CRM Template Troubleshooting

If you have created a template for HubSpot or Salesforce but you're not seeing it in your CRM, there are a few potential causes.

Note: This document shows a previous version of CRM templates. If you aren't experiencing this issue your account may have our CRM Templates and Tokens feature

Missing Tags

When you've created a CRM template, you do this by adding tags to a specific Qwilr Page. If those tags are missing, your template wouldn't show up in HubSpot or Salesforce. Tags are case sensitive. You'll always add 1 tag (denoting it as a template for that CRM: hubspot or sfdc).

HubSpot

Required tag:

  • hubspot [always add this]

Optional tags (add just one of these)

  • contact
  • deal
  • company

The optional tags are specifying where the template will be available. For example if you add 'hubspot' and 'deal' as your tags, your template will only be available when creating a Qwilr Page from within a HubSpot Deal. 

Salesforce

Required tag:

  • sfdc

Optional tags:

  • lead
  • opportunity
  • contact
  • account

The optional tags are specifying where the template will be available. For example if you add 'sfdc' and 'contact' as your tags, your template will only be available when creating a Qwilr Page from within a Salesforce Contact record. 

Converted to a Qwilr Template

You may have converted the page to a Qwilr Custom Template . It's a bit confusing, but converting a page to a true template means it's only available within Qwilr itself and not integrations.

To fix this you'll want to remove that page as a Qwilr template. As soon as you've done that, as long as you have the correct tags on your Qwilr Page, it will show in your CRM.

Still need help? Contact Us Contact Us