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PDF4me Excel
HubSpot CRM

Connect PDF4me Excel and HubSpot CRM

Explore ready-made PDF4me Excel and HubSpot CRM templates and start automating in minutes.

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Create a custom workflow

Integrate PDF4me Excel 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
PDF4me Excel
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

  • Performs a Excel API call to the PDF4me service, allowing you to access any PDF4me endpoint that is not covered by the standard modules. Use this module to send requests, pass parameters, and receive responses directly from the PDF4me API.

  • Parses CSV files and converts them to JSON format with customizable delimiters.

  • Add customizable text headers and footers to Excel worksheets with full formatting control

  • Inserts a watermark into an Excel worksheet.

  • Add image-based headers and footers to Excel worksheets with precise positioning and margin control

  • Inserts new rows into Excel worksheets using JSON data with automatic data type conversion and formatting.

  • Remove watermarks from Excel worksheets by ID or from all worksheets

  • Delete specific rows from Excel worksheets using row ranges

  • Deletes specific worksheets from Excel workbooks.

  • Extracts rows from an Excel worksheet.

  • Extracts specific worksheets from Excel workbooks.

  • Finds and replaces text in Excel worksheets with advanced pattern matching and formatting options.

  • Merges multiple Excel files into a single workbook with support for various output formats.

  • Merges rows across multiple worksheets using key columns for data consolidation.

  • Populate an Excel file using JSON data and template mapping.

  • Remove a Header and Footer from Excel

  • Adds password protection and security restrictions to Excel files.

  • Split an Excel workbook into individual Excel files by worksheet

  • Removes password protection and security restrictions from Excel files.

  • Updates existing rows in Excel worksheets with JSON data.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PDF4me Excel 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
Call the PDF4me Excel API
Performs a Excel API call to the PDF4me service, allowing you to access any PDF4me endpoint that is not covered by the standard modules. Use this module to send requests, pass parameters, and receive responses directly from the PDF4me API.
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
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
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.