We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).
May 11, 2021 11:03 AM
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.
Solved! Go to Solution.
May 11, 2021 11:54 AM
Hi @mattpulleypa,
I'm not aware of any app but this could probably be achieved with HubSpot's Zapier integration, sending information about specific contacts into a Google Doc.
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 |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Aug 5, 2022 3:04 PM
Hey @mattpulleypa - 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.
May 11, 2021 11:54 AM
Hi @mattpulleypa,
I'm not aware of any app but this could probably be achieved with HubSpot's Zapier integration, sending information about specific contacts into a Google Doc.
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 |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |