Install the Portant app in HubSpot

Install the Portant app from the HubSpot App Marketplace, then grant the permissions you need to generate documents from your CRM. This page covers what's required, what's optional, and how to disconnect.

Install the app

Go to the Portant listing on the HubSpot App Marketplace and click Install app.

Once the app is installed, you can create your first workflow and generate a document.

Required HubSpot permissions

You need a few permissions on your HubSpot user before you can install the app. If any are missing, HubSpot will block the install.

App marketplace access

Lets you install third-party apps. Without this you can't add Portant.

CRM objects

These give Portant access to your records. View (Read) is used to fetch data for an automation. Edit (Write) is used to save document details back to the related record.

• Contacts
• Companies
• Deals

Edit property settings

Lets Portant create the custom properties used to save document links, statuses, and other output details to HubSpot.

Optional HubSpot permissions

These aren't required to install Portant, but each one unlocks a specific feature.

Contact lists

Lets Portant run an automation against an entire HubSpot list of contacts. View access is enough.

Custom properties

Lets users create and edit custom properties on existing HubSpot objects. Portant uses this to add the custom properties that store document statuses and links.

HubSpot users information

Lets Portant convert HubSpot user IDs into readable names and emails (often used for the "owner" of a deal or other record).

HubSpot custom objects

Only needed if you've added custom objects to your HubSpot account. Custom objects are an Enterprise feature.

This lets Portant fetch data from custom objects when they're associated with the primary object in an automation. View access is enough. In the example below, "Ducks" is a custom object.

Notes (for saving PDFs as attachments)

Lets Portant save generated PDFs as attachments on the HubSpot record. Grant access to the Notes permission to enable this.

Portant actions in HubSpot workflows

If you want to run a Portant workflow as a step inside a HubSpot workflow, you need this. There's a quirk in HubSpot: even though there's a granular workflow permission, "Super Admin" is currently required to set up an app action. We've made this optional because of that.

Note: Once a user has set up the action with Super Admin permissions, you can revert their permission and they'll still be able to use Portant automation actions.

Disconnect Portant from HubSpot

To disconnect:

1. Go to Portant Settings → Permissions.
2. Click Manage next to HubSpot.
3. Click Disconnect.

To uninstall Portant from HubSpot itself:

1. Open the HubSpot App Marketplace.

2. Click Manage apps.

   

3. Click Actions → Uninstall under Portant.

   

Uninstalling removes the Portant app from HubSpot. It 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.