HubSpot: Template Creation

Creating a template for HubSpot is very similar to creating a normal Qwilr Page. The main differences are specific tags you'll add and the use of variables within your content (to pull in details from your HubSpot records).

The HubSpot integration is available only on our Business and Enterprise plans.

Creating your Content

To get started, create a Qwilr Page. You can start from scratch, work with your Account Manager if you are on an Enterprise plan or use one of our pre-designed templates and make your modifications.

Your page should be left as a page and be visible on your dashboard. If it's been converted to a Qwilr app template it won't be available in HubSpot.

Tokens

Within your content (in your Blocks as well as the page title) you'll be able to add in variables (tokens) that pull data from within HubSpot. 

A token is set between two sets of curly braces {{}} .

You can see the available tokens for any given Contact, Company, or Deal via the ' Show Tokens' button under Actions button at the bottom of the Qwilr widget. 

Replace the Tokens that you want with the correct variable in two sets of curly braces - such as the examples below. Make sure to use the correct Token & to test them the first time you use this integration. 

Check the Show Tokens button in the app for a detailed list of tokens for each section of HubSpot (Contact is different to Company, which is different to Deal). 

Page Tags

Once everything is ready with your page content, it's time to add your tags. You can do this from the edit screen or the dashboard.

Please note, tags are case sensitive. They must be added exactly as shown here.

1. Tag ALL HubSpot templates with:  hubspot 

2. Tag the templates with the location that you wish it to appear. The options are: 

  • deal
  • contact
  • company

The tags you choose to add define where your template is available. So for example if you want to use a template from within a Contact record, you'll add the hubspot and contact tags.

Template Permissions

FAQS

I'm not seeing any templates

If you're not seeing any templates within HubSpot you'll want to verify a few things:

Your template hasn't been converted a Qwilr Template. It should be visible on your dashboard.

Your template has the correct tags added. It needs hubspot and at least one of dealcontact | company

My colleague can see a template but I can't

Have an account admin check the template permissions. You'll need at least view access within Qwilr for a template to be available.

I'm getting an error on creation

Most errors are related to tokens in use. Double check your tokens and make sure they're formatted properly and match available tokens.

Still need help? Contact Us Contact Us