HubSpot: Setup and Create

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.

* Links to a separate article

Note: If you're on our Enterprise plan, you can apply automatic link expiry to your template. Then each page you create will retain that setting.

Creating 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 create a new blank template, click Library in the top left of your screen, and select Templates. Click the create blank template button

Maybe you already have a Qwilr page you've created that you want to see as a template. After you create a Qwilr Page, while editing it, you can head to the top right corner and click the Convert to Template icon.

Step 2. With the conversion or blank template creation 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 type of HubSpot records you plan to use it in: Company, Contact, or Deal. 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.

Adding Tokens

Now that you've converted the template, it's time to add some tokens. 

Your template now lives in your template dashboard. If you don't still have it open here's how to access it. Click the Library option at the top left of your Qwilr account, then choose Templates

Locate your template in the dashboard, and then click more actions vertical dots option on the template you wish to edit, then edit this template option.

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.

If you have custom or new fields added in your CRM records, you can now refresh your tokens list here to sync them over to Qwilr!

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.

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.

Styling a token

You can make any token bold or italic. Click on the token, then choose the style you want.

Removing a token

To remove a token, click on it, then choose the trash can icon.

What kinds of visuals can you work with?

Qwilr supports these kinds of visual tokens:

• Images (you'll need to have them hosted online)
• Videos (hosted on one of our supported services)
• Google Maps (you'll need the embed code for your map)
• You can also attach a token to Qwilr's clickable button, so it can link to different destinations in different pages.

You can use any or all of these in a Qwilr template, alongside your regular HubSpot tokens.

Note: Wherever you host your visuals, they need to be set as publicly available. Private content won't work with tokens. Images hosted on Google Drive are not currently supported.

Creating custom fields for visuals

In your HubSpot account, you'll need to set up one or more custom fields for each type of visual you'd like to use. These fields should be "multi-line text" fields. 

Each new custom field will generate a new token in your Qwilr token list.

As you work with client records in HubSpot, you'll paste the URLs for your hosted visuals into the custom fields. Here's an example from a HubSpot record.

Adding an image placeholder to the Qwilr template

Next, you'll need to set up the spaces in your Qwilr template where these visuals will go. You'll add placeholders, and then attach the new tokens to them.

As an example, let's say that you want to include a product image in each Qwilr Page. You have a total of 5 images, which are all hosted online. You have a unique URL for each one. You need to have different clients see different images in their Qwilr Pages. So we'll add an image placeholder to our template.

Step 1. Open your template for editing. To add an image placeholder, click on the + symbol that appears on any blank line. Then choose Image from the menu.

This adds a new image placeholder to the template. You can drag its corners to resize it as needed.

Step 2. Click on the top edge of the placeholder to bring up its toolbar. Click the Add Token icon. That will bring up a list of your HubSpot tokens. Locate the custom field's token and click on it.

That's it! Your image placeholder is all set. When you create a new page from this template, it will pull in the image URL from your HubSpot record and display it in the page.

For video, maps, and buttons

The process is the same for the other kinds of content: add the placeholder to your template, and then attach a token to it. 

All of the placeholders begin by clicking on the + symbol on any blank line, and then choosing the type of content you need from the menu.

Adding tokens into your template title

You don't have to add a token to the template's title. Keep in mind, however, that without a token, every page you create from the template will have the same title. That can make it hard to keep them organized.

To create pages that have unique titles, you'll need a token in the title of your template.

The token text should be in 2 sets of curly brackets, like this: 

So, what do you put between those brackets?

HubSpot has specific formatting for this token text. If you don't match that exactly, the token will break. Here's where to find the correct formatting for your HubSpot tokens:

HubSpot token format

The best way to find the correct formatting is in your HubSpot account. Click the Actions button in the Qwilr widget, and choose Show Tokens. You'll see a list of available tokens in the correct format. 

Copy the text from the list, and paste it between your curly brackets.

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.

Deleting a HubSpot Template

If you've created a template for HubSpot but haven't used it yet, you can delete it.

Note: Only account admins can delete templates.

Used templates can only be archived

If you hover over your template on the dashboard and a  View Children button appears, that template already has child pages and it can't be deleted. 

Which templates can I delete?

You can delete any HubSpot template that has no child pages. In other words, you can delete any template you haven't yet used in HubSpot.

First, just head over to Library and then select Templates

Then, on your templates list, if you have no child pages connected to it, the HubSpot connected Qwilr Template will allow you to select Delete

You can Archive HubSpot Templates in use to remove it from your dashboard, however. All child pages will archive along with the template.

What's Next?

Ready to use your HubSpot template?

• HubSpot User Guide