Getting Started

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. After registration, activate your account using the link sent to your registered email.
  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.
Connect HubSpot App - HubSpot's OAuth authorization screen showing PDF CreateMate requesting permissions
Image description
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
  1. After successful connection, you'll be automatically redirected back to the PDF CreateMate platform.