Where to find HubSpot Variables and how to use them

Follow

Polina Ismailova

• March 03, 2021 14:15

Working with PandaDoc, you probably already know that we support CRM Integrations. 

One of those integrations is Hubspot. 

One of the most common questions we hear is: “Where can I find HubSpot Variables/tokens?”

Let’s look into the flow step by step. 

1. Install the CRM Integration
2. Open your template and think about where you’d like to use CRM tokens
3. Open HubSpot
4. Scroll down to the PandaDoc module. Click on Actions > Show PandaDoc tokens

You will see a list of tokens you can use. 

! Important - if the value is not filled in, the information won’t be pulled into the PandaDoc template, because there’s simply nothing to pull. 

The more information you have in HubSpot - the more can be pulled into your templates and that will help you automate the process. 

In order to use the token, you need to copy the token name with square brackets and paste it into the PandaDoc template. 

Make sure you don’t copy the token value.

 Tokens will not work across all objects. See this article for more information. 

Once you have all of your tokens pasted into the template, now you can create a document and see how the tokens are populated with values from HubSpot. 

A detailed training video is available to see how you can create and send a document through the integration. 

Good Luck!

0

• 

  PaySteady Support

  • November 14, 2023 11:22

  Hello - is it possible to have the data sync two ways? Such that if a field if blank in the CRM and it's completed in PandaDoc, that it'll sync back to Hubspot? Or if a field is updated in PandaDoc that it will update that field in Hubspot?

  Thank you!

  0

  Comment actions Permalink
• 

  Christopher Ragland

  • November 14, 2023 14:41

  Hello PaySteady Support,

  Thank you for reaching out here in the Forums.

  We have new Hubspot automations that I believe may be of value to you here. Please click here to read about the automations and how to get them set up. 

  There is also a feature request in our ideal portal for a true two-way sync between PandaDoc and Hubspot. I will link it here and you may add another vote to the request, add any comments you'd like, and subscribe to receive updates regarding the status of the request.

  Let me know if you have any further questions and thank you for choosing PandaDoc. 

  0

  Comment actions Permalink

Please sign in to leave a comment.