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PandaDoc
HubSpot CRM

Connect PandaDoc and HubSpot CRM

Explore ready-made PandaDoc and HubSpot CRM templates and start automating in minutes.

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Create a custom workflow

Integrate PandaDoc with HubSpot CRM and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

PandaDoc
Trigger: Watch Documents
HubSpot CRM
Action: Select an action
1. Select a trigger

  • Triggers when a document event occurs according to the event parameter.

2. Select an action

  • Adds a contact to a specific workflow.

  • Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.

  • Adds records to selected list (segment).

  • Creates a call with the given properties and returns a copy of the object, including the ID.

  • Creates a communication with the given properties and returns a copy of the object, including the ID.

  • Creates a company with the given properties and returns a copy of the object, including the ID.

  • Creates a contact with the given properties and returns a copy of the object, including the ID.

  • Creates a custom object with the given properties and returns a copy of the object, including the ID.

  • Creates a deal with the given properties and returns a copy of the object, including the ID.

  • Creates a folder.

  • Creates a line item with the given properties and returns a copy of the object, including the ID.

  • Creates a meeting with the given properties and returns a copy of the object, including the ID.

  • Creates a note with the given properties and returns a copy of the object, including the ID.

  • Creates a product with the given properties and returns a copy of the object, including the ID.

  • Creates a new quote.

  • Creates a task with the given properties and returns a copy of the object, including the ID.

  • Creates a ticket.

  • Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

  • Associates two CRM objects.

  • Creates an email with the given properties and returns a copy of the object, including the ID.

  • Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

  • Creates an order with the given properties and returns a copy of the object, including the ID.

  • Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.

  • Moves a call to the recycling bin.

  • Moves a communication to the recycling bin.

  • Moves a company to the recycling bin.

  • Moves a contact to the recycling bin.

  • Moves a custom object to the recycling bin.

  • Moves a deal to the recycling bin.

  • Permanently deletes a file and all related data and thumbnails from file manager.

  • Marks a folder as deleted.

  • Moves a line item to the recycling bin.

  • Moves a meeting to the recycling bin.

  • Moves a note to the recycling bin.

  • Moves a product to the recycling bin.

  • Deletes quote by its ID.

  • Moves a task to the recycling bin.

  • Deletes an existing ticket.

  • Deletes an association between two CRM objects.

  • Moves an email to the recycling bin.

  • Deletes an engagement (a task or activity) on an object in HubSpot.

  • Moves an order to the recycling bin.

  • Removes records from selected list (segment).

  • Returns information about a specific call.

  • Returns information about a specific communication.

  • Returns information about a specific company.

  • Returns information about a specific contact.

  • Returns information about a specific custom object.

  • Returns information about a specific deal.

  • For a given file ID, return the file associated with that ID.

  • Returns information about a specific line item.

  • Returns information about a specific meeting.

  • Returns information about a specific note.

  • Returns information about a specific product.

  • Gets a quote by its ID.

  • Gets metadata for a specific record property by its (internal) name.

  • Returns information about a specific task.

  • Gets a specific ticket by its ID.

  • Returns information about a specific email.

  • Returns information about a specific invoice.

  • Returns information about a specific order.

  • Returns details for an owner.

  • Performs an arbitrary authorized API call to manage data in Hubspot CRM.

  • Merges contacts

  • Removes a contact from a contact list. This module will be deprecated on September 30th 2025.

  • Removes a contact from a workflow.

  • Sends form submission data to HubSpot.

  • Subscribes a contact to the given subscription emails.

  • Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.

  • Updates call's properties by their ID. Returns updated properties in the response.

  • Updates communication's properties by their ID. Returns updated properties in the response.

  • Updates company's properties by its ID. Returns updated properties in the response.

  • Updates contact's properties by their ID. Returns updated properties in the response.

  • Updates custom object's properties by its ID. Returns updated properties in the response.

  • Updates a specific deal by its ID. Returns updated properties in the response.

  • Updates line item's properties by their ID. Returns updated properties in the response.

  • Updates meeting's properties by their ID. Returns updated properties in the response.

  • Updates note's properties by their ID. Returns updated properties in the response.

  • Updates product's properties by their ID. Returns updated properties in the response.

  • Updates quote by its ID.

  • Updates task's properties by their ID. Returns updated properties in the response.

  • Updates an existing ticket by its ID.

  • Updates email's properties by their ID. Returns updated properties in the response.

  • Updates order's properties by their ID. Returns updated properties in the response.

  • Moves a file to a different folder.

  • Uploads a new file to the file manager.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PandaDoc and HubSpot CRM.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a new contact.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Action
Load more

Popular PandaDoc and HubSpot CRM workflows

Connect PandaDoc and HubSpot CRM with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

CRM/Sales

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

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.

Create and send a PandaDoc document when a HubSpot CRM deal stage changes
Use template
CRM/Sales

Create a new PandaDoc contact when a HubSpot CRM contact is created

Every time a HubSpot CRM contact is created, Make will automatically create a new PandaDoc contact.

Create a new PandaDoc contact when a HubSpot CRM contact is created
Use template
CRM/Sales

Create a PandaDoc document when a new HubSpot CRM contact is added

When a HubSpot CRM contact is created, Make will automatically create a PandaDoc document from a PandaDoc template. You have to create your PandaDoc template beforehand or use one of the PandaDoc public templates.

Create a PandaDoc document when a new HubSpot CRM contact is added
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.