It is very easy to link PandaDoc to HubSpot using Zapier. Here’s a quick tutorial on how to do it:
- Go to the left-side panel, then click 'Create'.
- Choose 'Zaps' from the list of options.
- After that, tap the 'Trigger' tab to start the integration process.
- Search for 'PandaDoc' and select it from the recommended matches.
- Next, specify the 'Trigger Event' you wish to use.
- Tap 'Sign In' afterwards and then log into your PandaDoc account.
- Subsequently, click 'Authorize' to accept the terms and grant the necessary permissions.
- Submit the required information to set up the Trigger accordingly.
- Once done, tap 'Continue' to run your input and test the Trigger.
- Click 'Continue' one more time to proceed further.
- Following that, search for 'HubSpot' and choose it as the Action app.
- Next, click the pull-down menu and pick the 'Action Event' you prefer to use.
- Tap 'Sign In' afterwards and then log into your HubSpot account.
- Subsequently, choose the specific HubSpot account you want to link to PandaDoc and then tap 'Choose Account'.
- Agree with the associated terms and tap 'Connect App' to proceed.
- One by one, fill out the input fields with the required information.
- Once done, click 'Continue' to publish and enable the integration.
- After completing these steps, your PandaDoc account will be linked instantly to HubSpot.
