CraftMyPDF.com + SharpSpring Integration

Integrate CraftMyPDF.com to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Generate documents, update your CRM records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
2.
  • CraftMyPDF.com
    Create PDF in CraftMyPDF.com
  • CraftMyPDF.com
    Merge PDF URLs in CraftMyPDF.com
  • CraftMyPDF.com
    Create Image in CraftMyPDF.com
  • CraftMyPDF.com
    Get account information in CraftMyPDF.com
  • CraftMyPDF.com
    Create a new template in CraftMyPDF.com
  • CraftMyPDF.com
    Delete PDF Template in CraftMyPDF.com
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready WorkflowsReady Workflows   for CraftMyPDF.com + SharpSpring Integration

Generate documents, update contact records, keep templates synchronised, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your CraftMyPDF.com + SharpSpring flow

Send generated documents to your email platforms, CRMs, and spreadsheets once your SharpSpring workflows finish. Pick a combination and activate it in one click.

CraftMyPDF.com
SharpSpring
+
SalesforceSalesforce (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
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When a new contact is created in SharpSpring, generate a PDF in CraftMyPDF.com and create a record in Salesforce
New SharpSpring contacts instantly trigger PDF generation in CraftMyPDF.com and create a corresponding record in Salesforce without manual export work.
S
C
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When a SharpSpring form is submitted, create a PDF in CraftMyPDF.com and update the matching record in Salesforce
Form submissions in SharpSpring trigger document creation in CraftMyPDF.com and update your Salesforce records instantly.
S
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When an opportunity is created in SharpSpring, merge PDF URLs in CraftMyPDF.com and create a follow-up task in Salesforce
New SharpSpring opportunities merge document URLs in CraftMyPDF.com and schedule a Salesforce task automatically.

Supported triggers and actions for CraftMyPDF.com and SharpSpring

Mix and match to build the exact automation you need

CraftMyPDF.com
CraftMyPDF.com Triggers & Actions
No trigger is available
Create PDF in CraftMyPDF.com
Generates a pdf document from input data
Try it →
Merge PDF URLs in CraftMyPDF.com
Combine multiple pdfs from particular urls into a single document
Try it →
Create Image in CraftMyPDF.com
Generates images based on predefined parameters
Try it →
Get account information in CraftMyPDF.com
Retrieves and display account details from the system
Try it →
Create a new template in CraftMyPDF.com
Creates a new template
Try it →
Delete PDF Template in CraftMyPDF.com
Deletes a particular pdf template
Try it →
SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
Try it →
Create contact in SharpSpring
Adds a new contact to the database
Try it →
Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
Try it →
Update opportunity in SharpSpring
Updates the opportunity details as needed
Try it →
Create campaign in SharpSpring
Generates and launch a new marketing campaign
Try it →
Search campaign in SharpSpring
Searches for a campaign
Try it →

What can you automate with CraftMyPDF.com + SharpSpring?

Streamline document generation, marketing automation, and data synchronization across your business tools.

What you can automate?
📄
Generate PDFs from new SharpSpring contacts
Create professional PDF documents in CraftMyPDF.com automatically the moment a new contact is created in SharpSpring. Eliminate manual document creation entirely.
📋
Capture every submitted form field
Map all available form submission answers from SharpSpring into your CraftMyPDF.com templates instead of basic names and emails.
🔔
Notify your team instantly on updates
Alert sales and support personnel the second a document is generated or a new contact is created in SharpSpring.
🔀
Route records based on submitted data
Trigger different document templates in CraftMyPDF.com depending on specific criteria selected in your SharpSpring form submissions.
🔄
Keep records updated as data changes
Synchronize account updates, contact edits, and opportunity stages between SharpSpring and your document archives.
🔍
Search and update instead of duplicating
Check for existing contacts in SharpSpring before generating new CraftMyPDF.com files to maintain clean database records.
💳
Handle later status changes and events
Trigger updated document generation in CraftMyPDF.com when opportunities are won, lost, or marked complete in SharpSpring.
🔗
Extend your workflow to Google Sheets
Log every generated document and SharpSpring contact directly into a Google Sheets row for comprehensive reporting.
And much more...

Who is CraftMyPDF.com + SharpSpring integration for?

Connecting document generation with marketing automation helps sales teams, marketers, and operations professionals eliminate manual PDF creation and keep records synchronized.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Support specialists
Support specialists
Finance and admin teams
Finance and admin teams
📈
Performance marketers
You're tracking campaign metrics and PDF output reports but your figures only update when someone manually exports data, so the document counts you're reviewing are always a few hours behind — with this integration, every new contact updates instantly and your documents stay current.
Sales representatives
You need to act fast when new leads submit forms, but you find out too late because document generation happens manually — connecting these apps means every new contact triggers a PDF instantly so you can follow up right away.
🤝
Account managers
You report on client onboarding progress and document generation, but your reports lag behind actual form submissions — this integration means every new account triggers automated PDFs so your clients see updates immediately.
⚙️
Operations leads
The volume of customer submissions is too high for anyone to generate PDFs by hand without errors — automating both apps means every form submission instantly builds a document without manual intervention.
🎧
Support specialists
You own the fulfillment stage after a contact is created, but you depend on manual document creation to get started — automating both apps means every new submission hands off a ready PDF instantly.
📊
Finance and admin teams
You need a reliable audit trail of generated documents and contacts, but keep finding gaps from manual entry errors — connecting these apps means every event is recorded and documented without omissions.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate CraftMyPDF.com + SharpSpring

Build and manage your CraftMyPDF.com + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CraftMyPDF.com + SharpSpring with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CraftMyPDF.com to SharpSpring?
Frequently Asked Questions
You can connect CraftMyPDF.com to SharpSpring instantly using 1-click automations on Integrately or by asking Integrately AI to build your workflow. Choose from ready templates integrating Salesforce, Mailchimp, HubSpot, and other tools.
Can I automatically generate a PDF when a new contact is created in SharpSpring?
Frequently Asked Questions
Can I connect CraftMyPDF.com, SharpSpring, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for CraftMyPDF.com and SharpSpring?
Frequently Asked Questions
How does CraftMyPDF.com handle document templates during automation?
Frequently Asked Questions
Can SharpSpring form submissions trigger document generation?
Frequently Asked Questions
Do I need coding skills to automate CraftMyPDF.com and SharpSpring?
Frequently Asked Questions
Is the CraftMyPDF.com and SharpSpring integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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SharpSpring
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Sync SharpSpring with customer support, marketing, and scheduling tools to keep your leads and pipeline connected.