HubSpot: Installation & Setup
In this guide, we'll show you how to set up our HubSpot integration so that you can make personalized documents from Qwilr templates in seconds.
Note: You'll need admin access to your Qwilr account and Super Admin access to your HubSpot account for this installation.
To use HubSpot and Qwilr, you'll need to have an account on both services. The email address you use for both accounts will need to match. You can update your email address in Qwilr at any time.
Step 1. Click your initials at the top right corner of Qwilr, and choose Add Integrations.
Step 2. On the Integrations page, choose HubSpot. Then click Enable HubSpot.
A popup will appear and allow you to verify your HubSpot account. Then the page will show that the integration is successfully enabled.
Step 3. Head to your HubSpot account now. Your Contact, Company, and Deal records will now have the Qwilr widget in the right sidebar. You can drag and drop this widget to wherever you want it to be in that sidebar - click on the dots in the top left.
Now that you have the integration set up, it's time to create a HubSpot template in Qwilr.