HubSpot: Template Creation
To create a template for HubSpot, you'll build a Qwilr Page, convert it, and then add some "tokens" to pull in details from your HubSpot records.
In this article:
- Converting your template
- Adding tokens
- Adding a token to the title of your template*
- Tokens for custom fields
- Styling a token
- Removing a token
- Using Contact and Company tokens in a Deal template
- Changing the object for a template
- What if you want to use this template as a regular Qwilr template?
- Cloning a HubSpot template*
- Deleting a HubSpot template*
* Links to a separate article
Note: Templates can only be created by account admins.
Converting your template
We're assuming here that you've already set up the HubSpot integration. You should also be logged into your HubSpot account.
Step 1. To get started, create a Qwilr Page. While you have it open for editing, head to the top right corner and click the Convert to Template icon.
Step 2. With the conversion done, it's time to connect this template to HubSpot. A new Tokens icon will pop up in the top right corner of the template. Click that.
Step 3. A list of available tokens will appear. It has two tabs. Click on the CRM tab, and then click Add to CRM.
Step 4. Enable the Use in HubSpot switch, and then choose which area of HubSpot you plan to use it in: Company, Contact, or Deal records. Click Confirm to save.
Note: The object you choose determines which tokens will be available to add to your template. You can also change the object at any time.
Now that you've converted the template, it's time to add some tokens.
Your template now lives in your template library. To access it, click the Create New button on your dashboard, then choose From Template.
Locate your template in the library, and then click the Edit button to open it for editing.
Next, head to the top right corner of the template. Click on the Tokens icon again to reveal your list of tokens.
Note: The Account tab of this list is for account tokens, which are not currently supported for the HubSpot integration. Be sure to use the HubSpot tab.
Two ways to place tokens
You can either copy/paste or drag/drop tokens into your template.
To copy a token, click on the Copy icon next to its name. Then place your cursor in the template where you want the token to be. Use your keyboard command of Ctrl-V or Cmd-V to paste it.
Note: In this example, we've added placeholder text to help remember where the tokens will go. You don't have to do this!
Alternatively, you can click on the token and drag it to the location in your template.
Note: See how you can search for specific tokens? That's a great time-saver.
Tokens for custom fields
You can add custom fields to your HubSpot records. If you do, those tokens will appear in the Qwilr token list automatically. It can take up for 15 minutes for that process to complete.
Styling a token
You can make any token bold or italic. To do that, click on the token to bring up the editing toolbar. Then choose the style you want.
Removing a token
To remove a token, click on it to bring up the editing toolbar. Then choose the trash can icon.
Using Contact and Company tokens in a Deal template
If you're using Deal records in Hubspot, you can associate Contact and Company records with any Deal. That will allow you to use Contact and Company tokens in your Qwilr template as well.
Once you've associated the records, you should see the new token options appear in your Qwilr list within a few minutes.
Changing the object for a template
Sometimes you convert a template for one object, but then realize you want to use it with a different object.
For example, let's say you've created a Deal template for HubSpot, and you later want it to be a Company template instead. No problem - you can change the object associated with your template at any time.
To get started, open your template for editing. Then head to the top right corner and click the Tokens icon.
The token list will appear, and at the top you'll see the object this template is currently assigned to. Click Change.
You'll be prompted to choose a different object. If you have tokens in your template that won't be supported with the new object, you'll be prompted to change these as well.
Click Confirm to save the changes.
What if you want to use this template as a regular Qwilr template?
You can convert this Hubspot template to a regular Qwilr template anytime. It’s worth noting though, that the Hubspot token you use will no longer pull any data once you created a page, instead, you’d manually fill in any corresponding data in the form. To do this:
Step 1. Click the Create New button, and then choose From Template.
Step 2. In your template library, choose the Qwilr template you want to use, and click on the title to preview it.
Step 3. Head to the top right corner of the template preview, and click the Create Page button.
Step 4. A form will pop up, with a field for the Hubspot tokens you've used. Fill in the form for each field, and then click Create Page again.
Note: If you are using the Products token, you will need to manually add your product line items to the page as this is not yet supported by the form.
When you've finished creating your template, it's time to head over to our HubSpot User Guide to learn how to use it.