# Generate Documents from any  Custom Object in HubSpot

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<figure><img src="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2FVZMql9iqI0yT2uhH0VMQ%2Fpika-1748252332761-1x.png?alt=media&#x26;token=465fb0b9-dd2f-4dc8-a19c-3dfa171cf214" alt=""><figcaption></figcaption></figure>

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**](https://docs.portant.co/portant-docs/sources/hubspot) (via App Card or Workflow) | For triggering document creation from a record or automating with status changes |
| [**Inside Portant**](https://docs.portant.co/portant-docs/sources/hubspot) (Workflow Builder)         | For designing templates, previewing outputs, or working with more complex logic  |

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### Full Setup Guide ([Click here](https://docs.portant.co/portant-docs/sources/hubspot))

<figure><img src="https://1896334337-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPksGGRu3iiruaw3YMfz1%2Fuploads%2F10rUQ9RRxrxvwIq0ZrIo%2Fpika-1748252337458-1x.png?alt=media&#x26;token=aec17bf4-b79a-4c1d-9fc9-892f3542d4be" alt=""><figcaption></figcaption></figure>

Looking to implement this in your account? Follow the step-by-step walkthrough here:\
[**How to generate documents from HubSpot custom objects →**](https://docs.portant.co/portant-docs/sources/hubspot)

### Need Help?

If you'd like help configuring a workflow or aren't seeing your custom object in Portant, contact us at <support@portant.co> - we're happy to assist.