to Hubspot in real time. Store documents alongside contact and deal records to support communication, onboarding, sales pipelines, and customer activity all inside your CRM.
Automated CRM Document Attachment
Submission-based PDFs are automatically linked to the correct HubSpot record, giving teams immediate access to the most up-to-date files for leads, contacts, and deals while keeping CRM documents organized and actionable.
Lifecycle-Aware Document Automation
Every PDF created from a form submission is automatically added to the relevant HubSpot record. This ensures documents stay connected as contacts move from lead to customer, supporting seamless handoffs between marketing and sales.
Controlled PDF Routing
Decide which generated PDFs should sync to HubSpot during setup. This allows teams to manage document visibility and avoid cluttering records with unnecessary files.
Consistent Document Identification
Apply custom naming rules before PDFs appear in HubSpot. Clear, structured file names help teams quickly recognize documents inside record timelines and activity feeds.