Connect HubSpot and PandaDoc to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings HubSpot and PandaDoc together. Build enterprise-grade automation in minutes.

Our most popular template

Update HubSpot deals when new PandaDoc documents are completed
Details
Try it
PandaDoc + HubSpot
Create PandaDoc documents from new HubSpot form submissions for seamless documentation
Details
Try it
HubSpot + PandaDoc
Update HubSpot deals when new documents are sent in PandaDoc
Details
Try it
PandaDoc + HubSpot
Upload files to HubSpot when new documents are completed in PandaDoc
Details
Try it
PandaDoc + HubSpot
Update deals in HubSpot when document status changes in PandaDoc
Details
Try it
PandaDoc + HubSpot
Update HubSpot deals when PandaDoc documents are paid
Details
Try it
PandaDoc + HubSpot

Update HubSpot deals when new PandaDoc documents are completed

Details

Try it

PandaDoc + HubSpot

Create PandaDoc documents from new HubSpot form submissions for seamless documentation

Details

Try it

HubSpot + PandaDoc

Update HubSpot deals when new documents are sent in PandaDoc

Details

Try it

PandaDoc + HubSpot

Upload files to HubSpot when new documents are completed in PandaDoc

Details

Try it

PandaDoc + HubSpot

Update deals in HubSpot when document status changes in PandaDoc

Details

Try it

PandaDoc + HubSpot

Update HubSpot deals when PandaDoc documents are paid

Details

Try it

PandaDoc + HubSpot

Update HubSpot deals with PandaDoc document status changes
Details
Try it
PandaDoc + HubSpot
Create PandaDoc documents for new HubSpot contacts in list
Details
Try it
HubSpot + PandaDoc

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate HubSpot with PandaDoc - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from HubSpot.

Add your action

An action happens after the trigger—such as "Create Attachment" in PandaDoc.

You’re connected!

Zapier seamlessly connects HubSpot and PandaDoc, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
Try It

- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It

- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

For AI agents & developers

Use HubSpot and PandaDoc with AI agents and code

Beyond Zap workflows. Call HubSpot and PandaDoc actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose HubSpot and PandaDoc actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Update Contact Subscription Preferences
Create Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger HubSpot and PandaDoc actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* hubspot / pandadoc action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use HubSpot and PandaDoc

Automatically trigger PandaDoc contracts for new HubSpot deals.

For business owners looking for efficiency, Zapier simplifies contract creation. When a new deal is created in HubSpot, Zapier automatically generates a PandaDoc contract using a predefined template. This eliminates manual data entry, saves time, and ensures no potential client opportunity is missed.

Business Owner

Try it

Update HubSpot contacts when PandaDoc documents are completed.

Stay synced by ensuring contact records are up-to-date. When a document is marked as completed in PandaDoc, Zapier updates the corresponding contact in HubSpot. This keeps your CRM accurate without manual updates, directly impacting lead nurturing campaigns.

Marketing & Marketing Ops

Try it

Track signature progress from PandaDoc in HubSpot deals.

Monitor document status with streamlined visibility. When a document's status changes in PandaDoc (e.g., sent, viewed, completed), Zapier updates the deal record in HubSpot. Sales teams can track progress efficiently and ensure follow-ups are timely, reducing potential deal delays.

Sales Ops

Try it

Learn how to automate HubSpot on the Zapier blog

Learn how to automate PandaDoc on the Zapier blog

Make work flow with AI

Level up your HubSpot to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about HubSpot + PandaDoc integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and PandaDoc

How can I integrate HubSpot with PandaDoc using your platform?

To integrate HubSpot with PandaDoc, you can use our automation platform to set up triggers and actions between the two apps. Start by choosing a trigger in HubSpot, such as 'New Contact' or 'Form Submission,' and pair it with an action in PandaDoc, like 'Create Document' or 'Send Document.'

What are some common triggers for this integration?

Common triggers from HubSpot include events like 'New Deal,' 'Contact Property Change,' and 'New Email Event.' These triggers can initiate actions in PandaDoc such as creating a new document or populating data fields within a template.

What actions can be performed in PandaDoc when integrated with HubSpot?

Actions you can perform in PandaDoc include creating a new document, sending a document for signature, or updating existing document details. These actions can be automatically triggered by events happening in your HubSpot account.

Is coding required to set up the integration between HubSpot and PandaDoc?

No coding is required to set up the integration between HubSpot and PandaDoc on our platform. We provide an intuitive interface where you can select triggers and actions to automate without any technical knowledge.

Can I customize the templates used in PandaDoc with data from HubSpot?

Yes, once you have set up the integration, you can pull specific data from HubSpot into your PandaDoc templates. For example, when a new deal is created in HubSpot, it could populate a proposal template automatically.

How do I ensure my integrations are running smoothly?

Our platform offers monitoring tools that provide real-time updates on your integrations' activities. You can receive notifications if any issues arise so that they can be addressed promptly.

What should I do if my integration between HubSpot and PandaDoc stops working?

If your integration stops working, first check the connection status within our dashboard. Ensure both apps are connected correctly and re-authenticate if necessary. If issues persist, consult our support resources for troubleshooting tips.

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Inbound Now

Marketing Automation, WordPress

Intercom

Customer Support

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn moreLearn moreHelpHelp

Related categories

Documents

Similar apps

Formstack Documents

Documents

Quip

Documents

DocSend

Ads & Conversion

Connect HubSpot and PandaDoc to power AI-driven automation

Launch your first automated workflow

Update HubSpot deals when new PandaDoc documents are completed

Create PandaDoc documents from new HubSpot form submissions for seamless documentation

Update HubSpot deals when new documents are sent in PandaDoc

Upload files to HubSpot when new documents are completed in PandaDoc

Update deals in HubSpot when document status changes in PandaDoc

Update HubSpot deals when PandaDoc documents are paid

Update HubSpot deals when new PandaDoc documents are completed

Create PandaDoc documents from new HubSpot form submissions for seamless documentation

Update HubSpot deals when new documents are sent in PandaDoc

Upload files to HubSpot when new documents are completed in PandaDoc

Update deals in HubSpot when document status changes in PandaDoc

Update HubSpot deals when PandaDoc documents are paid

Update HubSpot deals with PandaDoc document status changes

Create PandaDoc documents for new HubSpot contacts in list

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use HubSpot and PandaDoc with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use HubSpot and PandaDoc

Automatically trigger PandaDoc contracts for new HubSpot deals.

Update HubSpot contacts when PandaDoc documents are completed.

Track signature progress from PandaDoc in HubSpot deals.

Learn how to automate HubSpot on the Zapier blog

How to integrate ChatGPT with HubSpot

How to use Zapier's HubSpot Salesforce integration

How to integrate Hubspot with Gmail

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Make work flow with AI

Frequently Asked Questions about HubSpot + PandaDoc integrations

Connect HubSpot to PandaDoc on the world's largest no-code automation platform