1.Start inspection export to PDF
Integrate SafetyCulture and inspection export tools to start PDF export and map identifiers for generated reports.
Attach completed inspection PDF to pool record for campaigns
Automatically export completed inspection PDFs across SafetyCulture and HubSpot. Update pool records when inspections complete or reports finalize or exports generate—so you can attach reports, link pool records, and store compliance files without manual filing.
How this automation attaches inspection reports
When inspections complete, delays can break campaign readiness and compliance. This automation exports and retrieves inspection PDFs and updates the matching HubSpot pool record—so your team can keep records audit-ready without manual document handling.
SafetyCultureor swap with your favorite app
2.Get the inspection report PDF
Integrate SafetyCulture and file retrieval tools to retrieve the exported PDF file from the export response.
3.Find the matching pool record
Integrate HubSpot and CRM search tools to locate the pool custom object using the configured URN property.
HubSpotor swap with your favorite app
4.Update pool record with PDF
Integrate HubSpot and file fields to attach the retrieved PDF and optionally save a public report URL.
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