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PDF4me
HubSpot CRM

Connect PDF4me and HubSpot CRM

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

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Create a custom workflow

Integrate PDF4me 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
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

  • Add attachments to PDF document

  • Add barcode to your PDF.

  • Add a form field to a PDF document

  • Add html content to header/footer to the PDF document

  • Create an image Stamp on PDF

  • Adds margins to your PDF file

  • Add Page number to PDF

  • Create a protected PDF with a password.

  • Create a stamp on PDF.

  • Transform how you handle business documents with advanced AI built on your own templates. Classify and extract JSON, then pick a ready-made analyzer or custom template for invoices, receipts, contracts, purchase orders, and forms.

  • This action collects and returns detailed information about the provided invoice file.

  • This action collects and returns detailed information about the provided contract file.

  • This action collects and returns detailed information about the provided health card file.

  • Deprecated : This action collects and returns detailed information about the provided invoice file.

  • Collects and returns detailed information from the provided order file.

  • Finding the category of a document based on its content

  • Compress an Image

  • Performs compression on the PDF file.

  • Convert HTML file to a PDF document.

  • Convert Image Format

  • Convert Json To Excel

  • Convert your markdown file to PDF

  • Convert any text files, documents, images, excel, and presentation to PDF.

  • Create PDF files from Webpage specified using URL

  • Convert Visio

  • Convert a word document to Pdf form

  • Create ZUGFeRD e-invoices by embedding XML invoice data into PDF/A-3 files, generating hybrid PDF/XML invoices compliant with ZUGFeRD, validating structured invoice data, generating machine-readable and human-readable invoices, and creating compliant e-invoicing documents for Germany and EU regulations

  • Deprecated Creates a ZUGFeRD e-invoice by embedding XML invoice data into a PDF or generating standalone XML

  • Create Barcode from Text

  • Creates the images of a specific PDF page.

  • Create Images from PDF

  • Converts PDF documents to the PDF/A format for long-term archiving

  • Create Swiss QR-bill in PDF for payments and invoicing. Generate Swiss QR code bills, add QR invoice payment sections to PDFs, create QR bills with IBAN or QR-IBAN, generate Swiss payment slips with QR codes, and create compliant Swiss QR invoices for banking and payments.

  • Deprecated Create the Swiss QR bill payment part with your PDF document.

  • Crop an Image

  • Delete pages from the PDF documents to form a new PDF

  • Delete pages from the PDF documents to form a new PDF.

  • Digitally sign a PDF document

  • Disable Track Changes In Word

  • Enable Track Changes In Word

  • Extract attachments from the PDF document

  • Extract pages

  • Extract pages from a PDF to form a new PDF.

  • Extract form data from PDF document

  • Extract images and text from PDF document.

  • Extract texts from a PDF document using regular expression

  • Extract Text from Word

  • Fill a PDF Form

  • Find and Replace text from pdf document

  • Convert fillable PDFs read-only.

  • Flip an Image

  • Generate a single document from the template

  • Dynamic document generation from Microsoft Word or HTML templates

  • Generate multiple documents from the template

  • EPC QR Code generator allows you to create a QR Code that can be used to initiate SEPA credit transfer (SCT).

  • Get PDF Document Information

  • Get Tracked Changes in Word

  • The 'Image - Add Image Watermark' action overlays the specified image onto the provided image

  • Add a customizable text watermark to your images to protect your content or brand your visuals

  • The 'Image - Extract Metadata' action retrieves detailed information from the provided image file, including format, dimensions, EXIF data, and more

  • Perform OCR on the image provided and return the extracted text

  • Reads the Barcode data from image file provided.

  • Rotates the image provided to configuration specified

  • This action rotates 'JPG' image file by the EXIF tags contained.

  • Optimize PDF for easy web viewing

  • Merge 2 PDF files

  • Combine multiple PDF files into a single PDF.

  • Merge two PDF documents one over the other as Overlay.

  • Parse documents and extract information/data

  • Create hyperlinks in PDF based on page number and URL

  • Deletes hyperlinks from PDF based on Page number

  • Extracts hyperlinks from the PDF based on page number.

  • Highlight selected text in a PDF document

  • Saves metadata in a PDF document.

  • This action enables the ability to search for and modify hyperlinks within a PDF document. It supports updating the hyperlink text and URL independently

  • Creates searchable PDF

  • Convert PDF to excel.

  • Transform your PDF to editable PPT Presentations

  • Convert PDF to word.

  • Resizes the pages within a PDF document or adds margins and padding according to the specified configuration.

  • Prepare pdf for printing with custom page size

  • Read Barcode from PDF

  • Read-out billing data from SwissQR Bill

  • Remove EXIF tags from Image

  • Removes password protection from a PDF file.

  • Repairs or recover your broken PDF document

  • Replace text with image in PDF document

  • Resize an Image

  • Rotate a specific page of a PDF document

  • Rotate the pages in PDF.

  • Sends a document for signing using Basic Signature

  • Send Document to PDF4me-Workflow

  • Add sign to your PDF document

  • Split the PDF document by barcode types and filters.

  • Split the PDF document by Swiss QR Code

  • Split the PDF by page number

  • Split PDF by searching text in PDF

  • Validates a PDF document for PDF/A conformance and returns validation details.

  • Find text in the Word document provided and replaces with the image provided

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PDF4me and HubSpot CRM.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Attachment to PDF
Add attachments to PDF document
Action
Add Barcode to PDF
Add barcode to your PDF.
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 Form Field to PDF
Add a form field to a PDF document
Action
Add Html Header Footer to PDF
Add html content to header/footer to the PDF document
Action
Add Image Watermark to PDF
Create an image Stamp on PDF
Action
Add Margin to PDF
Adds margins to your PDF file
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
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.