Quick summary
Connecting HubSpot Free CRM to PandaDoc takes just a few clicks inside the HubSpot App Marketplace, letting sales teams create and send documents directly from their CRM. Once authenticated, PandaDoc syncs with HubSpot contacts, companies, and deals to streamline the entire document workflow.
Steps
- Log in to your HubSpot account and click the Marketplace icon in the top navigation.
- Select Apps from the Marketplace menu.
- Type PandaDoc in the search bar and select it from the results.
- Click Install app on the PandaDoc listing page.
- Click Choose Account to select the HubSpot account you want to connect.
- Click Connect App and follow the prompts to log into your PandaDoc account.
- Confirm the authentication success notification that appears once the integration is complete.
