How can I filter for deals closed by specific team members?

DryMerge allows you to filter based on deal owners. Specify the team members, and it will filter accordingly.

Can I customize the thank you notes for different deal values?

Yes, you can set different templates for various deal values, and DryMerge will handle the customization.

Which people use this automation? What do they use it for?

Sales teams use this automation to send personalized thank you notes, enhancing client relationships post-deal.

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HubSpot + PandaDoc

Send Thank You Notes for Closed Deals in HubSpot via PandaDoc

Maintain a smooth follow-up by generating a thank you note using PandaDoc whenever a deal is closed in HubSpot. Ideal for sales teams to build better relationships with clients.

Deal Closed

Triggers when a deal is closed in HubSpot.

Send Thank You Note

Creates and sends a thank you note.

See more HubSpot to PandaDoc integrations or use AI to customize your automation.

or pick a common variation below

Send PandaDoc Proposals for New HubSpot Deals

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HubSpot + PandaDoc

Send Onboarding Package for New HubSpot Contacts via PandaDoc

HubSpot + PandaDoc

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send thank you notes for closed deals in HubSpot via PandaDoc"

Send thank you notes for closed deals in HubSpot via PandaDoc

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + PandaDoc.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.