Hey everyone,
I’ve got this Adobe certificate template that’s just sitting there empty. I’m trying to figure out if there’s a way to automatically fill it with info from HubSpot. Specifically, I want to add the person’s name, surname, and the date they finished the course.
I’ve heard about this tool called Tray.io and I’m wondering if it can help me connect HubSpot to my certificate template. Has anyone done something like this before? Is it even possible?
I’m not super tech-savvy, so any tips or advice would be really helpful. Thanks in advance!
Recently, I worked on a similar project and found that while Tray.io can handle connecting HubSpot to a certificate template, it sometimes felt more complex than necessary. I opted for using Zapier instead, which offered a more intuitive process. A HubSpot trigger indicating course completion initiated my workflow, and Zapier’s PDF filler capability allowed me to easily update my certificate template. Once the certificate was generated, I automated its delivery via email. The overall experience was smooth, and managing the automation was much less daunting than I had initially expected.
hey isaac, tray.io should work! i used it once to link hubspot to a cert design. just setup the data flow, and u might need a tool to process the pdf. hope it helps!
Absolutely, Tray.io can handle this task for you. It’s a powerful integration platform that can connect HubSpot with various other systems, including PDF tools. You’ll need to set up a workflow in Tray.io that pulls the required data from HubSpot (name, surname, course completion date) and then uses a PDF processing tool to populate your Adobe certificate template. While it might seem daunting at first, Tray.io offers a user-friendly interface and extensive documentation to guide you through the process. Just take it step by step, and don’t hesitate to reach out to their support team if you encounter any difficulties. They’re quite helpful for less tech-savvy users.