Generate PDFs Automatically from HubSpot Workflows using PDF Maker
Learn how to auto-generate customized PDFs from HubSpot workflows using PDF Maker.
PDF Maker
Last Update hace un mes
Introduction :
Welcome to this tutorial where you’ll learn how to generate PDFs automatically from your HubSpot workflows using PDF Maker. If you’re manually creating documents like proposals, agreements, or onboarding forms every time a deal moves forward—this video is going to change the game for you. With just a few steps, you can integrate PDF Maker with HubSpot and set up an automated workflow that pulls in contact or deal data and generates a professional PDF instantly. No coding required, no manual edits—just smooth, efficient document creation. Let’s dive in and set this up together, step by step.
1. Connect to HubSpot.
2. Create a PDF with HubSpot as a Data Source.
Please view this support article to learn: How to create a template in PDF Maker
Please view this support article to learn: How to automate with HubSpot as your datasource.
Please view this support article to learn: How to automate with HubSpot as your datasource.
3. Click on Workflows in HubSpot dashboard.
4. Click on From scratch…
5. Click on Deal-based.
6. Click on Trigger enrollment for deal.
7. Click on When an event occurs.
8. Click on Your criteria will appear here.
9. Click on Property value changed.
10. Click on Generate PDF
11. Check Yes.
12. Click on Add new action.
13. Click on PDF Maker
14. Click on Generate PDF
15. Choose a Template.
16. Your Workflow is setup.
17. Click on Review and publish
18. Click on Yes.
19. Checkout the Output PDF.
20. Click on Actions icon of that particular PDF.
21. Click on Run History
22. You'll be able to see and download all the generated PDF
FAQs
1. Can I generate a PDF every time a HubSpot deal is updated?
Yes! You can set your workflow trigger to fire when a deal stage is updated, and PDF Maker will generate the PDF automatically.
Yes! You can set your workflow trigger to fire when a deal stage is updated, and PDF Maker will generate the PDF automatically.
2. Do I need coding skills to set this up?
No coding required. Just use the PDF Maker interface to build your template and HubSpot’s workflow builder to add a webhook.
No coding required. Just use the PDF Maker interface to build your template and HubSpot’s workflow builder to add a webhook.
3. What data from HubSpot can be added to the PDF?
You can include any contact or deal property—like name, email, company name, deal amount, and more—by mapping them as query parameters in the webhook.
You can include any contact or deal property—like name, email, company name, deal amount, and more—by mapping them as query parameters in the webhook.
Conclusion :
That’s how simple it is to generate PDFs automatically from HubSpot workflows using PDF Maker. This setup can save hours of manual effort, especially for things like contracts, proposals, onboarding docs, or certificates. With just one trigger inside HubSpot, you can create, send, or store fully personalized PDFs—hands-free. Whether you're in sales, HR, education, or operations, this workflow makes your process smoother and faster.