Sync line items from HubSpot Deal to your PandaDoc proposal via Zapier скачать в хорошем качестве

Sync line items from HubSpot Deal to your PandaDoc proposal via Zapier

In this video you'll learn how to automate the creation of PandaDoc proposals from HubSpot deal line items using Zapier, enabling a flow of pricing and contact information for efficient document generation. ➝ Get a 14 day free trial with PandaDoc and try it yourself: https://trfc.co/pandadoc -- Chapters -- 00:00 Introduction to Zapier with HubSpot Line Items 01:12 Trigger Step in HubSpot Explained 02:28 Associations and Line Items in Zapier Loop 03:19 Creating Loops in Zapier 04:30 Introducing Delay Step Within Loops 05:27 Utilising HubSpot Get Line Item Step 06:10 Appending Data with Digests in Zapier 07:07 Creating Unique Digest Titles with Deal ID 08:45 Releasing Digests and Formatting Data 09:09 Stopping the Zapier Loop 10:18 PandaDoc Template Tokens 12:00 Pricing Table 12:47 Template Tokens 14:07 Testing and Reviewing the Document 15:04 Tips for Ensuring a Smooth Setup 15:22 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 tool...   Asana    • Asana Tips & Tricks   Monday.com    • Monday.com Tips & Tricks   Create your first marketing email with AI    • HubSpot Marketing Email: Create your first...   HubSpot and Zapier Data Sync Tutorial    • HubSpot and Zapier Data Sync Tutorial: In-...   -- Video Summary -- *Introduction* Demonstrated how to generate PandaDoc proposals using HubSpot's line items feature automatically through Zapier. *Zapier Setup Overview* Explained the Zapier setup, involving loops, and how it integrates HubSpot with PandaDoc. Recapped previous video on setting up PandaDoc with Zapier to pull information from HubSpot deals. *HubSpot to PandaDoc Integration Steps* Detailed the trigger step on HubSpot for when a deal progresses to a specific stage. Illustrated obtaining association data, such as company and contact details, from HubSpot. Addressed handling multiple contact IDs within HubSpot. *Implementation of Loops* Introduced the concept of loops in Zapier to process multiple line items. Configured the loop using the 'Create Loop from Line Items' action to handle the pricing information. Adjusted loop settings to prevent errors from simultaneous executions. *Utilising Digest and Append Features* Used 'Append Digest' in Zapier to compile line item details (name, price, quantity). Ensured unique digest titles using deal IDs for clear separation of data. *Creating Digest Releases and PandaDoc Document* Released digests to gather collected line item data. Created a PandaDoc document using the released data, which included embedding pricing table details. *PandaDoc Document Customisation and Finalisation* Tailored PandaDoc template tokens to match released data for pricing tables. Conducted a test of the setup to ensure proper document creation. Finished with a call to publish the Zap, test in live conditions, and provided a step to send out the document as a draft. 😎 Try PandaDoc for free: https://trfc.co/pandadoc -- 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