Signed PandaDoc Contract ➝ Update HubSpot Deal (with Zapier)
In this video, you'll learn how to avoid upgrading to PandaDoc's enterprise plan and instead utilise Zapier to create external automations with HubSpot, allowing you to update HubSpot Deal stages whenever a PandaDoc contract is signed. ➝ Get a 14 day free trial with PandaDoc and try it yourself: https://trfc.co/pandadoc
-- Chapters --
00:00 Introduction
00:51 Cost-Effective Automation
01:14 Setting Up Zapier with PandaDoc
03:17 Testing the Zapier Trigger
03:43 Finding the HubSpot Deal ID
04:28 Using Name Search for HubSpot Deals
05:42 Updating Deal Properties
06:51 Review and Test in HubSpot
07:49 Extending Zapier Functionality with Notifications
08:07 Weighing Pros and Cons of Using Zapier
08:24 Conclusion
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-- Video Summary --
*PandaDoc and HubSpot Integration:*
Outlined the limitation where business automations are confined to in-house PandaDoc workflows.
Highlighted that to access external automations, such as updating deal properties in HubSpot, one needs to subscribe to the enterprise plan.
*Cost-Effective Solution with Zapier:*
Suggested that using Zapier could be a more economical choice if you already subscribe to it.
Illustrated the process of leveraging Zapier to automate the update of a deal's stage in HubSpot when the PandaDoc status changes.
*Setting Up the Automation:*
Guided viewers through creating a workflow in Zapier.
Demonstrated connecting PandaDoc to Zapier and selecting the necessary template for automation.
*Zapier Workflow Details:*
Stressed the importance of template selection in PandaDoc to ensure all relevant details are pulled through Zapier.
Ran tests to confirm the correct retrieval of a recently completed document using the specified template.
*HubSpot Deal Updating:*
Shared the challenge of locating the correct deal ID in HubSpot to update the deal status and proposed potential solutions, including embedding the deal ID within the PandaDoc document or searching by the deal's name.
*Final Touches to the Zapier Automation:*
Walked through the step of searching and finding the correct deal in HubSpot via Zapier.
Showed how to update not only the deal stage but also potentially other deal properties, using the information provided within the PandaDoc document.
*Finalising and Activating the Workflow:*
Went through the final testing to show that the deal amount and stage in HubSpot were successfully updated with Zapier.
Discussed publishing the workflow and making sure it triggers appropriately upon the completion of a PandaDoc document.
*Extending Zapier's Functionality:*
Suggested additional automation steps, such as sending out notifications through services like Slack or email upon closure of a deal.
*Pros and Cons:*
Acknowledged that while using Zapier might be more time-consuming compared to using PandaDoc's native automations, it offers significantly more customisation options.
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-- Stuff --
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-- Terrific --
https://terrific.digital
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