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 will 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 of the page, 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. You'll now see the Qwilr widget in HubSpot. It appears as a box in the right sidebar of any Contact, Company, or Deal record. You can drag and drop this box 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 template in Qwilr. The process you use depends on your account.
If you see the Tokens icon at the top of your Qwilr pages, please see these instructions.
If you don't see this icon in your account, please see these instructions.