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How to connect HubSpot and PDF.co
Create a New Scenario to Connect HubSpot and PDF.co
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or PDF.co will be your first step. To do this, click "Choose an app," find HubSpot or PDF.co, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the PDF.co Node
Next, click the plus (+) icon on the HubSpot node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
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Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the HubSpot and PDF.co Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and PDF.co Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring HubSpot, PDF.co, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and PDF.co integration works as expected. Depending on your setup, data should flow between HubSpot and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and PDF.co
HubSpot + PDF.co + Google Drive: When a new contact is created in HubSpot, a PDF is generated using PDF.co based on the contact data, and then saved to a specific folder in Google Drive.
PDF.co + HubSpot + Slack: When a file is changed in Google Drive, PDF.co parses data from the PDF, HubSpot updates the associated contact based on parsed data, and then a Slack notification is sent to a specified channel about the update.
HubSpot and PDF.co integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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FAQ HubSpot and PDF.co
How can I connect my HubSpot account to PDF.co using Latenode?
To connect your HubSpot account to PDF.co on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate personalized PDF reports from HubSpot data?
Yes, you can! Latenode enables dynamic PDF generation using HubSpot data. Create custom reports, invoices, or documents based on contact properties. Enhance personalization and automate your workflows.
What types of tasks can I perform by integrating HubSpot with PDF.co?
Integrating HubSpot with PDF.co allows you to perform various tasks, including:
- Automatically generating PDF invoices when a deal reaches a specific stage.
- Creating personalized marketing brochures from HubSpot contact data.
- Parsing data from PDF forms submitted via HubSpot forms.
- Generating secured PDF documents with watermarks based on deal properties.
- Updating HubSpot contacts with data extracted from processed PDFs.
How do I trigger workflows based on HubSpot events in Latenode?
You can trigger workflows using HubSpot triggers like new contact or updated deal. Use Latenode's visual editor to design the automation flow.
Are there any limitations to the HubSpot and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF templates may require advanced PDF.co knowledge.
- HubSpot API usage is subject to HubSpot's rate limits.
- Large-scale PDF processing can consume significant PDF.co credits.
