HubSpot: FAQ

In this article:

• How to fix the "Unauthorized" error when connecting Qwilr with HubSpot?
• What to do when my Templates are not showing?
• Why aren't the Deal Owner and Contact Owner Tokens working?
• Can I embed a HubSpot Form in my page?
• How to create a 'Today's date' date property?
• Can my HubSpot deal records be updated automatically?

How to fix the "Unauthorized" error when connecting Qwilr with HubSpot?

If you're encountering an "Unauthorized" error while trying to connect Qwilr and HubSpot, here are some steps to resolve it.

Things to check:

1. Do your email addresses match in both Qwilr and HubSpot?

Make sure you're using the same email for both accounts. The e-mails have to be identical for the integration to work correctly.

1. Do you have the right access permissions?

You’ll need Admin access in Qwilr and Super Admin access in HubSpot to connect the integration.

1. Are you on a desktop or laptop?

Qwilr only works on desktop or laptop computers, so using a mobile device could cause issues.

After checking these steps, let's take a look at your cookie settings, as third-party cookies can often cause issues.

• Safari users

For Safari, you will need to enable third party cookies. Go to the Safari app on your Mac. Choose Safari > Settings, then click Privacy. Next to Website tracking make sure the box Prevent cross-site tracking is disabled.

• Chrome users

In Chrome, go to Settings > Privacy and security > Third party cookies and ensure cookies are allowed for both Qwilr and HubSpot.

What to do when my Templates aren't showing?

If your templates aren’t displaying, here are some steps to help you troubleshoot the issue:

1. Check your email addresses:

   Do your Qwilr and HubSpot account emails match? They need to be identical for the integration to work correctly.

2. Check the Template type:

   Confirm that your Template is a CRM template and not a Qwilr template. You can do this by clicking on the Tokens tool to check if it has been converted for HubSpot.

   Here's how you can create a CRM Template.

3. Correct HubSpot record:

   Are you accessing the template from the appropriate HubSpot record? For example, if it’s a Deal template, make sure you’re viewing it from a Deal record.

4. Template permissions:

   Do you have permission to access this template? If you're an admin, you should have access. If you're a Creator, ensure you have the necessary permissions to view the template.

5. Check for manually-typed Tokens

   Review the text of the template to ensure that you haven’t included any manually-typed tokens. Our integration can only read manually-typed tokens in the title of the template. If they appear anywhere else, the template may not be visible. A quick way to check is by pressing Ctrl+F to search the page for the curly bracket symbol: {.

Why aren't the Deal Owner and Contact Owner Tokens working?

Our HubSpot integration will display a Deal Owner token in the token list of a Deal template. (There's also a Contact Owner token for Contact templates.) But these tokens will only pull in a number, not a name. Unfortunately, HubSpot has the normal Deal Owner and Contact Owner fields on a different API than the one we access for our integration. We don't have access to pull in the names of a Deal or Contact owner.

Luckily, there is a workaround for this!

• A new deal property can be created called "deal owner full name". 
• Then use a hidden HubSpot field to dynamically fill out the written name of the user.
  • The dynamic field is named {{ deal.hubspot_ower_id.fullname }}
• Then you can utilize a workflow as the images below:

Can I embed a HubSpot Form in my page?

To embed your HubSpot Form, grab the Share Link for the form when you publish it.

When you paste the Share link into the Embed Block, the form will display in your Page and your customers will be able to enter responses. The responses are collected in your HubSpot account.

How to create a 'Today's date' date property?

Log into your HubSpot account, go to Automations > Workflows, and make sure to select "Schedule" before creating your workflow.

After completing that, here’s the recommended workflow:

Can my HubSpot deal records be updated automatically?

Yes, of course! You can create many automations between Qwilr and HubSpot. When a Qwilr page changes state (e.g., accepted, declined, or expired), you can automatically update related HubSpot deal records. These automations allow you to update fields like the deal pipeline stage, close date, or amount. You can learn more about the Automations feature here: Automations: HubSpot

Do you have any other questions regarding the HubSpot integration? Don't hesitate to contact us at [email protected]!