How to Integrate HubSpot With PandaDoc

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Here’s a step-by-step tutorial on how to integrate HubSpot with PandaDoc:

1. Head over to App Marketplace on the top right. (store icon)
2. Search for "PandaDoc" in the search bar and select it.
3. Hit the Install app button to start the installation.
4. You will be directed to Log in to your PandaDoc account.
5. Select your HubSpot account and hit Connect.
6. Accept the terms and hit the Connect app button.
7. You will receive a success message upon successful integration.
8. Now, head back to your HubSpot account. 
9. Open any record, such as a Deal, Contact, or Company.
10. On your screen's right side (scroll down), you should see a new PandaDoc module.