Get data from your documents into Hubspot
Business cards
Instantly capture lead data from business cards – names, companies, emails, phone numbers and job titles – and create or update contacts in Hubspot automatically, with built-in duplicate checking.
Contracts and proposals
Pull client names, contract values, dates and terms from contracts and proposals, then link them to deals or contacts in Hubspot and trigger follow-up tasks for better pipeline visibility.
Invoices and receipts
Extract client names, invoice numbers, amounts and due dates from invoices, then update deal records or custom objects in Hubspot to improve AR tracking and customer follow-up.
Support requests
Capture customer details, issue descriptions and attachments from support requests, then automatically create tickets in Hubspot Service Hub for faster response times and improved customer satisfaction.
.webp)
.webp)
