HubSpot: Template Creation
To create a template for HubSpot, you'll build a Qwilr Page and then add some "tokens" to pull in details from your HubSpot records.
In this article:
* Links to a separate article
Creating your content
Your page should be left as a page and be visible on your dashboard. If you convert it to a Qwilr template, it won't be available in HubSpot.
Note: Templates can only be created by account admins.
Now that you have a page created, click on the Tokens icon at the top right corner.
Use the dropdown menus to select HubSpot as your CRM tool, and then select an object: Contact, Company, or Deal.
By setting an object, you're defining where in HubSpot your template will be available. You're also defining what tokens will be available to add to your template.
So for example, if you select the Contact object, you'll be able to use this new template from within Contact records. You'll also be able to use tokens to pull in Contact details.
When you've selected your CRM tool and object, click Convert to Template. Then click Keep Editing, so you can add some tokens.
Using the Tokens list
At this point, you'll see a list of available tokens appear on the right side of the editor. Click on the token you want to use and drag it to the location where the information should appear. You can add as many tokens as you need.
The search bar helps you locate specific tokens.
Adding a token to the title of your template
It's a good idea to add at least 1 token to the title of your template. That way, each page you create from it will have a unique title. If you don't add a token to the title, then every page you create will have the same title, which can make it hard to keep them organized.
To add a token to your page title, instead of dragging and dropping, you'll want to type it manually into the title field. First, choose the token you'd like to use from the list. Then type the token text in 2 sets of curly brackets, like this:
For this manually-typed token, you'll want to follow HubSpot's formatting exactly. The best way to find the correct formatting is in your HubSpot account. Click the Actions button in the Qwilr widget, and select Show Tokens. You'll see a list of available tokens in the correct format.
Editing 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 tokens in a Deal template
Sometimes you'll need to create a proposal for a Deal record but would like to include the information of a contact that's attached to that Deal as well. In this case, you'd be able to use Contact tokens in a Deal template.
To get started, have a Deal template ready. From within the template, click the Tokens icon in the top right corner.
You will see the list with the token appear. You can scroll down to the Contact tokens, or type in Contact in the search field at the top of the menu to search for the token needed:
From there drag and drop the tokens you need into your page:
And that's it! If your deal has multiple contacts associated with it, you will be able to choose which contact's information you would like to pull in when creating a new page via HubSpot:
Changing the object for a template
Sometimes you convert a template for Deals, but then realize you want to use it with Contact or Company records instead. No problem - you can change the object associated with your template at any time.
To get started, head into your template and click the Tokens icon in the top right corner.
The token list will appear, and at the top you'll see the HubSpot object this template is currently assigned to. Click Change.
A pop-up will appear, where you can choose a different object. Click Confirm to save the change.
Each object in your CRM has a different set of tokens available. So when you change the object for your template, it's likely that you'll have to update the tokens.
If your template has tokens that need updating, you'll see another pop-up appear, showing what those tokens are. For each one, choose the closest match from the drop-down menu. Then click Confirm to save the changes.
When your template is created, it's time to head over to our HubSpot User Guide to learn how to use it.