Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
PDF Vector
HubSpot CRM

Connect PDF Vector and HubSpot CRM

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

Get started free

Create a custom workflow

Integrate PDF Vector 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 Vector
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

  • Asks a question about a bank statement and returns an AI-powered answer. Optimized for financial data analysis.

  • Asks a question about a document and returns an AI-powered answer based on the document content.

  • Asks a question about a passport, driver's license, or ID card and returns an AI-powered answer.

  • Asks a question about an invoice and returns an AI-powered answer. Optimized for financial document analysis.

  • Extracts structured data from a bank statement using a JSON Schema definition. Optimized for transactions, balances, and account details.

  • Extracts structured data from a document using a JSON Schema definition. Returns data matching your schema.

  • Extracts structured data from a passport, driver's license, or ID card using a JSON Schema definition.

  • Extracts structured data from an invoice using a JSON Schema definition. Optimized for financial fields like amounts, dates, and line items.

  • Finds relevant academic citations for a text paragraph by semantic similarity. Each sentence is matched with relevant publications.

  • Retrieves specific academic publications by their DOI, ArXiv ID, PubMed ID, or other identifiers. Supports batch fetching up to 100 publications.

  • Performs an arbitrary authorized API call.

  • Parses a bank statement and extracts its content as structured markdown text. Optimized for financial statement layouts.

  • Parses a PDF, Word, Excel, CSV, or image document and extracts its content as structured markdown text.

  • Extracts Markdown content and metadata from a public academic paper identified by DOI, arXiv ID, PubMed ID, Semantic Scholar ID, or URL.

  • Parses a passport, driver's license, or national ID card and extracts its content as structured markdown text.

  • Parses an invoice document and extracts its content as structured markdown text with high accuracy for financial data.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PDF Vector 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
Ask about a bank statement
Asks a question about a bank statement and returns an AI-powered answer. Optimized for financial data analysis.
Action
Ask about a document
Asks a question about a document and returns an AI-powered answer based on the document content.
Action
Ask about an identity document
Asks a question about a passport, driver's license, or ID card and returns an AI-powered answer.
Action
Ask about an invoice
Asks a question about an invoice and returns an AI-powered answer. Optimized for financial document analysis.
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Load more

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.