Client’s Challenge
Once a deal is moved to ‘Won’ in HubSpot, the client needs to send the donor a PDF with their donation certificate.
This isn’t your standard workflow…
Let’s dig into Operations Hub!
Testing
Our HubSpot Engineering team first created a Sandbox environment to test how they can leverage a Programmable Workflow in Operations Hub alongside PDF Monkey.
Time to get coding!
Solution
Once the deal stage is moved to ‘Won’ the contact is enrolled in a Programmable Workflow with two sets of Custom Code…
Custom Code - Part 1: Creates the PDF document for the donor.
Custom Code - Part 2: Saves the document’s ‘preview link’ so it can easily be added to a HubSpot email later.
Final solution
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