How to Connect HubSpot Free CRM to PandaDoc
- George Apostolov
How to Connect HubSpot Free CRM to PandaDoc: step-by-step guide
Log in to your HubSpot account. Click on the Marketplace icon.
Select 'Apps'.
In the search bar, type 'PandaDoc' and select it from the results.
Click 'Install app'.
Click on 'Choose Account'.
Click 'Connect App' and follow the prompts to log into your PandaDoc account.
A notification pops up once the authentication has been successfully accomplished.
Quick answer: To connect PandaDoc, log in to HubSpot, open the Marketplace icon, and select Apps. Search for PandaDoc, click Install app, and choose Account. Click Connect App, follow the login prompts for your PandaDoc account, and wait for the success notification.
About this HubSpot tutorial
Integrate PandaDoc with your HubSpot CRM by installing the app from the Marketplace and authenticating your account. This guide shows how to connect HubSpot Free CRM to PandaDoc in 7 steps, starting with "Log in to your HubSpot account. Click on the Marketplace icon" and finishing with "A notification pops up once the authentication has been successfully accomplished". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to connect HubSpot Free CRM to PandaDoc?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot and PandaDoc. Related guides: Hubspot - Connect to Gmail, Hubspot - Install Mailchimp 1 and Hubspot - connect to Outlook. Last reviewed 05 Oct 2026.
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