HubSpot

In today’s fast-paced business environment, data plays a key role in driving smarter decisions. HubSpot, a leading platform for marketing, sales, and service, is a powerful repository of business data. But did you know you can also use that data to automate document creation in Portant? In this guide, you’ll learn how to connect HubSpot to Portant and use your CRM data to generate personalized documents like proposals, quotes, and invoices.

In this article, you’ll learn how to:

1. Log in to Portant

2. Connect your HubSpot account to Portant

3. Set HubSpot as your workflow source

4. Connect and customize your document template

5. Manage HubSpot fields used in your documents

6. Generate your first document

7. Disconnect HubSpot from Portant

Log in to Portant

If you don't have a Portant account yet, you can sign up for free here: app.portant.co/signup

Connect Your HubSpot Account to Portant

Click the Settings icon in the bottom-left corner.

Go to the Integrations tab, locate HubSpot and click Connect.

Click Connect HubSpot to Portant and follow the authorization steps.

Once your accounts are linked, you’ll be ready to create workflows powered by HubSpot data.

Once connected to HubSpot, go back to the main Portant page (app.portant.co) and click the blue “+ Add Workflow” button in the top-right corner of the dashboard to get started.

Set HubSpot as Your Workflow Source

Choose HubSpot as your source when setting up your workflow.

Select a primary object, such as:

• Contacts

• Companies

• Deals

• Tickets

• Custom Objects (NEW)

  

Custom Objects and any items from your HubSpot Object Library will appear below the primary ones.

Note: If some objects from the Object Library appear greyed out, make sure they are enabled in your HubSpot account.

After selecting your source, name your workflow, pick an icon and color, and click Create.

Connect and Customize Your Document Template

Click Add Template.

Choose your template type:

• Google Docs

• Google Slides

• (Advanced) Fillable PDFs

• Google Sheets

  

Choose how to create your template:

• Select Google Docs/Slides file: Use an existing file from Google Drive.

• New Google Docs/Slides file: Start with a blank document.

Once selected, click Select to confirm your template.

Customize your template by inserting HubSpot tags directly from the Source Table:

• Click Copy beside a tag.

• Paste the tag (CTRL+V or CMD(⌘)+V) into your template.

You can also customize the Output Name and choose export formats such as PDF and others.

Note: Documents exported as PDFs on the Free plan include a Portant watermark. Upgrade to Teams or Pro to remove it.

EXPLORE: Ready-made templates available here: app.portant.co/templates

Manage Your HubSpot Fields

HubSpot contains many properties—including custom ones—that you can include in your workflows.

Click Manage HubSpot Fields:

Next, you’ll see a list of all available objects and their properties. Click on an object to view its associated properties.

Select the fields you need and click Save

You can also sort associated objects by field and order—for example, to include Line Items in Deals.

Generate Your First Document

Once your workflow and template are set, head over to HubSpot, open your object (e.g., a Deal). Then, locate the Portant App Card in the right-hand panel.

Click Generate/Actions, then choose your workflow.

Note 1: Workflows only appear for the corresponding primary object selected in Portant.

Note 2: If you don’t see all the Portant App Cards in your HubSpot account, here’s how to easily add them: Learn more.

A modal will appear. Select any associated objects (e.g., Contacts or Line Items) and click Start Automation.

The document will be created in a few seconds.

You will then see the generated output document displayed in the modal. A copy of the document will also be automatically saved in a newly created folder in your Google Drive.

That's all there is to it, you've just set up a document workflow using a HubSpot as a data source!

Want to add eSignatures? Check out this guide: Portant + HubSpot eSignatures

Disconnect HubSpot from Portant

To disconnect your HubSpot account:

1. Visit Portant Settings > Permissions

2. Click Manage next to HubSpot

3. Click Disconnect Portant from HubSpot

To fully uninstall Portant from HubSpot:

1. Open the HubSpot App Marketplace

2. Click Manage apps

3. Select Actions > Uninstall under Portant

After you have completed this, the Portant App will be removed from your HubSpot account. This will not remove any data from your Portant account, or documents from your Google Drive. If you would like to completely remove all your data from Portant and delete your account, please send a data deletion request to this email [email protected], and your data will be deleted within two business days.

Feedback and feature suggestions

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at [email protected].