Gmail + HubSpot + Fileforge

Send PDF recaps generated by Fileforge for new HubSpot deals via Gmail

When a new deal is entered in HubSpot, this integration generates a customized PDF from HTML using Fileforge, detailing the deal name and next steps. The PDF is then sent as an email attachment via Gmail, ensuring all relevant stakeholders receive timely updates.

When a new deal is entered in HubSpot, this integration generates a customized PDF from HTML using Fileforge, detailing the deal name and next steps. The PDF is then sent as an email attachment via Gmail, ensuring all relevant stakeholders receive timely updates.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.

    TriggerScheduled
  2. automatically do this...
    FileforgeFileforge
    Generate a PDF

    Generates a PDF from HTML

    ActionWrite
  3. then do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

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fileforge logo

About Fileforge

Fileforge is a service that facilitates PDF Workflows. Generate, fill, host, sign, and more.

Related categories

  • Documents