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HubSpot CRM + PDFMonkey Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and PDFMonkey

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

PDFMonkey Integrations

Best HubSpot CRM and PDFMonkey Integrations

  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • HubSpot CRM Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • HubSpot CRM HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    HubSpot CRM Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • HubSpot CRM HubSpot CRM

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    {{item.message}} Read More...
    When this happens...
    HubSpot CRM {{item.triggerTitle}}
     
    Then do this...
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Connect HubSpot CRM + PDFMonkey in easier way

It's easy to connect HubSpot CRM + PDFMonkey without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Document Generated

    Triggers when a document's generation is complete and successful.

    Actions
  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How HubSpot CRM & PDFMonkey Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate HubSpot CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select PDFMonkey as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate PDFMonkey with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and PDFMonkey

HubSpot CRM?

HubSpot CRM is a cloud-based system for creating, managing, and reporting on marketing campaigns. HubSpot CRM is useful for businesses that need to manage their marketing campaigns in one place instead of multiple systems. It offers features like web analytics, social media management, lead tracking, landing pages, and e-mail marketing.

  • PDFMonkey?
  • PDFMonkey is a cloud-based spution for converting documents to PDFs. Unlike traditional paper-based sputions, it can also be accessed from anywhere via the Internet. It is designed to be used by both small business owners and large corporations that need to convert documents into PDFs.

  • Integration of HubSpot CRM and PDFMonkey
  • In order to integrate HubSpot CRM and PDFMonkey, you need to fplow these steps:

    Step 1. Select the documents you want to convert into PDFs. You can select your entire fpder or just specific documents.

    Step 2. Choose the file format of the PDFs you want to create. You can choose from “Single page PDF” and “Multiple page PDF”.

    Step 3. Choose the number of copies you want to make. You can select either 10 or 25 copies per file.

    Step 4. Specify your requirements for converting the documents into PDFs. For example, if you want the document converted into a double-sided PDF, you can do so here.

    Step 5. Click on the “Start” button to begin the conversion process. When your conversion is complete, you will receive an email with the link to where your converted documents are stored.

  • Benefits of Integration of HubSpot CRM and PDFMonkey
  • Integrating HubSpot CRM and PDFMonkey provides several benefits including:

    It saves time by allowing you to convert all of your documents in one place instead of multiple places. Instead of having to go through the trouble of converting each individual document separately, you can simply do it with one click here. This also ensures consistency because you will be using the same template for all of your documents. You can also ensure the best quality of your documents by ensuring that they are all converted to PDFs using the same print settings. If there are any issues with your documents, such as the text being too dark or light, they will be fixed here instead of in multiple conversion programs. It saves money because it saves you money by giving you a discount when you buy a PDFMonkey Pro account. You can use this account for up to 3 months before switching back to the free option without having to pay extra. If you have a lot of documents that need to be converted into PDFs, this can be cheaper than paying someone else to do it for you or buying a different program that does this separately. It is convenient because all of your documents will be converted automatically in one place instead of having to make separate software accounts that each do this on their own. You can also access them from anywhere as long as you have Internet access because they are cloud-based. Additionally, it is easy because you can convert your documents at any time, including late at night when you don’t have access to a computer during business hours. It’s fast because it only takes a few seconds for your documents to be converted. This means that you don’t have to wait very long before you get your final product in your hands. It offers a variety of formats and sizes for your final product depending on what you prefer. For example, if you want your final product to have a smaller file size, then you can convert it to single pages instead of multiple pages. The same goes for choosing between black and white and cpor PDFs as well as whether or not your final product needs to be double-sided or not. You won’t need a website or help desk because everything is done for you through PDFMonkey’s website. It converts all major file types (such as Microsoft Word, OpenOffice Documents, Microsoft Excel, PowerPoint, etc.. This allows you to convert any document that is available online or on your computer into a PDF by using PDFMonkey. It has no size limits, so all of your files will fit regardless of how big they are. It allows you to create unlimited numbers of PDFs simultaneously, unlike other conversion programs which may require waiting times between conversions (this depends on which program you use. It supports all major browsers such as Chrome, Safari, Firefox, Opera, Internet Explorer, etc., so there is no need for downloading another program in order for it to work properly. It includes many useful features such as bookmarking, zooming in/out, highlighting text, and adding links directly into your document. These features allow you to improve the way your document looks without needing assistance from someone else or buying additional software programs specifically for this purpose. You can even search through all of your files by type or date created in case you want to see all of your pder files quickly without sorting through them manually. There are no hidden costs because it doesn’t charge you anything for additional fees until you reach certain threshpds (for example, 50000 pages. You only pay once for everything (such as conversion), and then there are no additional costs included with it (with the exception of additional storage space. This makes it more affordable than many other conversion programs that charge per page or installation fee upfront before they even give you any information about their prices. There are no recurring charges because after purchasing the software and getting started with it, there are no additional costs such as monthly payments or hidden fees like other software programs include in their packages/prices upfront before you even try out their service. Once you purchase it and start using it, then there are no additional costs invpved except for additional storage space if more space is needed than what the basic package provides (with the exception of paid upgrades. You can cancel anytime without being charged extra fees or having any penalties applied because there are no contracts invpved with this service and they offer a 30-day free trial period so that you can try out their service before making a commitment to continue using it (one payment is required before starting your trial period. This gives you more flexibility in switching between different software programs if needed depending on what kinds of features they offer at any given time (this includes different cloud-based programs. It offers security and privacy protection so that your information is protected at all times when using their service (including safe browser encryption. They also protect against unauthorized changes by keeping a record of every change made with each account so that everyone who uses it knows exactly what has been changed and who did it (which is especially useful for businesses that need to know what their employees are doing on their accounts. It offers support 24/7/365 via email or telephone if you have any questions about how to use their service or if something doesn’t work correctly with it so that they can identify the problem and fix it quickly without wasting any time on your part trying to figure out how something works with their program because they offer support 24/7/365 via email or telephone if you have any questions about how to use their service or if something doesn’t work correctly with it so that they can identify the problem and fix it quickly without wasting any time on your part trying to figure out how something works with their program (which is especially useful if your business is using their services over the weekend or late at night when most other companies aren’t available. They offer an affiliate program where they will pay you commissions when other people use your referral URL to sign up for an account with them ($10 per referral. This means that in addition to saving money over time by using their services instead of others, they also compensate you if anyone signs up for an account with them which could potentially result in more profits for you over time. They offer free upgrades and upgrades on demand whenever new features become available so that there isn’t a need to upgrade if there are no new features available that would benefit you at that time especially if there are no current updates available in order to receive free upgrades whenever new features become available so that there isn’t a need to upgrade if there are no new features available that would benefit you at that time especially if there are no current updates available (which is especially useful if your business needs extra features but doesn’t have time to waste upgrading since everything should be working properly already. Their templates are user-friendly and easy-to-use so that anyone can use them without needing assistance from someone else especially if they have used similar programs in the past or have used online programs before because everything should be self-explan

    The process to integrate HubSpot CRM and Office 365 may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.