HubSpot

Overview

HubSpot is a versatile platform offering a suite of tools for inbound marketing, sales, and customer service.

Key features include a robust CRM system for managing customer interactions, marketing automation for efficient campaign management, a Sales Hub for pipeline management and engagement tracking, a Service Hub for exceptional customer support, a user-friendly Content Management System, and comprehensive analytics and reporting tools.

These integrated features make HubSpot ideal for businesses aiming to streamline operations and enhance customer engagement.

Requirements

1. Hubspot account (https://www.hubspot.com/)

2. Documint account

You can get started with free accounts for both and then upgrade as you need.

Integration

With the power of Documint PDF creation, you can seamlessly generate documents with one click!

The Documint app integrates with your Hubspot account and allows all your HubSpot users to access the templates created in your Documint account, so you'll only need one Documint account to serve your whole team.

The Documint app can access data for the following objects:

• Contacts

• Companies

• Deals

• Tickets

• Custom objects

While the Documint extension can access your custom object data, you can not launch the Documint extension from a custom object record. See Working with Custom Object Data.

You can find the Documint app in the Hubspot app marketplace.

Let's get started installing and setting up you Documint extension.