topic Re: Generating PDF from contact & its properties in APIs & Integrations

Generating PDF from contact & its properties

aeto — Sat, 21 Mar 2020 22:43:29 GMT

Hello,

I like to print PDF file from contact/company information.

It is possible to do it directly in Hubspot through API? I mean create button in contact: PRINT

And also I need it to do as bulk, select contacts and then PRINT

Or use automate.io?

Thank you

Re: Generating PDF from contact & its properties

WendyGoh — Mon, 23 Mar 2020 01:41:58 GMT

Hey @aeto,

Just to clarify, do you mean you'd like to export the contact and conpany record timeline? If so, while there isn't a way to implement a simple `PRINT` button, you can use the Get all contacts API or Get all companies API to retrieve all the contacts/companies and use the Engagements API to associate the relevant engagements to the contact/company record.

Re: Generating PDF from contact & its properties

aeto — Mon, 23 Mar 2020 08:19:03 GMT

Hello,

thank you for respond.

To clarify, what I exactly need I describe client needs.

Imagine situation: I like to select some customers or companies in Hubspot and then prepare PDF files. So exporting them and uploading them somewhere is not comfortable.

So, it is some way to do it?

If not, may be there is way through properties. The select property Printing to: Print agreement #1 and then through pipeline or automation to send it to my script somewhere where I can prepare PDF and send it by email ...

I will appreciate any most comfortable way how to do it.

Re: Generating PDF from contact & its properties

WendyGoh — Tue, 24 Mar 2020 01:18:42 GMT

Hey @aeto,

When looking to export contacts/companies within HubSpot, currently we support only - CSV, XLS, XLSX (Export contacts, companies, deals or tickets).

That said, if your team is comfortable working with HubSpot APIs, one workaround could be:

1. Retrieve all HubSpot contacts using the Get all contacts | Contacts API

2. On your server, you can build a function to convert the JSON response to PDF and here's some resources:

Re: Generating PDF from contact & its properties

aeto — Tue, 24 Mar 2020 08:35:50 GMT

Yes, this looks promising. Create PDF from JSON is no problem for me.

So last thing 🙂

How to achive this:

I will check selected contacts
Then press buton which fires mentioned HS API

Re: Generating PDF from contact & its properties

WendyGoh — Wed, 25 Mar 2020 00:48:33 GMT

Hey @aeto,

While it is currently not possible to check selected contacts > Press a button to trigger HubSpot endpoints in-app. You can create a contact list in-app to pull the contacts that you'd like and use the Get contacts in a list endpoint to retrieve contacts on a particular list.

Re: Generating PDF from contact & its properties

aeto — Wed, 25 Mar 2020 09:19:40 GMT

OK, I will try to figure it out that way. Thank you.

Re: Generating PDF from contact & its properties

Espe — Thu, 11 Feb 2021 09:33:07 GMT

I have the same need, and so I have some doc templates that I would to make available for my users and then when a user is in a company or contact, he can generate the doc based on company/contact properties.

Re: Generating PDF from contact & its properties

Denis — Fri, 05 Aug 2022 19:06:11 GMT

Hey @aeto - I've created a tool that generates a personalized PDF from contact record.

Here is a quick demo:

https://www.depositfix.com/pdf-generator

Let me know if you'd like to try this.

Re: Generating PDF from contact & its properties

HTVA — Sat, 04 Feb 2023 04:20:49 GMT

Hey, Tried this tool and it looks it only works with the default contact object. Any luck to make it work with any custom object inside the CRM?

Re: Generating PDF from contact & its properties

Denis — Sat, 04 Feb 2023 11:37:59 GMT

Other objects are not supported yet. Are you looking for e.g. deal, company or completely custom objects?

Re: Generating PDF from contact & its properties

HTVA — Sat, 04 Feb 2023 15:35:31 GMT

Complete custom objects is what I'm going after. but any of those wouldn't hurt. There's a way to work this around with zapier but I always try to reduce the amount of tools involved in solving a task. Having it diretly inside hubspot would be much less prone to failure I think.

Re: Generating PDF from contact & its properties

Denis — Sun, 05 Feb 2023 14:50:47 GMT

We've added the custom objects to the roadmap, however cannot privide any timelines right now.

Re: Generating PDF from contact & its properties

rjchauhan_ — Thu, 24 Aug 2023 06:17:39 GMT

Hi there,

I noticed that you’re interested in Generating personalized PDFs for HubSpot contacts, and I wanted to suggest trying out “PDF CreateMate”. Our tool is designed to help generate personalized PDFs for HubSpot contacts using custom templates.

If you’re interested in giving our tool a try, we offer a free trial and demo, so you can test it out and see how it works for you. Let me know if you have any questions or would like more information!

Cheers, Raviraj

Re: Generating PDF from contact & its properties

rjchauhan_ — Wed, 19 Apr 2023 08:38:49 GMT

Hi there,

Cheers, Raviraj

Re: Generating PDF from contact & its properties

JTolley — Fri, 29 Nov 2024 05:58:33 GMT

I've add a way to generate basic PDFs in workflows to my Daeda Notes app.

There's a free tier - it might come in handy?

Re: Generating PDF from contact & its properties

iamtomgray — Mon, 03 Nov 2025 12:49:48 GMT

Hi @aeto,

Nice to meet you!

We have an app for HubSpot called Portant which can generate PDFs from a Contact or Company record (and any of their properties).

You can create a document directly from the record using the Portant CRM card, or automate document creation in bulk by triggering a Portant action from a HubSpot Workflow (so you can bulk-generate PDFs by enrolling many contacts/companies or setting a property via a bulk edit/list enrollment).

Portant can also attach PDF outputs to the HubSpot record and save document details into custom properties.

For example, you can:

source and use any data connected to your HubSpot Contact or Company (custom properties and associated objects included).
create documents manually from a record (single) or automatically via HubSpot Workflows for bulk generation.
save PDF outputs to the HubSpot Attachments section and store document links/details in custom properties so you can trigger further automations.

Helpful docs to get you started:

If you want a hand setting up a workflow to bulk-print contacts/companies, feel free to email me tom@portant.co and we can set up a call.

Cheers,
Tom

Marketing @ Portant

Portant App for HubSpot:

https://ecosystem.hubspot.com/marketplace/apps/portant-hubspot-google-docs-integration