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
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • 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
gmail logo
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 moreHelp

Related categories

  • Email
  • Google

Similar apps

IMAP by Zapier integrationsIMAP by Zapier integrations

IMAP by Zapier

Email, Zapier
SMTP by Zapier integrationsSMTP by Zapier integrations

SMTP by Zapier

Email, Zapier
Microsoft Office 365 integrationsMicrosoft Office 365 integrations

Microsoft Office 365

Email, Microsoft
hubspot logo
hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

Similar apps

Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Intercom integrationsIntercom integrations

Intercom

Customer Support
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
fileforge logo
fileforge logo

About Fileforge

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

Related categories

  • Documents