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HubSpot CRM
PandaDoc

Create and send a PandaDoc document when a HubSpot CRM deal stage changes

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When a HubSpot CRM deal stage changes to a deal stage of your choice, Make will automatically create and send a PandaDoc document from a PandaDoc template.

You have to create your PandaDoc template beforehand or use one of the PandaDoc public templates.

Apps Included

Categories
E-Signatures
Files & Documents
CRM

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