Legal
Data Access
This page explains what HubSpot data PDF CreateMate accesses, how it's used, and our data handling practices.
What Data Does PDF CreateMate Access?
When you connect PDF CreateMate to your HubSpot account, we request access to specific data types necessary for document generation:
CRM Data
| Data Type | Purpose | Access Level |
|---|---|---|
| Contacts | Generate documents with contact information | Read |
| Companies | Include company data in documents | Read |
| Deals | Create deal-related documents | Read |
| Tickets | Generate ticket-based documents | Read |
| Custom Objects | Support custom object documents | Read |
| Properties | Map HubSpot fields to template placeholders | Read |
Workflow Data
| Data Type | Purpose | Access Level |
|---|---|---|
| Workflows | Enable automated document generation | Read/Execute |
| Workflow Actions | Register PDF CreateMate actions | Read/Write |
File Storage
| Data Type | Purpose | Access Level |
|---|---|---|
| Files | Store generated PDFs on HubSpot records | Write |
| Attachments | Attach documents to records | Write |
How We Use Your Data
PDF CreateMate uses your HubSpot data exclusively for:
-
Document Generation
- Reading property values to populate templates
- Replacing placeholders with actual data
- Creating personalized documents
-
Storage
- Saving generated PDFs to HubSpot records
- Linking documents to the appropriate records
-
Workflow Automation
- Executing document generation actions in workflows
- Triggering on record updates as configured
What We Don't Access
PDF CreateMate does not access:
- Email content or history
- Marketing email analytics
- Website analytics
- Social media data
- Financial or billing information in HubSpot
- Data from other integrated apps
Data Processing & Security
Generated documents are processed during document generation and stored in your HubSpot account under your control. Your HubSpot data is accessed only for the purpose of creating documents as configured in your templates.
For detailed information about our security practices, data residency, encryption standards, monitoring, auditing, and compliance certifications, please contact:
- Email: privacy@pinetco.com
- Support: Contact Support
Data Processing Agreement
Enterprise customers can request a Data Processing Agreement (DPA). Contact support for details.
Revoking Access
You can revoke PDF CreateMate's access at any time:
- Go to HubSpot Settings > Integrations > Connected Apps
- Find PDF CreateMate
- Click Uninstall
After revoking:
- We immediately lose access to your HubSpot data
- Your templates and configurations in PDF CreateMate are preserved
- Generated documents remain in your HubSpot account
Questions?
For data handling questions or concerns:
- Email: privacy@pinetco.com
- Support: Contact Support
- Legal: Privacy Policy