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DocCrafter
HubSpot CRM

Connect DocCrafter and HubSpot CRM

Explore ready-made DocCrafter and HubSpot CRM templates and start automating in minutes.

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Create a custom workflow

Integrate DocCrafter with HubSpot CRM and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
DocCrafter
Action: Select an action
1. Select a trigger

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action

  • Inserts Text/Images at specific coordinates in a PDF document.

  • Reduce pdf file size and encrypt (Optional).

  • Converts CSV into PDF.

  • Converts an excel file into pdf.

  • Converts HTML into image.

  • Converts HTML into PDF.

  • Converts PDF into JSON (Compatible for Editable PDF with Form).

  • Converts PDF into CSV.

  • Converts PDF to image.

  • Saves a webpage from URL as PDF.

  • Encrypt/Secure a PDF.

  • Extracts text from an image.

  • Extracts text from a PDF.

  • Extracts text from a PDF (Compatible for PDF with Images).

  • Fills a pdf form.

  • Generates barcode in multiple formats.

  • Generates a QR Code.

  • Performs an arbitrary authorized API call.

  • Merges different file formats as pdf. Supported formats: PDF, CSV, XLSX, XLS, PNG, JPG, etc.

  • Reads barcode from an Image.

  • Reads QR Code from an Image.

  • Splits pdf by page index.

  • Splits pdf by text.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between DocCrafter and HubSpot CRM.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Add Text and Images to a PDF
Inserts Text/Images at specific coordinates in a PDF document.
Action
Compress a PDF
Reduce pdf file size and encrypt (Optional).
Action
Convert from CSV to PDF
Converts CSV into PDF.
Action
Convert from Excel to PDF
Converts an excel file into pdf.
Action
Convert from HTML to Image
Converts HTML into image.
Action
Convert HTML to PDF
Converts HTML into PDF.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.