Sales Integrations

JustineGP
Contributor | Platinum Partner
Contributor | Platinum Partner

Pandadoc Signer token to send an email to a specific contact with a deal based workflow in HubSpot

Hi !

 

I want to send an email only to the contact who signed a Pandadoc Document after a deal is won.

 

Do you think it's possible to identify the contact who signed the proposal and send the info from Pandadoc to HubSpot ? 

 

When I create a Pandadoc quote in my HubSpot portal, the integration asks me to identify the recipient who is going to sign(the signer) and the sender (me). This works. After that, I am not able to find a way to identify the signer in HubSpot.

 

Anyone knows how to do this ?

 

I know HubSpot knows who the signer is as it asks me to identify him or her when I create the quote. So this info has to be somewhere.

 

Guépard en chef chez Guépard Communications
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PamCotton
Community Manager
Community Manager

Pandadoc Signer token to send an email to a specific contact with a deal based workflow in HubSpot

Hello @JustineGP , thank you for the information provided, and happy Friday!

 

I would like to invite some of our top experts to share their ideas @Josh @GeorgeBThomas any recommendations to @JustineGP matter?

 

Thank you,

Pam

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