Using Data from Associated Objects New

Can I use properties from two objects in one template?

Each template is based on one object type. For example, a Deal template can use Deal properties, but it cannot directly read Contact or Company properties in the same document.

You can still bring data from an associated object into your template — by using HubSpot sync properties (also called data-sharing properties).

What is a sync property?

A HubSpot sync property automatically copies a value from an associated record onto the current record. For example, you can create a Deal property that always mirrors the associated Contact's email address. Once that value lives on the Deal, PDF CreateMate can use it like any other Deal property.

How to use it with PDF CreateMate

1. In HubSpot, create a sync property on your template's object type that pulls the value from the associated object. Follow HubSpot's guide: Create sync properties.
2. In PDF CreateMate, open the Properties page and click Sync to refresh your property list, so the new sync property appears.
3. Add the sync property to your template as a placeholder, just like any other field (for example, {{contact_email}}).
4. Generate your document — the value from the associated object now appears in the PDF.

Example: a Deal document that includes contact details

Suppose you generate documents from Deals, but you need the primary contact's name and email in the PDF:

1. In HubSpot, create Deal sync properties that pull the associated Contact's First name and Email.
2. Open the Properties page in PDF CreateMate and click Sync.
3. Use your sync property placeholders (for example, {{contact_first_name}} and {{contact_email}}) in your Deal template.

The generated document includes the contact's details, even though the template is based on the Deal object.