HubSpot
PandaDoc
Retell AI

HubSpot + PandaDoc + Retell AI integrations

Automate proposal creation, document signing, deal tracking, contact updates, and voice outreach across HubSpot, PandaDoc, and Retell AI.

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Popular automation
Trigger
Deal stage is changed
in HubSpot
Instant
Actions
Create document
in PandaDoc
Send document
in PandaDoc
Make an outbound call
in Retell AI

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Ready Workflows Ready Workflows   for HubSpot + PandaDoc + Retell AI integration

Trigger proposals when deals move, send contracts on form submissions, follow up on viewed agreements, and trigger welcome calls, all in just one click.

Create and send a PandaDoc proposal from HubSpot when a deal stage changes, then call the client with Retell AI

Deal stage is changed in HubSpot→Create document in PandaDoc→Send document in PandaDoc→Make an outbound call in Retell AI
Generate proposals automatically and alert the decision-maker via voice when a deal progresses in HubSpot.
Moving a deal to the proposal stage often requires manual document drafting and phone follow-ups. This workflow generates and dispatches the agreement in PandaDoc immediately, while Retell AI places an outbound call to notify the client. It removes the delay between sales discussions and contract delivery.
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Send five-figure contracts from HubSpot, trigger an AI call, and create a high-priority task for your sales team

Deal stage is changed in HubSpot→Continue only if deal stage is Contract Sent and deal amount exceeds $10,000→Create document in PandaDoc→Send document in PandaDoc→Make an outbound call in Retell AI→Create task in HubSpot
Ensure high-value enterprise proposals receive immediate automated signatures, AI outreach, and internal task assignment.
Closing high-value accounts requires coordination between software systems and human representatives. This automation filters deals over ten thousand dollars, sends the PandaDoc contract, triggers an introductory voice call, and sets a follow-up task inside HubSpot. Your account executives never miss a crucial high-stakes touchpoint.
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Generate a PandaDoc agreement when a HubSpot form is submitted, and have Retell AI call the lead instantly

Form is submitted in HubSpot→Create contact in PandaDoc→Create document in PandaDoc→Send document in PandaDoc→Make an outbound call in Retell AI
Convert inbound inquiries instantly by dispatching rental or service agreements alongside an immediate AI voice confirmation call.
Inbound leads expect rapid responses and clear documentation. When someone submits your HubSpot form, this automation registers them in PandaDoc, sends the agreement, and initiates an outbound call via Retell AI to confirm receipt. Conversion rates climb when document delivery happens within seconds of inquiry.
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Send a mutual agreement via PandaDoc when a HubSpot meeting is booked, and trigger a Retell AI review call

meeting is created in HubSpot→Create document in PandaDoc→Send document in PandaDoc→Make an outbound call in Retell AI
Deliver pre-meeting contracts automatically and use voice calls to remind participants to review terms before talking.
Discovery meetings often require signed NDAs or terms of service beforehand. Scheduling a meeting in HubSpot triggers this workflow to generate and send the agreement, while Retell AI follows up with a call reminding the client to execute it. It minimizes rescheduling and ensures paperwork is completed before the conversation starts.
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Update HubSpot deal status and start an onboarding call when a PandaDoc document is completed as a PDF

Document completed as PDF in PandaDoc→Search contact by email in HubSpot→Update deal in HubSpot→Make an outbound call in Retell AI
Close deals automatically in HubSpot and trigger instant AI welcome calls the moment a contract is signed.
Manual post-signature updates create friction and delay customer onboarding. Once PandaDoc finishes generating the signed PDF, this automation locates the contact, marks the deal as won in HubSpot, and initiates an AI onboarding call. New clients experience immediate engagement without waiting for administrative reviews.
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Update HubSpot deals, launch an AI onboarding call, and notify Slack when a PandaDoc document is signed

Document completed as PDF in PandaDoc→Search contact by email in HubSpot→Update deal in HubSpot→Make an outbound call in Retell AI→Send message to customer onboarding channel
Keep CRM deal records accurate, trigger customer welcome calls, and alert your implementation team in Slack simultaneously.
Closing a franchise or SaaS contract requires alignment across sales, customer success, and operations. This workflow updates HubSpot, places an automated welcome call to the new client, and posts a notification in Slack. Everyone stays informed while customer-facing onboarding runs on autopilot.
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Call prospects with Retell AI and log notes in HubSpot when PandaDoc proposals remain unsigned after three days

Document status is changed in PandaDoc→Continue only if document status is viewed and days since sent is greater than 3→Make an outbound call in Retell AI→Search deal by name in HubSpot→Add note to deal in HubSpot
Re-engage prospects automatically when proposals are viewed but unsigned, and keep HubSpot audit trails up to date.
Proposals often stall after being viewed. When a PandaDoc document sits unsigned for three days, this automation triggers an AI voice call to answer any remaining questions and logs the touchpoint as a note inside HubSpot. Sales teams recover stalled deals without manually tracking view dates.
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Summarize Retell AI call transcripts with ChatGPT, send a PandaDoc proposal, and create a HubSpot deal

Call event is created in Retell AI→Analyze call transcript to evaluate interest and extract agreed quote specifications→Continue only if prospect requested a formal proposal→Create document in PandaDoc→Send document in PandaDoc→Create deal in HubSpot
Turn unstructured phone conversations into draft contracts and CRM deals using AI transcript analysis.
Voice AI calls generate rich qualification data that usually stays locked in audio files. This setup uses ChatGPT to parse Retell AI call transcripts, extracts pricing requirements, and automatically generates a tailored PandaDoc proposal while creating a deal in HubSpot. Sellers save hours of manual data entry after every discovery call.
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Log Retell AI call notes in HubSpot and create a PandaDoc contact for credentialing packets

Call event is created in Retell AI→Search contact by email in HubSpot→Add note to contact in HubSpot→Create contact in PandaDoc
Transition qualified phone screening candidates into your contracting pipeline by syncing notes and profiles across platforms.
Recruitment and healthcare staffing agencies handle high volumes of phone screenings. When Retell AI completes a screening call, this workflow adds conversation notes to the contact in HubSpot and initializes a profile in PandaDoc. Candidates move smoothly from initial interviews to onboarding paperwork.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Steps to connect HubSpot, PandaDoc and Retell AI

  1. Log in to Integrately
  2. Search and select HubSpot and PandaDoc
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your HubSpot & PandaDoc accounts
  5. Add Retell AI in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done

How the data usually flows between HubSpot, PandaDoc and Retell AI

Watch how prospect details, contract milestones, and voice interactions move effortlessly between your core tools.

HubSpot
HubSpot
When a deal reaches the proposal stage, a form is submitted, or a meeting is booked, the automation captures the contact and company details.
Capture
PandaDoc
PandaDoc
PandaDoc receives the customer information, generates the correct proposal or agreement from your templates, and sends it out for e-signature.
Generate
Retell AI
Retell AI
Retell AI places an automated outbound call to verify receipt, answer initial questions, or remind the prospect to review the terms.
Outreach
HubSpot
HubSpot
Once signed documents are returned, HubSpot deal records update automatically so your team can launch welcome sequences without manual data entry.
Conversion
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between HubSpot, PandaDoc and Retell AI.
HubSpot
PandaDoc
Retell AI
One continuous flow, Zero extra effort.

Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Meeting is created in HubSpot
Triggers the automation when a new meeting is created
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Meeting is updated in HubSpot
Triggers the automation when a new meeting is update
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated or created.
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
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PandaDoc
PandaDoc Triggers & Actions
Instant
Document status is changed in PandaDoc
Triggers the automation when a document status changes
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Instant
Document completed as PDF in PandaDoc
Triggers when aDocument completed as PDF
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Instant
Quote is update in PandaDoc
Triggers when a Quote is updated
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Instant
Template is created in PandaDoc
Triggers when a Template is created
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Instant
Document section is added in PandaDoc
Triggers when a document section is added
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Instant
Document creation is failed in PandaDoc
Triggers when a document creation is failed
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Instant
Document is deleted in PandaDoc
Triggers when a document is delete
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Instant
Document is updated in PandaDoc
Triggers when a document is update
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Instant
Template is updated in PandaDoc
Triggers when a Template is update
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Instant
Template is deleted in PandaDoc
Triggers when a Template is Delete
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Get list contacts in PandaDoc
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Get contact by ID in PandaDoc
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Create contact in PandaDoc
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Update contact in PandaDoc
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Delete contact in PandaDoc
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Get list members in PandaDoc
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Get document by ID in PandaDoc
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Search document in PandaDoc
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Get document status in PandaDoc
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Create document in PandaDoc
Generates a new document
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Send document in PandaDoc
Sends a particular document to a designated recipient
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Retell AI
Retell AI Triggers & Actions
Instant
Call event is created in Retell AI
Triggers automation when a call event is created
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Register phone call in Retell AI
Registers a phone call
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Make an outbound call in Retell AI
Initiates an outbound call
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Search call in Retell AI
Searches call records
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Get call by id in Retell AI
Retrieves call by ID
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Create knowledge base in Retell AI
Creates a new knowledge base
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Add knowledge base source in Retell AI
Adds a source to knowledge base
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Get knowledge base by id in Retell AI
Retrieves knowledge base by ID
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Create phone number in Retell AI
Creates a new phone number
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Import phone number in Retell AI
Imports phone number
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Get phone number in Retell AI
Retrieves phone number
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Create retell LLM in Retell AI
Creates a Retell LLM
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Get retell LLM by ID in Retell AI
Fetches Retell LLM by ID
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Get agent by id in Retell AI
Retrieves agent by ID
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Get voice by id in Retell AI
Fetches voice by ID
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Get concurrency in Retell AI
Retrieves the current concurrency.
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List voices in Retell AI
Lists available voices
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List agents in Retell AI
Lists available agents
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Get agent versions in Retell AI
Fetches agent versions
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List knowledge bases in Retell AI
Lists knowledge bases
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List retell LLMs in Retell AI
Lists Retell LLMs
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List phone numbers in Retell AI
Lists phone numbers
Try it →

Who this setup is for

B2B sales teams
B2B sales teams
High-volume recruitment agencies
High-volume recruitment agencies
Real estate investment firms
Real estate investment firms
Commercial service providers
Commercial service providers
📋 B2B sales teams
You spend hours manually drafting proposals, updating CRM deal stages, and calling prospects to check on agreements. This setup automates document dispatch and voice outreach the moment a deal moves forward.
🎙️ High-volume recruitment agencies
You screen dozens of candidates daily and need to transition qualified applicants into credentialing paperwork. This automation logs screening notes in HubSpot and sets up profiles in PandaDoc instantly.
🔁 Real estate investment firms
You qualify sellers over the phone and need to generate offers rapidly before leads lose interest. This setup turns call data into contracts and pipeline deals without administrative delays.
🗂️ Commercial service providers
You receive inbound quote requests and schedule discovery meetings that require pre-meeting agreements. This workflow handles form capture, agreement delivery, and call reminders automatically.
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Everything this automation handles for you

Everything this automation handles for you
No duplicate contacts
Search existing database records by email before creating new entries, preventing duplicate contacts from cluttering your CRM.
Auto-retry failed steps
If an API request or document generation fails temporarily, the automation can retry the step instead of leaving your workflow half-finished.
Conditional filtering
Route proposals and voice calls only for high-value deals or specific document statuses using built-in logic filters.
Bidirectional updates
Keep CRM deal stages, contact details, and document statuses synchronized across all platforms in real time.

Why choose Integrately to automate HubSpot + PandaDoc + Retell AI

Build and manage your HubSpot + PandaDoc + Retell AI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect HubSpot + PandaDoc + Retell AI with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
Price Comparison with Popular Alternatives
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Prefer to connect just two apps? Explore each combination separately

HubSpot
PandaDoc
HubSpot + PandaDoc
Generate and send contracts automatically when deal stages change in your CRM.
Explore Integrations
PandaDoc
Retell AI
PandaDoc + Retell AI
Trigger automated voice calls when documents are viewed, signed, or delayed.
Explore Integrations
HubSpot
Retell AI
HubSpot + Retell AI
Launch AI voice calls from CRM triggers and log conversation notes back to contacts.
Explore Integrations

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Questions people ask

Can HubSpot deal stage changes automatically generate and send PandaDoc proposals?
Frequently Asked Questions
Yes, Integrately has a ready workflow to create and send a PandaDoc proposal from HubSpot when a deal stage changes. When a deal moves to your target stage, Integrately generates the document and dispatches it for signature.
Does signing a PandaDoc document automatically update deal records in HubSpot?
Frequently Asked Questions
Can Retell AI make an outbound call when a PandaDoc proposal is sent?
Frequently Asked Questions
Can AI analyze Retell AI call transcripts to create PandaDoc proposals?
Frequently Asked Questions
Do I need coding skills to connect HubSpot, PandaDoc and Retell AI?
Frequently Asked Questions
Can I follow up on unsigned PandaDoc proposals after a few days?
Frequently Asked Questions
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