With the DocMergy (MS Word) from Integration Glue, you can

• Generate Word Document

• Generate PowerPoint Presentation in HubSpot from a Workflow.

Generate Documents/Spreadsheets/Presentations:

• Generate from any Object (Contacts, Companies, Deals, Tickets, Custom Objects)

• Personalise using any properties from your source record

• Personalise using any properties from any associated record

• Include repeating sections to display properties from multiple associated records

Advanced Formatting & Logic

• Advanced formatting for numbers, dates, etc

• Advanced logic to show and hide sections

• Include dynamic images from URLs

• Include dynamic hyperlinks

• Leverages Jinja for advanced logic and complex document generation

End to end document automation using your existing platforms

• Manage your templates directly within Microsoft Office, no special application or installs required

• Any errors or issues are logged against the HubSpot Workflow

• Fully managed within HubSpot Workflows - once installed you do not need to login to any other system to manage your actions.

• Use with our eSign actions to automate the signing of generated documents with leading eSign providers

• Use with our Transactional Email actions to attach and send generated files

• Use with our SharePoint actions to dynamically create folders and store generated files

When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Actions to send transactional emails with attachments using Mailgun, send documents for eSign with Docusign, Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.

Get started on our free plan - No credit card required, can cancel at anytime

Integration Glue pricing is based on utilization, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.

Integration Glue does not retain any data or files when using this app; it simply reads and outputs data to your own HubSpot portal.