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PDF.co
HubSpot CRM

Connect PDF.co and HubSpot CRM

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

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Create a custom workflow

Integrate PDF.co 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
PDF.co
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

  • Adds password and security to a PDF document.

  • Adds text and images to a PDF document.

  • Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.

  • Optimize PDF document to reduce its size.

  • Creates PDF from a one or more JPEG, PNG or TIFF images.

  • Convert PDF pages to structured CSV, XML, JSON, XLS, XLSX, Plain Text, convert PDF to JPG, PDF to PNG, PDF to TIFF.

  • Convert HTML code to PDF, HTML template to PDF or URL to PDF.

  • Convert documents, spreadsheets, presentations, emails, single images to PDF.

  • Adds form fields to a PDF document.

  • Analyzing text of input document using AI and returns its class (invoice, order, industry etc). Can also use custom rules. Useful for quickly finding where this source document came from.

  • Fills a PDF form.

  • Generates high quality printable and scannable barcodes as images or PDF. Supports QR Code, Code 39, Code 128, Datamatrix, PDF417, UPC, EAN and many others!

  • Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.

  • Checks the status of a PDF.co job by id. Use `Async For Large Docs` mode with PDF processing modules to create an async job first.

  • Performs an arbitrary authorized API call to pdfco.

  • Merges multiple PDF files into one PDF. Also supports doc, docx, rtf, txt, xls, xlsx, csv, jpg, png and zip as input in Advanced mode.

  • Use PDF.co Document Parser, built-in and custom extraction templates to automatically read invoices, reports, orders, statements and other documents with fields and tables.

  • Read barcodes from images, tiff, pdf documents, scanned documents. All popular types of barcodes are supported from Code 39, Code 128 to QR Code, Datamatrix and PDF417. Supports noisy and damaged barcodes, scans, pdf, documents.

  • Removes the password and security from a PDF document.

  • Remove found Text inside PDF

  • Search and replace found Text inside PDF

  • Search text inside PDF and replace with Image

  • Search text inside PDF. Supports scanned PDF as well.

  • Sends an email with attachments.

  • Uploads a file into temporary storage for use with PDF.co.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PDF.co 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 Password and Security into PDF
Adds password and security to a PDF document.
Action
Add Text and Images to a PDF
Adds text and images to a PDF document.
Action
AI Invoice Parser
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Action
Compress and Optimize PDF
Optimize PDF document to reduce its size.
Action
Convert from Images into PDF
Creates PDF from a one or more JPEG, PNG or TIFF images.
Action
Convert from PDF
Convert PDF pages to structured CSV, XML, JSON, XLS, XLSX, Plain Text, convert PDF to JPG, PDF to PNG, PDF to TIFF.
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.