Hubspot Form Submission generates PDF

[GregJukes]

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?

[Bhulburt]

has anyone come up with a workable solutions to this? 

[Denis]

Hey @GregJukes   - 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.

[UpAndSocial]

Hey Greg,

We recently ran into the same issue for a client. We built them a ZAP combining Hubspot, Google Sheets & PDF Monkey. You could do it with just Hubspot and PDF Monkey but they want to collect all the info in Google sheets as well.

[RebeccaF]

Hey, 

how did you manage that the generate PDF transferres back to Hubspot? 

[dennisedson]

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.

[NBegley]

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

[Damien]

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?

[MFordyce]

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

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

[Timohoh]

+1

[WendyGoh]

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.

[AmandaJoybyte]

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

[WendyGoh]

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.