Autopilot's Hubspot CRM and Pandadoc integration.

About Hubspot CRM

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

About Pandadoc

Automatically send documents based on actions people take in the customer journey with Pandadoc and Autopilot. Easily follow up eSignatures status changes including after the document is successfully complete. Pandadoc streamlines the way your team creates, sends, and tracks sales documents so you can close more deals faster.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Hubspot CRM integration.

Triggers

New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Pandadoc Document Status Change
Triggers when the last document status changes to either draft, completed, sent, viewed or paid.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pandadoc Status
Checks the current status of the Pandadoc for the user.

Actions

Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
Send Pandadoc Document
Sends a Pandadoc document to the user in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Hubspot CRM and Pandadoc.