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HubSpot PDF CreateMate Integration
Connect PDF CreateMate with HubSpot
Fully Secure Integration
Scalable & Fast
Support Included
Integrations Built by HubSpot Experts
- 10 years of experience building HubSpot integrations and custom apps
- HubSpot Gold Partner with a lot of certifications
- Security-first integrations
Effortless Document Creation
Integrate PDF CreateMate with HubSpot to effortlessly generate, customize, and distribute PDF documents directly from your HubSpot CRM for seamless document management and enhanced sales and marketing collateral.
Personalized Document Solutions
Leverage PDF CreateMate's customizable templates and dynamic content capabilities to create personalized proposals, contracts, and marketing materials tailored to individual prospects and customers, enhancing engagement and conversion rates.
Automated Document Workflows
Streamline document workflows by automating document creation, approval processes, and distribution tasks through PDF CreateMate, ensuring timely delivery of relevant documents to prospects and customers at every stage of the sales cycle.
Examples of Integration Workflow Triggers and Actions
New Document Created
Triggered when a new document is created in PDF CreateMate, initiating actions in HubSpot such as updating contact records, creating tasks for follow-up, or enrolling contacts in nurturing sequences based on document interactions.
Document Sent or Opened
Activated when a document is sent or opened by a prospect or customer, triggering actions in HubSpot such as updating deal stages, logging document interactions, or sending notifications to sales representatives for follow-up.
Document Approved or Signed
Fires when a document is approved or signed by all parties involved, enabling actions in HubSpot such as updating deal stages, creating tasks for contract execution, or triggering automated workflows for order fulfillment.
High-Value Document Downloaded
Triggered when a high-value document, such as a proposal or contract, is downloaded by a prospect or customer, prompting actions in HubSpot for personalized follow-up, deal advancement, or enrollment in targeted marketing campaigns.
Add Document Details to HubSpot Contact
Adds document details, such as document type, status, and download history, to the corresponding contact record in HubSpot, enriching contact profiles with insights into document interactions and engagement levels.
Create Task for Document Follow-Up
Generates follow-up tasks in HubSpot based on document interactions and engagement metrics, ensuring timely outreach, clarification, and negotiation to move deals forward and close more sales.
Segment Contacts Based on Document Interactions
Segments contacts within HubSpot based on specific document interactions, enabling targeted outreach, personalized follow-up, and tailored content delivery to prospects and customers based on their document preferences and interests.
Update Contact Properties from Document Interactions
Updates contact properties in HubSpot based on document interactions and engagement metrics, facilitating lead scoring, segmentation, and personalized communication based on document engagement levels and interests.
Remove Document Activity from Timeline
Clears document activity records from the contact timeline in HubSpot, maintaining a clean and focused view of prospect and customer interactions, engagement history, and communication logs within the CRM platform.
Create or Update Deal from Document Interaction
Creates or updates deals in HubSpot to track document-related opportunities, contract negotiations, and sales transactions identified through document interactions recorded by PDF CreateMate.
Trusted by hundreds of organizations
WORK WITH US
Effective and Responsive! HubBase worked to understand our goals and designed/developed/tested the website and launched the initial phase in 5 weeks! They are organized and incredibly responsive - most questions and feedback is addressed within 24 hours.
Nick Gustafson
Senior Marketing Manager
Livetech
It’s hard to find a really good HubSpot developer who is quick to respond, readily available, and always willing to tackle demanding projects with aggressive timelines. HubBase is a truly great HubSpot developer partner. They always deliver quality results on time.
Kristen McPeak
Marketing Director
AS Advisors Group LLC
Great Work! Really happy with the team at HubBase. They deliver on time and are super responsive. The team takes time to address all of my questions. I will work with them again on my future web development projects!
Stephane Le Mentec
Marketing Manager
International TEFL Academy
Top-notch & reliable development work. I have thoroughly enjoyed working with HubBase on various HubSpot development projects over the last few years for our agency clients. They are quick to respond, scope projects, and turnaround demanding tasks.
Jenny Nauman
100 Yards
Quick, Quality Dev Work. I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.
Katie Herrmann
Director of Digital Strategy
Profile Plan
We really enjoyed working with HubBase. They were thorough and thoughtful and helped us rebuild flawed code to exponentially increase our page loading time, as well as get us back in Google's good graces.
Amy Levine
Director of Content Marketing
Virsec
“Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.”
Ryan Ondriezek
Associate Creative Director
Amobee
“The Hubbase team is absolutely wonderful! They got our vision without much back and forth and are extremely responsive in helping in any way they can! I can’t wait to continue to work with them :)”
Bridget Cooley
Marketing Specialist
LookingPoint
“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result. I would absolutely hire them again!”
Dillon Jones
Digital Marketing Lead
Dillon Jones, LLC
“We have built a strong working relationship with HubBase. We have worked with them on e-commerce sites utilizing Shopify and HubSpot. They also build custom APIs to build bridges between Shopify, HubSpot, and the client ERP systems.
Carrie Dudley
Director of Client Services
Illumine8
The HubBase team have been extremely helpful in a variety of website projects including the transition to HubSpot Themes and fixing critical core web vital issues. They are knowledgeable and fast acting - a great team who are highly supportive and act as an extension of our own team!
Johanna Azis
Head of US Marketing
Quantilope
Being technically knowledgable is one thing-being an easy-to-work- with team of problem solvers is another. Not often do those things overlap, but they do with HubBase. They have always communicated clearly and been available for clarifying calls and updates.
Brendon Loscar
Co-owner
RADCAT
Our expectations were blown out of the water with the quality of the work. At the start of the project, we never imagined how amazing our website would be. Our customers love it! And it works great on the Hubspot CMS and with our CRM/Marketing pieces."
Vishnu Potini
President
Hale Cosmeceuticals
“Very much enjoyed my experience with HubBase. Our website came out exactly the way we had hoped and we are excited to continue to work with them on building out the property.”
Jason Azocar
Founder & CEO
HubSearch
“HubBase was able to jump right into helping us with our existing HubSpot website and has been a helpful partner in creating new templates and supporting with testing. Glad to have them on board!”
Olivia Paden
Director of Design
Owl Labs
“HubBase is an incredible team. I have used them a few times and they are beyond professional and prompt with their responses and work. I plan on hiring them over and over again. They took our website to another level, and brought new life to it.”
A HubSpot
CMS Client
“HubBase has been our partner for all things HubSpot web development for 4 years. We rely on them as an extension of our team. They deliver projects on time. They also stay on top of HubSpot best practices to ensure our website is scalable and easy to update.”
Lola Feiger
Director of Marketing
ALICE
“We engaged with HubBase as we needed to redesign our website to be cleaner and more up-to-date. They did exactly that — we love the way our website looks and functions in HubSpot. HubBase also provided ongoing support to website edits, as needed.”
Sean Barr
President
LookingPoint
HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign. I highly recommend working with this team.
Tooraj Arvajeh
CEO & Co-Founder
Perl Street
Excellent web design and web banner design sensibilities. Superlative technical and operational knowledge of HubSpot. Will definitely hire Team HubBase again.
Kirk Donnan
Creative Director
DONNAN Creative Strategy
Terrific to work with. They were extremely professional, fast, and responsive. They went above and beyond to work on a short timeline and even spent the weekend to ensure the work was completed in a timely manner. I'd highly recommend the team.
Chris Alto
Founding Member
Vendr
The work is always high-quality. It is very rare to find a team that ALWAYS meets the deadlines, no matter what. When I have a project that requires a tight turnaround, I know I can rely on HubBase to deliver. Look no further if you're looking for a HubSpot partner for the long haul!
Jenny Nauman
100 Yards
The HubBase team is an absolutely delightful partner to work with. I've had the pleasure of working with them on several website development requests now, and each time they've been able to deliver exactly what we've asked for, and have done so quickly.
L'erin Jensen
Content Manager
Pontera
I appreciate how quick HubBase is to respond via Slack and Trello. If you want a team that is well-versed in HubSpot, HubBase is a great partner you can rely on.
Katie Herrmann
Director of Digital Strategy
Profile Plan
HubBase takes a holistic and methodical approach to SEO and understands the role that time and quality of content play in building a strong, consistent brand. They respond to issues quickly and clearly communicate their work, process, and projects.”
Amy Levine
Director of Content Marketing
Virsec
When provided with feedback, HubBase provides solutions usually within 24 hours—we appreciate the efficiency. They have been the perfect partner for us.
Chelsey Heil
Design Manager
MED e-care
Came and met with me in person, which I really appreciated. HubBase worked on a tight timeline with a fast turnaround and created modules that were easy to use. They made themselves available for questions and were highly responsive.
Taylor Garrett
Associate Director of Grants
Sustainable Ocean Alliance
HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign. I highly recommend working with Team HubBase.”
A happy client
From the start, HubBase was responsive to our sense of urgency and we've now engaged them for multiple website rebuilds. They helped us make strategic decisions on how to scale building a library of modules that can be repurposed for other brands. Thank you, HubBase, for your partnership.
Derek Jones
Senior Vice President
Livetech
Got more questions?
Frequently Asked Questions
The integration centralizes document creation, customization, and distribution within HubSpot CRM, enabling sales and marketing teams to create personalized documents, track document interactions, and streamline document workflows for improved productivity and efficiency.
Yes, PDF CreateMate's customizable templates and dynamic content capabilities allow for the creation of personalized proposals, contracts, and marketing materials tailored to individual prospect preferences and customer needs, enhancing engagement and conversion rates.
Automated document workflows streamline document creation, approval processes, and distribution tasks, ensuring timely delivery of relevant documents to prospects and customers at every stage of the sales cycle, reducing manual efforts and accelerating deal closure.
PDF CreateMate can track document creation, sending, opening, approval, signing, and downloading activities, enabling sales and marketing teams to respond promptly, track engagement, and personalize follow-up based on prospect and customer document interactions.
By segmenting contacts based on specific document interactions, organizations can deliver targeted outreach, personalized follow-up, and tailored content delivery to prospects and customers based on their document preferences, interests, and engagement levels.
Absolutely, PDF CreateMate can identify high-value document downloads, approvals, or signings, prompting personalized follow-up, deal advancement, or enrollment in targeted marketing campaigns to nurture leads and close more sales effectively.
Document details, engagement metrics, and download history are automatically added to contact records in HubSpot, providing sales and marketing teams with insights into document interactions, engagement levels, and content preferences for personalized follow-up and engagement.
Yes, HubSpot can generate follow-up tasks, schedule communication, and automate negotiations based on document interactions and engagement metrics recorded by PDF CreateMate, facilitating timely outreach, clarification, and deal closure for increased sales efficiency and effectiveness.
The integration synchronizes document data in real-time between PDF CreateMate and HubSpot, minimizing manual data entry errors, ensuring data consistency, and providing sales and marketing teams with a unified view of prospect and customer interactions, engagement history, and document-related activities.
Yes, HubSpot Deals can be created or updated to track document-related opportunities, contract negotiations, and sales transactions identified through document interactions recorded by PDF CreateMate, enabling organizations to manage sales opportunities effectively and monitor progress towards revenue goals.