Connect HubSpot account

Follow these steps to connect your HubSpot account to PDF CreateMate:

1. Begin by registering on the PDF CreateMate platform if you haven't already.
2. Enter the 6-digit code we email to you (it is valid for 10 minutes), then complete your profile.
3. After activation, on the prompted screen, click the Connect HubSpot account button.
4. If you're not already logged into your HubSpot account, a login prompt will appear. Enter your HubSpot credentials to proceed.
5. If you have multiple accounts, choose the specific HubSpot account you wish to connect with PDF CreateMate.
6. A list of permissions that PDF CreateMate requires will be displayed. Thoroughly review these permissions to ensure you understand what access you're granting.
7. Once you're comfortable with the permissions, click on the Connect app button to finalize the connection.

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The HubSpot authorization screen shows:
- The PDF CreateMate app logo and name at the top
- A list of permission categories being requested (CRM objects, Account settings, etc.)
- The specific access level for each category (Read, Write, or Read/Write)
- A blue "Connect app" button at the bottom to approve the connection
- Your HubSpot account name to confirm you're connecting the correct portal

8. After successful connection, you'll be automatically redirected back to the PDF CreateMate platform.

After connecting

PDF CreateMate asks a few short questions to set up your account:

1. Documents you create: for example invoices, contracts or certificates.
2. Signatures: whether your documents need to be signed.
3. Primary HubSpot object: the record type you'll use most, such as Contact or Deal. You can create templates for any supported object later.
4. Create your first template: you land in the template builder. See Upload Template.