Introduction:
Automating document workflows is a game-changer for businesses that rely on form submissions and CRM data. With the PDF Maker app, you can now generate custom PDFs automatically from Google Forms and sync them directly with your HubSpot CRM. Whether you're sending proposals, contracts, or invoices—this integration helps you save time and reduce manual errors. In this guide, we'll walk you through the steps to connect PDF Maker with HubSpot and automate your PDF generation.
1. In PDF Maker, Click on Create New Template
2. Click on DataSource
3. Select HubSpot
4. Click on Connect HubSpot to connect your HubSpot account with Pdf maker
5. Click on Choose Account
6. Click on Next
7. In Source Settings Click on Select Type dropdown,Here you can select the type of template you want
8. you can select between Deals or Contacts Object types.
9. If you want your final pdf in HubSpot to be shown with specific field values Click on Custom PDF Name.
10. Here you can select the field.
11. Click on Next
12. In Other settings select the formatting of fields i.e. how you want your fields to be shown.
13. Click on Next
14. In the editor, these are the fields to be used in your document
15. If you can't find the field you're looking for in the list, simply click on Settings Icon in HubSpot Fields to manage and customize your fields.
16. Here you can select or deselect the fields acc to your document needs
17. Select the field you want
18. Click on Save
19. Now that field would be added to the list you can copy your field
20. And paste it to your document and format using google doc.
21. Save the document
22. To preview the pdf you can select the eye icon on the top right corner of the window.
23. Select a particular Deal
24. Click on Preview
25. The pdf is generated.
26. Click on the button to PDF in full-screen
27. Now, navigate to your HubSpot Dashboard and open any deal or contact. You’ll find the CRM card for PDF Maker. Click on "Actions" to proceed.
28. Click on Actions
29. Select a template from your PDF Maker dashboard. Please note, if the template is of the "Deal" type, it will only be available in the deal record.
30. A "PDF Generation in Progress" popup will appear, indicating that your PDF is being generated. Please wait a few minutes, then refresh the page.
31. Once the PDF is generated, you can view the output by clicking on the "PDF Output" link, which will take you to the final PDF.
32. In your pdf maker dashbaord you can click on action of the templa
33. Click on Run History
34. You can also find your PDF here and download it directly from this location.
FAQs:
1. What do I need to start automating PDFs through HubSpot?
You’ll need a HubSpot account, a Google Form connected to PDF Maker, and access to the HubSpot automation features in your PDF Maker dashboard.
2. Can I map HubSpot fields directly into my PDF templates?
Yes! You can map HubSpot CRM properties like contact name, company, and more directly into your custom PDF templates.
3. Is it possible to send the generated PDFs to contacts in HubSpot?
Absolutely. Once a PDF is created, it can be emailed automatically to the contact or stored in their HubSpot timeline using workflows.
4. What kind of documents can I automate with this setup?
You can automate invoices, contracts, onboarding forms, NDAs, or any custom document created using PDF Maker.
5. Do I need coding skills to set this up?
Not at all. The integration process is no-code and beginner-friendly—designed for business owners, marketers, and admins.
Conclusion:
Integrating HubSpot with PDF Maker transforms the way you manage and generate documents. With just a few clicks, you can ensure every form submission creates a professional PDF, stored and organized in your CRM. It’s automation made easy—so you can focus more on growth and less on paperwork.