How to manage and select HubSpot Properties

How to manage and select HubSpot properties within your Portant Workflow

Did you know that you can conveniently handle all HubSpot fields using the Portant App and view a complete list of potential fields for your workflow? Moreover, you can seamlessly incorporate custom properties from your HubSpot account. 😀

In this article you will learn:

1. How to manage and select HubSpot properties within Portant

2. Inserting data from Labeled Contacts (or any Associated Object)

3. How to use "Labeled Contact Tags" within a template

4. How to use ""Labeled Tags" within the workflow email block

How to manage and select HubSpot properties within Portant

This guide dives directly into the management of HubSpot fields through a workflow. If it's your initial experience integrating HubSpot as a source with the Portant App, you may find valuable information in this accompanying article.

Initiate the process by navigating to the Source Block within your workflow and selecting the "Manage HubSpot Fields" option:

Following that, a modal will be displayed, presenting all the objects originating from your HubSpot account. Select the object you want to add properties from.

Select the dropdown button to unveil the properties associated with each object:

Note that you have the option to search for properties if the list is long.

Once you have chosen or deselected the properties for the desired object, just click "Save," and you're good to go!

Note: We now have a feature that lets you sort associated objects by field and order when used in data grouping tables. Simply click the dropdown button for each object, and you'll find this option at the bottom of the list:

Inserting data from Labeled Contacts (or any Associated Object)

You can use Association Labels for any connected objects in HubSpot

If you have multiple contacts associated with your Primary object, you can utilize labeled contact tags. These tags help you easily identify and organize which contact's properties you would like to place within your templates. For detailed instructions on creating and using association labels, refer to this HubSpot guide: Create and use association labels.

How to add an "association label" to a contact

How to use "Labeled Contact Tags" within a template

To include the names of your labeled contacts in your documents, you can use tags like {{Label: Contact First Name}} (where Label is the name of the Association Label) If you also want to include their last name, use the tag {{Label: Contact Last Name}}.

Warning - The tag must contain a space after the colon and before property name. e.g. ❌ {{Label:Contact Last Name}} (no space)

✅ {{Label: Contact Last Name}} (space after colon)

For instance, if your contacts are labeled as "First Signer" and "Co-Signer," the corresponding tags would be:

{{First Signer: Contact First Name}} {{First Signer: Contact Last Name}}

{{Co-Signer: Contact First Name}} {{Co-Signer: Contact Last Name}}

Where the Association-labels appear on contacts

How to use "Labeled Tags" within the workflow email block

Labeled tags are also incredibly useful when you need to automatically send a copy of the signed document to the signers. To achieve this, simply insert the labeled tags into the TO, CC, or BCC fields, following this format: {{Label: Contact Email}}

For example:

• {{First Signer: Contact Email}}

• {{Co-Signer: Contact Email}}

  

By using labeled tags in the email block, you ensure that all signers receive a copy of the completed document without manual intervention, streamlining the workflow efficiently.

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 [e-mail]

Thanks,

Blake and James