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.
Apr 19, 20234:37 AM - edited Aug 24, 20232:17 AM
Participant | Diamond Partner
Generating PDF from contact & its properties
SOLVE
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!
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!
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.
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.
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.
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.
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.