Hubspot Form Submission generates PDF

GregJukes
Member

Hello.

 

We are a digital marketing agency. We have a client onboarding form that needs to be accessed from multiple people in the organization.

 

I have a HubSpot form that is sent to the client for their onboarding.

After they fill out the form, I would like to have it automatically saved as a .pdf under the company attachments. 

 

I have tried playing around with Zapier using different integrations, I just can't seem to get the desired outcome.

 

Thoughts?

 

8 Replies 8
WendyGoh
HubSpot Employee

Hi @GregJukes,

 

I hope all is well with you 🙂 

 

Currently, there isn't a way to to automatically saved form submission as pdf under the companies record attachments card. 

 

That said, while it is manual, the best way here is for your team to export form submissions and share it to the people in your organization accordingly.

 

 

0 Upvotes
AmandaJoybyte
Member

Hello! We're having this same issue and wanted to check in to see if there has been any updates to this since 2019. 

0 Upvotes
WendyGoh
HubSpot Employee

Hey @AmandaJoybyte,

 

At the moment, the expected behavior is the same as before. While we do not have a way to save form submission as a .pdf file as object (i.e. contacts, company) attachement, the best way is to use the export form submissions approach if you'd like to share form submission with people in your organization.

0 Upvotes
Timohoh
Participant

+1

0 Upvotes
MFordyce
Member

Any updates @WendyGoh ? We also need this feature please! 🙂 

 

Completed forms saved as a PDF document that we can serve to stakeholders.  

0 Upvotes
Damien
Contributor | Gold Partner

We are also wanting this functionality for our client. There are 6 forms that their customers fill in as part of a multi step application. We want to save the output of all 6 forms into a PDF and send it to a HubSpot user. Are there any third party tools that might be able to do this?

0 Upvotes
NBegley
Participant

Hi @WendyGoh - we're interested to have this feature as well, please.

0 Upvotes
dennisedson
Community Manager

Someone should create an idea for this.  It is more likely to be seen by the product team there.

Bring the link back here so people who stumble upon this can go there and upvote.

Thanks,

Dennis


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0 Upvotes