Wanting to know if there is an app that would allow me to convert an individual contact record to a PDF? Including all of the contact properties under the "About this Contact" section on the left side of the contact record. I'd like to be able to convert that record and all of the data to a PDF and email it to someone if that makes sense.
If you have access to workflows, you could also consider automated emails including all the information about a contact (using personalization tokens).
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
If you have access to workflows, you could also consider automated emails including all the information about a contact (using personalization tokens).
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer