Track your PandaDoc sales proposal status in Google Sheets
In this video, you'll learn how to update a Zapier workflow to automatically populate and update a deal tracker in Google Sheets from your HubSpot deal and PandaDoc sales proposal. ➝ I'm guessing you're already using HubSpot, but if not, try it for free: https://trfc.co/hubspot
-- Chapters --
00:00 Introduction
01:00 Setting Up the Update Row in Google Sheets
02:11 Using Unique Deal ID to Update Sheets
03:44 Automating Status Updates from PandaDoc
04:29 Defining the Trigger for Specific Document Templates
05:12 Looking Up Rows in Google Sheets Using PandaDoc ID
06:21 Updating the Google Sheet with New Status
08:33 Conclusion
😎 Try PandaDoc for free: https://trfc.co/pandadoc
Here are some other videos that might interest you:
HubSpot AI Tools • Free access to HubSpot's AI marketing...
Asana • Asana Tips & Tricks
Monday.com • Monday.com Tips & Tricks
Create your first marketing email with AI • HubSpot Marketing Email: Create your ...
HubSpot and Zapier Data Sync Tutorial • HubSpot and Zapier Data Sync Tutorial...
-- Video Summary --
*Introduction to the Automation Process:*
Previously, I established a deal tracker in a Google Sheet.
The objective was for new deals from HubSpot and PandaDoc to populate automatically as rows within this sheet.
*Adding a New Column to the Sheet:*
I introduced a new column for PandaDoc ID, which is essential for future referencing within the process.
*Final Steps in Zapier ('Zap') Configuration:*
The last step entails including an "Update Spreadsheet Row" feature for Google Sheets within Zap.
I demonstrated choosing the correct worksheet and how to add a search step to find the appropriate row for updating.
*Using Lookup to Update Rows:*
The lookup step is configured using a unique Deal ID from HubSpot to ensure precise updates.
With this feature, I was able to fetch and input the PandaDoc ID and other pertinent deal information into the tracker.
*Introducing Status Columns:*
A new column was added to track the PandaDoc status.
I explained how to update each deal's PandaDoc ID and status efficiently using Zapier.
*Automating Updates Based on PandaDoc Status Changes:*
The automation is designed to update the Google Sheet when there is a change in a document's status on PandaDoc.
I showcased the trigger setup to initiate an update specifically for documents using a sample template.
*Live Demonstration of the Update Process:*
I executed a live test from triggering a change in PandaDoc to observing the update on the Google Sheet.
This effectively illustrated the automated reflection of the new PandaDoc status within the deal tracker.
*Conclusion and Next Steps:*
In summary, the Zapier automation successfully linked HubSpot deals to specific PandaDoc documents and updated their statuses in real time.
I shared how this facilitates tracking and referred viewers to my upcoming overview video where I'll tie all the components together.
😎 Try HubSpot for free: https://trfc.co/hubspot
-- Stuff --
🧡 Incredible software for CRM and Marketing: https://trfc.co/hubspot
🍀 My favourite proposal software is PandaDoc: https://trfc.co/pandadoc
🎬 I use Screen Studio to easily record most of this video: https://trfc.co/screenstudio
🧑💻 My super powered web browser is Sidekick: https://trfc.co/sidekick
📝 Go to for more advanced forms https://trfc.co/jotform
⏱️ Preferred project management software https://trfc.co/clickup
🙊 AI translate voice recordings https://trfc.co/elevenlabs
🎶 I love Epidemic Sound for video music: https://trfc.co/epidemic
Please note that I might receive commission on purchases made through various links on this page.
-- Terrific --
https://terrific.digital
Смотрите видео Track your PandaDoc sales proposal status in Google Sheets онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь Terrific 30 Март 2024, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 7 раз и оно понравилось людям.