HubSpot Integration: Foundations
Learn how to make the most of your HubSpot and PandaDoc integration to improve your document creation and management workflow. In this 35-minute course, you will learn how to set up the integration between HubSpot and PandaDoc & create and manage document progress right in HubSpot. (Learn more...)
HubSpot Integration: Foundations
Learn how to make the most of your HubSpot and PandaDoc integration to improve your streamlined document creation and management workflow. In this 35-minute course, you will learn how to set up the integration between HubSpot and PandaDoc to efficiently pull information from your CRM into your PandaDoc templates and documents, as well as how to manage the document progress right in HubSpot to ensure that every deal or contract gets completed.
This course is designed for:
- PandaDoc Account Owner and Admins wishing to connect their HubSpot and PandaDoc accounts.
- HubSpot users looking to make the most of the PandaDoc and HubSpot integration
What You Will Learn:
- Set up the connection between your PandaDoc and HubSpot accounts
- Customize your PandaDoc templates to automatically pull data from HubSpot when creating a document
- Create and manage your documents created from HubSpot
Plan Availability: Business & Enterprise