Integrations / HubSpot

HubSpot

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Take your HubSpot workflows to the next level by automating the creation of key documents like invoices, quotes, contracts, and more. Save time, reduce manual errors, and keep your focus on growing your business while Documint handles the heavy lifting.

Connect Documint to HubSpot

Easily find and install the Documint app from the HubsPot marketplace. Add your API key, and you're ready to. go!

Choose or Create Your Template

Select from existing templates or build your own from scratch to fit your document needs. Customization is simple and flexible.

Preview & Generate in Seconds

Review a live preview of your document and, with one click, generate a ready-to-use PDF that instantly attaches to your HubSpot record. 

Automate with HubSpot Workflows

Create powerful workflows that automatically trigger document generation based on triggers that you define. 

Check out the full setup guide

You can find all the details you need to get started, right here

FAQ

More questions? Talk to us

How do I create documents from HubSpot deals?
Connect HubSpot to Documint and use deal data to automatically generate documents like proposals or contracts.
How do I use HubSpot data in my documents?
Map HubSpot properties (like contact, company, tickers, or deal fields) to your Documint template to populate documents dynamically.
Can I automate proposal generation in HubSpot?
Yes, you can trigger proposal creation based on deal stages or updates using integrations or workflows.
Can I use HubSpot custom object data in my documents?
Yes, Documint supports HubSpot custom object data. You can use it in your templates, but you’ll need to launch Documint from a standard object (like a contact, company, deal, or ticket) and then switch to your custom object inside the app to select the relevant record.
How are merges counted?
Each document created is counted as a merge. You can have unlimited variables in your template.
Can I create documents with watermarks?
Yes, watermarks can be added to any document template including images and dynamic text.
How is my data secured?
All data is encrypted in transit (TLS 1.3) and at rest. Documents are stored for a maximum of 24 hours then they are automatically deleted.