Pre-fill from HubSpot Records
Automatically generate business documents pre-filled with data from HubSpot records using the Pre-fill Flow from HubSpot records Bot. No coding or manual data entry needed.Try automation, it’s free!
What the Bot does
The Bot transfers data from the selected HubSpot record(s) to the specific fields of a PDF, DOCX template, or HTML form based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automate the process of creating contracts, quotes, invoices, and reports pre-populated with HubSpot information.
- Author airSlate Inc.
- Setup duration 7-13 min.
- Used in 75 Templates
- Used in 64 Workspaces
- Installed 352 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Pre-fill from HubSpot Records. No coding required.
Map fields in a document to the fields in the HubSpot entity
Configure Bot settings
First, connect to your HubSpot account. Once connected, select a HubSpot entity from the list. Then, specify what information from the document will be used to create the HubSpot record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select fields in the new contact form and tell the Bot to create a corresponding HubSpot record when these fields have been filled out.
View the Bots log or use tags to check if the Bot ran successfully
Get a new HubSpot record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data added to the selected document fields will be used to create a new HubSpot record.
Try pre-built workflows to experience the Pre-fill from HubSpot Records in action
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Install the Pre-fill from HubSpot Records to automate your document workflows
Other Bots often used with the Pre-fill from HubSpot Records
Create HubSpot Records Bot Update HubSpot Records Export to HubSpot Bot Send Webhook on Documents Opening Bot Hide Signatures Save to Procore Bot
Speed up repetitious activities without a single line of code
Use Pre-fill Flow from HubSpot Records Bot
Start creating a new Flow and transfer forms or generate documents right in the system to initialize the Bots option. Choose a wanted software robot from the list.
Open up the Bot configuration. Complete all the required fields to personalize general and advanced settings. Don’t forget about determining activation conditions to avoid false activations (you can include several conditions).
Figure out how it works
Execute the workflow and check the outcomes. Ensure that the software robots work properly. If something fails, look into the Bots log to fix the mistakes and run your Flow again.