Best for
- Sales teams generating proposal and quote packs
- Customer success teams producing onboarding files
- Revenue ops teams automating CRM-to-document workflows
CRM
HubSpot
HubSpot integration connects CRM records to templates so teams can generate proposals, contracts, and customer communication without manual copy-paste.
What it supports
- Private app token authentication
- Contact/company/deal object reads
- Mapped CRM fields to variables
- Multi-document generation patterns
Setup Steps
- 1
Create a HubSpot Private App with required read scopes.
- 2
Save the private app token in Workspace Integrations.
- 3
Choose object type and record source in your mapping flow.
- 4
Map properties to variable keys and save template bindings.
Sample Variables
Examples of variable keys you can use inside templates:
{hubspot.deal.amount}{hubspot.contact.firstname}{hubspot.company.name}Security + Reliability Notes
- - Private app token kept in integration settings
- - Use minimum required scopes for least privilege
- - Workspace auth gate protects configuration endpoints
Delivery notes
- - Keep HubSpot property naming conventions consistent per pipeline.
- - Validate required fields before final generation.