Generate Documents from any Custom Object in HubSpot

Portant now supports document generation from any custom object in HubSpot, not just standard objects like Deals or Contacts.

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Portant now supports document generation from any custom object in HubSpot — not just standard ones like Deals or Contacts.

This means teams can now build document workflows around the way their CRM is actually structured — whether that includes onboarding records, subscription data, training modules, or project phases.

This page gives you a quick overview of what’s possible. For step-by-step setup instructions, head to the full guide linked below.

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What This Feature Enables

• Generate documents from any HubSpot custom object

• Pull in data from custom object fields and associated records (e.g. linked Contacts or Companies)

• Create documents manually from a record or automatically via HubSpot Workflows

• Build document workflows that match your team’s real process, not just HubSpot defaults

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Common Use Cases

CRM Object	Example Document
Implementation or Onboarding	Onboarding Pack
Subscription	Renewal Paperwork
Course	Training Completion Certificate
Engagement or Project	Project Summary Report
Event	Speaker Confirmation or Agenda

If it exists as a custom object in HubSpot, you can build documents around it with Portant.

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Where to Set It Up

Setup Location	When to Use
Inside HubSpot (via App Card or Workflow)	For triggering document creation from a record or automating with status changes
Inside Portant (Workflow Builder)	For designing templates, previewing outputs, or working with more complex logic

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Full Setup Guide (Click here)

Looking to implement this in your account? Follow the step-by-step walkthrough here: How to generate documents from HubSpot custom objects →

Need Help?

If you'd like help configuring a workflow or aren't seeing your custom object in Portant, contact us at [email protected] - we're happy to assist.