SnapPDF + HubSpot
Workflow action to attach a compressed PDF to a deal.
HubSpot customers want to attach proposals, contracts, and reports to Deals without leaving the workflow. The SnapPDF HubSpot app (currently preview, GA Q3 2026) adds a "SnapPDF" workflow action available in Deals, Contacts, and Tickets workflows. Run any of the 15 ops; the output attaches to the associated record. Also exposes a CRM card for ad-hoc use on a deal record page.
What you can build
- Custom workflow action for Deals, Contacts, Tickets, Custom Objects.
- CRM card on the deal record sidebar — "Process PDF".
- Bulk action: run an op on all PDFs attached to a view of records.
- Association logic: attach output to the triggering record or elsewhere.
- HubSpot credit cost: one workflow action consumes one HubSpot "operation" from your Ops Hub plan.
Setup
- 01Install from HubSpot App MarketplaceApp Marketplace → search "SnapPDF" → Install. Requires Marketing/Sales/Service Hub Professional+.
- 02OAuth linkGrant scopes: `content`, `files`, `crm.objects.deals.write` (minimum). Ops Hub Pro is required for custom workflow actions.
- 03Add the action in a workflowWorkflows → Create → trigger (Deal stage change, etc.) → Add action → Integrated apps → SnapPDF → pick op.
- 04Configure action fieldsUse HubSpot tokens (e.g. `{{deal.amount}}`) as op parameters. Attach output to the triggering deal.
- 05TestEnroll a test deal, watch the timeline for the SnapPDF event.
Code example
Workflow config: when a deal hits "Proposal sent", compress the attached proposal.
Workflow: "Proposal compression"
Enrollment trigger:
- Deal stage is "Proposal Sent"
- Has property "Proposal PDF" (file)
Action 1: SnapPDF → Compress PDF
Input file: {{deal.proposal_pdf}}
Level: high
Strip metadata: true
Attach output to: Triggering deal
Attach as property: "Proposal PDF (compressed)"
Action 2: HubSpot → Send email
Template: "Proposal follow-up"
Attachment: {{deal.proposal_pdf_compressed}}
To: {{deal.associated_contact.email}}Known limits
- · Requires HubSpot Ops Hub Pro for workflow actions.
- · HubSpot files API has a 100MB limit — route larger files via S3 handoff.
Pricing notes
Business plan minimum for production use; preview free.
Available from the Business plan.
FAQ
When will the app be live?
Q3 2026. Preview access available on request for Ops Hub Pro+ customers.
Does it work with Custom Objects?
Yes — once you pick the object type in the workflow builder.
Billing implications?
You pay: (a) HubSpot Ops Hub for the custom workflow action, (b) SnapPDF per op. Our pricing is far cheaper than HubSpot's own ops.
Marketing Hub Starter?
Custom workflow actions require Ops Hub Professional. Below that, use the CRM card for manual runs.
Can I trigger multi-step SnapPDF flows?
Yes — add multiple SnapPDF actions in sequence. Each outputs a file property that the next can consume.