Creating CRM Templates with Tokens
With our Tokens feature, you'll be able to quickly create CRM templates for our HubSpot and Salesforce integrations and then add CRM tokens to pull client data into your Qwilr Pages.
In this article:
*Links to a separate article
Creating a CRM template
Step 2. Next, you'll want to create a template page. To get started with that, create a Qwilr Page. You can start from scratch, use one of our pre-designed templates and make your modifications, or work with your Account Manager if you are on an Enterprise plan.
Step 3. Now that you have a page created, click on the Tokens icon at the top right corner.
Step 4. Use the dropdown menus to select your CRM tool, and then select an object.
If you use HubSpot, you can choose one of these objects:
If you use Salesforce, you can choose one of these objects:
By setting an object, you're defining where in your CRM tool your template will be available. You're also defining what tokens will be available to add to your template.
So for example, if you're connected to HubSpot and 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. If you opt for the Deal object, then your template will be available from within Deals and you'll be able to use Deal tokens.
Step 5. When you've selected your CRM tool and object, click Convert to Template. Then click Keep Editing, so you can add some tokens.
Adding a token
It's usually best to add tokens once you've placed some text in your template.
You'll see a list of available tokens appear on the right side of the editor. (If not, click the Tokens icon again to bring it up.) 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.
Note: The tokens you have available depend on the object you selected. In HubSpot, if you are using your template on a Deal or Company record, for example, you won't have access to Contact tokens. This is because deals and companies can have multiple contacts, and the token can't automatically know which contact you're referring to. If you want to pull in contact data, you'll want to create a template for the Contact object.
If you're creating a Salesforce template for the Opportunity object, however, you can access one Contact token: Primary Contact.
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.
Changing the object for a template
Sometimes you convert a template for Contacts, but then realize you want to use it with Deal or Opportunity 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 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.