I am attempting to have each new PDF in a specific folder I Dropbox (including subfolders) be read by OCR web services and have specific fields copies into a Hubspot company record.
Example;
Client uploads a Financial Statement and it reads “Net Income” and it entered the information into the appropriate company record.(property) so then we can use calculated properties to classify the company as fund able or not.
+6Hi
Welcome to the Community.
To automate the extraction and updating of financial data from PDFs stored in Dropbox to HubSpot, first set up a Zapier trigger that detects new files in a designated Dropbox folder, including subfolders. Then, an OCR service such as Google Cloud Vision can process the PDFs and extract specific fields like "Net Income." Ensure the OCR tool is configured correctly for accurate field recognition. Next, establish an action in HubSpot to search for the corresponding company record based on a unique identifier, such as a company name or ID. Once located, update the relevant HubSpot property with the extracted data. Attention to detail ensures OCR accuracy, correct data mapping, and consistency between the extracted fields and HubSpot properties. Before fully deploying the automation, test the workflow with sample PDFs to confirm proper data extraction and classification in HubSpot. Consider potential limitations in Zapier's integration capabilities, OCR accuracy, and HubSpot's API constraints. If challenges arise, consulting the Dropbox or HubSpot support teams may provide additional solutions or improvements.
I hope this helps you set up your workflow successfully! Feel free to ask if you have further questions or need additional support.
+11Hey
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