HubSpot Integration
HubSpot CRM Integration
Seamlessly embed live HubSpot data into your documents and keep everything in sync
Live Data Integration
DocsHub connects directly to your HubSpot account, allowing you to embed contacts, companies, deals, and custom objects that update in real-time.
Why Connect HubSpot?
Single Source of Truth
No more copy-pasting data. Your documents always show the latest information from your CRM.
Auto-Updates
When data changes in HubSpot, your documents update automatically. No manual syncing required.
Secure Connection
OAuth 2.0 authentication ensures your data is secure. We never store your HubSpot credentials.
Powerful Queries
Filter and display exactly the data you need with advanced query capabilities.
Supported HubSpot Objects
Standard Objects
- ✓ Contacts
- ✓ Companies
- ✓ Deals
- ✓ Tickets
- ✓ Tasks
- ✓ Notes
- ✓ Meetings
- ✓ Calls
Sales Hub
- ✓ Quotes
- ✓ Line Items
- ✓ Products
- ✓ Playbooks
- ✓ Goals
Custom Objects
- ✓ Any custom object
- ✓ Custom properties
- ✓ Associated records
- ✓ Custom pipelines
HubSpot Block Types
📇 Record Blocks
Display individual records like contacts, companies, or deals with formatted property values.
📊 Data Tables
Query and display multiple records in a sortable, filterable table format.
🏷️ Inline Fields
Insert individual field values directly into your text that update automatically.
Common Use Cases
Sales Documents
- →Proposals with live deal information and pricing
- →Contracts that pull customer data automatically
- →Account plans with company and contact details
Customer Success
- →QBRs with ticket history and support metrics
- →Onboarding documents linked to customer records
- →Success plans with goal tracking
Marketing & Operations
- →Campaign reports with lead data
- →Event planning with attendee lists
- →Process documentation with live examples
Getting Started with HubSpot
Connect Your Account
Navigate to Settings → Integrations and click "Connect HubSpot"
View detailed instructions →Insert Your First Block
In any document, type /hubspot to see available blocks
Learn about record blocks →Configure and Customize
Select which properties to display and how to format them
Explore field options →⚡ Pro Tip
HubSpot data in your documents respects your HubSpot permissions. Users will only see data they have access to in HubSpot, ensuring security and compliance.
Ready to connect HubSpot?