APIs & Integrations

RebeccaF
参加者 | Elite Partner
参加者 | Elite Partner

Generate dynamic PDF and send it to customer

Hello, 

 

so we like to generate a indivual offer based on a form submission in Hubspot. I managed to connetct pdf monkey and hubspot via zapier but like this i just have the generated pdf. They will not be send to the respective customer automatically. Any ideas how to solve that problem?

 

Thanks,

Rebecca

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Theo3
参加者

Generate dynamic PDF and send it to customer

really odd that such a basic requirement is not native. 

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Denis
投稿者 | Solutions Partner
投稿者 | Solutions Partner

Generate dynamic PDF and send it to customer

Hey @RebeccaF  - We'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.

C-edu
メンバー

Generate dynamic PDF and send it to customer

Hi, 

is it possible to create the pdf from a form? 

 

Because i have created a specific form on hubspot that i need my clients to fill. Once they fill the form i need to generate a dynamic PDF that i can send to the customers. 

 

I did look at the video but they start form a landing page.

Can i do the same from a form? 

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Jaycee_Lewis
コミュニティーマネージャー
コミュニティーマネージャー

Generate dynamic PDF and send it to customer

Thanks for sharing, @Denis!

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Jaycee Lewis

Developer Community Manager

Community | HubSpot

Jaycee_Lewis
コミュニティーマネージャー
コミュニティーマネージャー

Generate dynamic PDF and send it to customer

Hi, @RebeccaF 👋 Thanks for reaching out. Can you tell us more about how you want the email to be sent? There is not a native way to do this with the Workflow or Sequence tool. Let's see if the community has any additional thoughts — hey @Kevin-C, do you have any thoughts on low-code solutions here? 

 

Thank you! — Jaycee

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Jaycee Lewis

Developer Community Manager

Community | HubSpot

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