HubSpot

Use HubSpot data to generate proposals, quotes, contracts, invoices and onboarding packs straight from a deal, contact, company, ticket or custom object. This page gives you a quick overview of the integration and points you at the right guide for each step:

Start here

If you're setting up the integration for the first time, follow these in order:

1. Install the Portant app in HubSpot and grant the permissions you need.
2. Add the Portant app cards so you can run workflows from inside HubSpot records.
3. Create a document in HubSpot by setting up your first workflow and generating an output.

Build your workflow

Once the app is installed, these guides cover the rest of the setup:

• Manage and select HubSpot properties to choose which fields are available in your templates.
• Full list of available HubSpot properties for reference when you're picking tags.
• Generate documents from any custom object in HubSpot if your CRM uses custom objects like Subscriptions or Onboarding records.
• Run a workflow from an associated object so a workflow can be started from a related record, not just its own object type.
• Add multiple line items into a single document for quotes, invoices and contracts.

Automate and trigger

• Trigger HubSpot workflows from Portant using document statuses like Signed, Sent or Approved.
• Add a Portant action to a HubSpot workflow to generate documents automatically when a HubSpot trigger fires.
• Add deal tags using Portant document statuses so deals are visually labelled when documents are signed.
• Review and approve documents in HubSpot without leaving the record.

Sign and capture data

• Portant eSignatures + HubSpot for sending signature requests to HubSpot contacts. Full eSignatures docs live in the eSignatures section.
• Capture data back to HubSpot with HubSpot capture fields so signers fill in fields that update your CRM.

Find your documents

• How to view created documents in HubSpot covers the app card, activity feed, custom properties and attachments.
• Document records in HubSpot turns every contract, quote and invoice into its own record, so you can report on contracts signed per month, quotes per deal and stalled signatures, and automate off them.

Disconnect HubSpot

To remove the integration, go to Portant Settings → Permissions, click Manage next to HubSpot, then click Disconnect Portant from HubSpot. To remove the app from HubSpot itself, open the HubSpot App Marketplace, click Manage apps, then choose Actions → Uninstall under Portant.

Removing the app from HubSpot doesn't delete anything from your Portant account or your Google Drive. If you want a full data deletion, email contact@portant.co and we'll handle it within two business days.