APIs & Integrations

GregJukes
Member

Hubspot Form Submission generates PDF

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?

 

11 Replies 11
Denis
Contributor | Partner
Contributor | Partner

Hubspot Form Submission generates PDF

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.

0 Upvotes
UpAndSocial
Participant

Hubspot Form Submission generates PDF

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.

0 Upvotes
RebeccaF
Participant | Diamond Partner
Participant | Diamond Partner

Hubspot Form Submission generates PDF

Hey, 

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

 

0 Upvotes
dennisedson
HubSpot Product Team
HubSpot Product Team

Hubspot Form Submission generates PDF

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
NBegley
Participant

Hubspot Form Submission generates PDF

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

0 Upvotes
Damien
Contributor | Diamond Partner
Contributor | Diamond Partner

Hubspot Form Submission generates PDF

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
MFordyce
Member

Hubspot Form Submission generates PDF

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

 

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

0 Upvotes
Timohoh
Participant

Hubspot Form Submission generates PDF

+1

0 Upvotes
WendyGoh
HubSpot Employee
HubSpot Employee

Hubspot Form Submission generates PDF

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

Hubspot Form Submission generates PDF

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
HubSpot Employee

Hubspot Form Submission generates PDF

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