What TO DO – When you don’t know what to do.

Mastering CreateMate: A Step-by-Step Guide

1. Create a dedicated property to store PDF URL in HubSpot

2. Open the document in Google Docs, Word, or similar

3. Copy the properties found in CreateMate

4. Paste the properties into your document

5. Download the document as docx file

6. Upload the document file to CreateMate

7. Choose the storage property you have created in Step #1

8. Click "Configure in HubSpot" and follow the provided instructions

9. CreateMate sets up the workflow (if supported), you only have to select the trigger

10. CreateMate generates PDF files upon trigger