CV Formatting for HubSpot

Live connector, on every plan including the free trial. Formatix.AI has a live HubSpot connector. Connect your HubSpot account, and CVs attached to contacts are formatted in your branded template and attached back to the same contact as a note, in Word, PowerPoint or PDF.

• Connect HubSpot from the Integrations page in Formatix: sign in to HubSpot and approve access, no code
• CVs attached to HubSpot contacts are picked up and formatted with the template you choose
• The formatted document is attached back to the contact as a note with the file
• Format every new CV automatically, or hold each document in a review queue for approval first
• Included on every plan, including the 14-day free trial: no upgrade needed to connect

How does the HubSpot connector work?

Connect your HubSpot account from the Integrations page in Formatix. When a contact has a CV attached, Formatix formats it with your chosen template and attaches the result to the same contact as a note with the file.

Can I check documents before they go back to HubSpot?

Yes. Automatic mode formats every new CV; review mode queues each formatted document for your approval first.

Which plans include the connector?

The connector is included on every plan, including the 14-day free trial (10 credits, no card). Each formatted CV uses one credit, the same as formatting on the platform. Plans start at £20 a month.

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