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
New Intercom User to Update HubSpot CRM Deal Stage
Pandadoc Document Status Change to Add HubSpot CRM Deal
New Intercom Lead to Add HubSpot CRM Deal to Send Pandadoc Document
New HubSpot CRM Contact to Send Pandadoc Document
New Intercom Lead to Check Pandadoc Status to Add HubSpot CRM Deal
HubSpot CRM Contact Field Match to Send Pandadoc Document to Add HubSpot CRM Deal
Pandadoc Document Status Change to Add HubSpot CRM Deal to Send Pandadoc Document
Pandadoc Document Status Change to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
New Intercom Lead to Send Pandadoc Document to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Check Pandadoc Status to Assign Salesforce Lead to Group
Pandadoc Document Status Change to Send Segment Event
Smart Segment Trigger to Add HubSpot CRM Deal to Send Pandadoc Document
Pandadoc Document Status Change to Send Segment Event to Add HubSpot CRM Deal
HubSpot CRM Contact Field Match to Send Pandadoc Document
HubSpot CRM Contact Field Match to Check Pandadoc Status to Send Segment Event
Pandadoc Document Status Change to Check Delighted NPS Response to Update HubSpot Contact Field
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status
Pandadoc Document Status Change to Update HubSpot Contact Field
Pandadoc Document Status Change to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Send Pandadoc Document
Showing 20 of 681 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.
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