HubSpot and Salesforce: Adding Variables to Titles
When you're using our HubSpot or Salesforce integrations, it's a good idea to add at least one variable to the title of your template. That way, each page you create will have a unique title.
In this article:
Adding Variables to the title
You don't have to add a Variable to the template's title. Keep in mind, however, that without a Variable, every page you create from the template will have the same title. That can make it hard to keep them organized.
To create pages that have unique titles, you'll need a variable in the title of your template.
In the rest of your template, you'll use the Variable list for your CRM. But in the title, you'll need to type the Variable in manually.
The Variable text should be in 2 sets of curly brackets, like this:
(Enter your template title here): {{dealname}}
So, what do you put between those brackets?
Your CRM has specific formatting for this variable text. If you don't match that exactly, the variable will break. Here's where to find the correct formatting for your CRM:
HubSpot Variable format
The best way to find the correct formatting is in your HubSpot account. Click the Actions button in the Qwilr widget, and choose Show Tokens. You'll see a list of available variables in the correct format.
Copy the text from the list, and paste it between your curly brackets.
You can also tap on More actions and choose Copy API reference, then paste the result in the curly brackets.
Salesforce Variable format
Salesforce doesn't have an in-app reference, but you can use this list of commonly-used variables.
Need help? Reach out to us at help@qwilr.com.