How to Connect PandaDoc and HubSpot from Settings
- George Apostolov
How to Connect PandaDoc and HubSpot from Settings: step-by-step guide
Log in to your PandaDoc account and navigate to 'Settings'.
Select 'Integrations' from the menu.
Locate 'HubSpot' in the list of available integrations and click on it.
Click 'Connect' to begin the integration process.
Select the HubSpot account you want to connect.
Once logged in, select an account.
Once authenticated, select the appropriate account and click 'Connect app' to finalize the integration.
Your PandaDoc and HubSpot accounts are now successfully integrated.
Quick answer: To connect HubSpot, log in to PandaDoc and go to Settings, then Integrations. Locate and select HubSpot, click Connect, choose the correct HubSpot account, authenticate, and select Connect app to finalize the integration.
About this HubSpot tutorial
Integrate your PandaDoc and HubSpot accounts to streamline your workflow by connecting the two platforms directly from settings. This guide shows how to connect PandaDoc and HubSpot from Settings in 8 steps, starting with "Log in to your PandaDoc account and navigate to 'Settings'" and finishing with "Your PandaDoc and HubSpot accounts are now successfully integrated". 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 PandaDoc and HubSpot from Settings?
8 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: Push HubSpot deal updates to a Google Sheets pipeline tracker, Sync Dux-Soup with HubSpot using Zapier and Sync Google Forms data to HubSpot CRM using Zapier. Last reviewed 05 Oct 2026.
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