Getting Started
Supported HubSpot objects
PDF CreateMate seamlessly integrates with various HubSpot objects, enhancing your document management capabilities. Our tool now supports both Standard and Custom objects, providing greater flexibility for your business needs.
Standard Objects
By default, PDF CreateMate supports the following standard objects: Contact, Company, Deal, Ticket
Custom Objects
We've extended our support to include custom objects in PDF CreateMate. Custom objects allow you to create specialized categories beyond the standard ones, giving you more control over how your data is organized and utilized.
Enabling Object Support
- New users: Support for both standard objects (Contact, Company, Deal, Ticket) and custom objects is enabled by default for all new users.
- Existing users: If you're an existing user, support for additional HubSpot objects, including custom objects, is not automatically enabled.
To enable these features:
- Go to Settings.
- Click on Reinstall HubSpot App.
- You'll be prompted to authorize PDF CreateMate with a new set of permissions.
- Confirm the permissions, and you'll be all set to use both standard and custom objects.
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The HubSpot authorization screen displays:
- A list of permissions that PDF CreateMate requires to function properly
- The "Connect app" button at the bottom to finalize the connection
- Your HubSpot portal name and account identifier at the top
- Each permission category (CRM, Marketing, etc.) with detailed access levels
- A list of permissions that PDF CreateMate requires to function properly
- The "Connect app" button at the bottom to finalize the connection
- Your HubSpot portal name and account identifier at the top
- Each permission category (CRM, Marketing, etc.) with detailed access levels
For Standard objects (Contact, Company, Deal, Ticket), you can manually generate, regenerate, and access documents as described in the process for the Contact object. For custom objects, document management must be done through custom workflow actions. See the Workflow Action guide for details.