Getting Started

Welcome to PDF CreateMate! This section will help you set up your account and understand which HubSpot objects you can use to generate personalized documents.

In This Section

Supported HubSpot Objects

Learn which standard and custom HubSpot objects work with PDF CreateMate, including Contacts, Companies, Deals, Tickets, and Custom Objects.

Connect HubSpot Account

Step-by-step guide to connecting your HubSpot portal to PDF CreateMate and granting the necessary permissions.

Prerequisites

Before you begin, make sure you have:

• A HubSpot account (Free, Starter, Professional, or Enterprise)
• Admin or Super Admin access to your HubSpot portal
• A PDF CreateMate account (Register here if you don't have one)

Next Steps

After completing the setup:

1. Create your first template
2. Upload it to PDF CreateMate
3. Set up automated document generation