HubSpot: Template creation and management

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.

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.

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.

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's Next?

Want to learn some extra template tricks?

Ready to use your HubSpot template?

HubSpot User Guide