How to connect a HubSpot data source

In today's fast-paced business environment, data is a crucial component of decision making. One of the most powerful tools for harnessing data is HubSpot, a comprehensive marketing, sales, and service platform. But did you know that HubSpot data can also be used as a data source for Portant? This article will explore the various ways in which HubSpot data can be used to create customized documents, from sales proposals to customer invoices.

In this article you’ll learn how to:

1. Login to Portant and create a workflow
2. Select HubSpot as your Workflow Source
3. Install the Portant HubSpot App and link your accounts
4. Format and customise your document template
5. Generate your first document

Login to Portant and create a workflow

If you don't already have a Portant account you can sign up for one for free here: app.portant.co/signup

After you have signed up, click the blue button in the top right hand corner: New Workflow.

Select HubSpot as your Workflow Source

The next step is to select HubSpot as the source for your workflow.

Install the Portant HubSpot App and link your accounts

If this is the first time you have selected HubSpot as a Source, then you will be asked to install Portant's HubSpot App.

This will allow Portant to source data from HubSpot to customise your documents. If you ever need to change or remove the connection you can on Portant's permissions page here: https://app.portant.co/settings/permissions

Format and customise your document template

When you have successfully connected Portant to HubSpot your workflow will look like this:

The next step is to connect a document template. You can do this by clicking the Connect button in the right panel. Here you can select to connect a Google Doc, Slides or even email template to be customised and generated from HubSpot data.

When you have picked your document template, you can customise it by placing HubSpot tags from the Source table into the document. To insert a tag, click Copy and then insert your cursor where you'd like the tag to be placed and hit CTRL + V or CMD(⌘) + V

You can also customise the file name in the right panel and select if you'd like the document to be saved as a PDF.

Note: All PDFs in the Free tier have a Portant watermark in the footer. To remove the watermark, please upgrade to our Teams or Pro plans

Generate your first document

After you have customised the template and are happy with the formatting, it's time to generate your first document.

To generate a document, navigate back to HubSpot and open a deal.

Open HubsSpot > Open a Deal

Then Portant will appear in the right panel, here:

To generate a document. Click Actions and then click your workflow name

This will start the document generation process. It will take a few seconds to generate the document. Please refresh your page and you will see the document link appear in the side bar above the action button. The same document will also be saved in a new folder created in your google drive.

That's all there is to it, you've just set up a document workflow using a HubSpot as a data source.

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 contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James