Hello,
We are new Sales Pro users and we have a need to extract data from a PDF project form into a Deal. Current state reps are manully entering the data from select fields in the form into old tracking systems, our goal is to automate this process and track and report on these projects (deals) in HubSpot.
Example Fields from the PDF are : Customer name, Registry #, Project Name, Project Address, Bid Amount, etc…
Is there an existing integration we could utilize to automate the project data entry? One other note: we are at the mercy of the manufacturer, so at this point there is no hope of changing the way we recived the form. It will continue to be a n email with attached PDF form…
Thank you!
Hi @JSchmit33! Welcome to the Community-- happy to have you here 
I understand you are working within the limitations of your existing form submission process. The goal would be to process information from a PDF file and convert that into readable data to import to HubSpot.
I want to invite some subject matter experts to see if they have any suggestions.
Hey @ChrisoKlepke, @karstenkoehler, @HubSpot_Corey do you know of any way to convert PDF information to HubSpot properties? Any integrations or ways to turn that PDF data into a readable CSV?
Thanks!
Kennedy
Hello Community!
Checking in to see if you have any ideas…pulled out of Kennedy’s reply excerpt below
I want to invite some subject matter experts to see if they have any suggestions.
Hey @ChrisoKlepke, @karstenkoehler, @HubSpot_Corey do you know of any way to convert PDF information to HubSpot properties? Any integrations or ways to turn that PDF data into a readable CSV?
J
Hi @JSchmit33 ,
Thanks for your question! Here’s a suggestion on how you can process:
If you are okay with moving off of PDFs and onto HubSpot forms, you can create a form in HubSpot. Then either embed the link to the form in the PDF you send, or just simply send the link directly to the contact. When this form is submitted, that data will automatically update deal properties within HubSpot.
The key here is that you replace the PDF with a HubSpot form, making it easier to collect and track the information directly in HubSpot.
An other option If you must continue to use the PDF format, you can find third-party apps that will extract data from PDFs and automatically input it into HubSpot. Some of the apps may require some initial setup or developer support to integrate with HubSpot.
I would say use HubSpot forms, as they seamlessly integrate with the system and make the process much simpler if it is possible to use them. If you can’t and have to continue with using PDFs for the moment, the third-party app will be your best next step.
For your reference, you can explore the following resources:
If this helps, feel free to mark it as the solution 
and give it an upvote 
! Let me know if you have further questions!
