Creating CRM Templates with Variables
Customization on a global level - made easy!
If you're using our HubSpot, Salesforce, Zoho CRM or Pipedrive integrations, you can place Variables in your templates. Variables pull in client information, among other things, from your CRM records, so each page you create is instantly personalized. We even have some customers pulling in headshots from Salesforce! #Customization
In this article:
- Creating a CRM Template
- Adding a Variable to pull in text
- Styling a text Variable
- Adding Variables to pull in visuals
- Removing a Variable
- Changing the object for a CRM Template
- Deleting a CRM Template
Note: This article covers HubSpot, Salesforce, and Zoho CRM templates. Please see our other articles about Pipedrive and Zapier templates.
Creating a CRM template
Step 1. Make sure your CRM is integrated with Qwilr and enabled.
Step 2. Next, you'll want to create a CRM Template.
- Creating a HubSpot template
- Creating a Salesforce template
- Creating a Zoho CRM template
- Creating a Pipedrive template
Adding a Variable to pull in custom fields from your CRM
Qwilr supports two kinds of Variables: those that pull in text data like your client's name, and those that pull in visuals like images or videos. Let's look at the text-based kind first.
You can add Variables to a CRM Template at any stage. It's usually easiest to do this once you have some content in your Template.
While your CRM Template is open for editing, head to the top right corner. Click the Variables icon.
A list of the available Variables for your CRM will appear. Note that this list has two tabs. Use the one that's labeled for your CRM.
There are three methods for adding text-based Variables to your CRM Template - choose the one you like best.
Copying and pasting
To copy a Variable, click the Copy icon to the right of its title within the Variable dropdown menu. Then place your cursor where you want the Variable to be. Use your key command of Ctrl-V or Cmd-V to paste it.
Dragging and dropping
Alternatively, you can click on a Variable, drag it from the list, and then drop it at your desired location in the CRM Template.
The search bar helps you locate specific Variable. You can add as many Variables to a CRM Template as you need.
Typing variables
This option is great to use while you're writing your Template content. Anywhere in your Template, type 2 open curly brackets, like this: {{
That will bring up your Variable list within the Template, and you can choose the one you need.
Note: The Variables you have available will depend on the object you selected for your template, and whether you've associated records in your CRM tool.
Styling a text Variable
You can make any Variable bold or italic. Click on the Variable to bring up the editing toolbar, and then choose the style you want.
Tip: Want to change the style or color of a Variable? First, type some text next to the Variable and make the update Then, click the Update block icon and delete the text. The Variable will keep the styling you selected.
Adding Variables to pull in visuals
In addition to text fields, your Qwilr Template can also pull visual content from your CRM records. See the articles below for more details.
- Adding HubSpot Variables for images, videos, maps, and buttons
- Adding Salesforce Variables for image, videos, maps, and buttons
Note: Image Variables aren't currently available in our Zoho CRM integration.
Removing a Variable
To remove a Variable, click on it to bring up the editing toolbar. Then choose the trash can icon.
To remove a Variable for visual content, click on the top edge of its placeholder. Then click the icon to remove the Variable.
Changing the object for a CRM 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. Or, if you have a Lead Template created for Salesforce, maybe you want it to be an Opportunity 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 Variables icon.
The Variable 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 Variables in your template that need to be updated, you'll be prompted to do this as well.
Click Confirm to save the changes.
Deleting a CRM template
To delete your CRM template, tap on the More actions icon (either from your dashboard or Template directly) and choose Delete template.
Got questions about CRM Templates or Variable? Email our Support Team at help@qwilr.com!