How To Integrate HubSpot With PandaDoc
- Log in to HubSpot: Access your HubSpot account.
- Go to Marketplace: Click on the Marketplace icon in the main navigation.
- Search for PandaDoc: Use the search bar to find the PandaDoc integration.
- Select PandaDoc: Click on the PandaDoc app from the search results.
- Install the Integration: Click on the "Install" button to start the integration process.
- Authorize Access: Follow the prompts to connect your HubSpot account with PandaDoc.
- Configure Settings: Adjust the settings as needed for your business requirements.
- Test the Integration: Create a test document in PandaDoc to ensure everything works smoothly.
- Utilize Features: Start using PandaDoc features within HubSpot for your documents and proposals.
