HubSpot Integration
HubSpot Record Blocks
Embed live HubSpot records directly into your documents with automatic updates
What are Record Blocks?
Record blocks are special content blocks that display HubSpot CRM data directly in your documents. They stay synchronized with HubSpot, showing real-time information without manual updates.
How to Insert Record Blocks
Method 1: Slash Command
- 1Type / in your document
- 2Search for "hubspot" or scroll to the HubSpot section
- 3Select the record type (Contact, Company, Deal, etc.)
- 4Search and select the specific record
Method 2: Direct Commands
Type these commands directly:
/hubspot contact→ Insert a contact
/hubspot company→ Insert a company
/hubspot deal→ Insert a deal
/hubspot ticket→ Insert a ticket
Available Record Types
👤 Contact Records
Display individual contact information
Common Properties:
- • Name & Email
- • Company Association
- • Phone Numbers
- • Lifecycle Stage
- • Custom Properties
🏢 Company Records
Show company details and metrics
Common Properties:
- • Company Name
- • Industry & Size
- • Revenue
- • Associated Contacts
- • Domain & Website
💰 Deal Records
Track deal progress and details
Common Properties:
- • Deal Name & Amount
- • Stage & Pipeline
- • Close Date
- • Deal Owner
- • Line Items
🎫 Ticket Records
Display support ticket information
Common Properties:
- • Ticket Name & ID
- • Status & Priority
- • Category
- • Assigned Agent
- • SLA Status
⚙️ Custom Objects
Display any custom object from your HubSpot
Examples:
- • Projects
- • Invoices
- • Subscriptions
- • Locations
- • Any custom schema
📦 Products & Line Items
Show product catalog and pricing
Common Properties:
- • Product Name & SKU
- • Pricing
- • Quantity
- • Discounts
- • Total Amount
Configuring Record Blocks
Block Settings
Display Options
Show HeaderDisplay record type and name
Compact ModeMinimal view with key fields only
Show AssociationsDisplay related records
Enable RefreshAllow manual data refresh
Property Selection
Click the settings icon on any record block to:
- • Choose which properties to display
- • Reorder property display
- • Set custom labels for properties
- • Apply formatting (dates, currency, etc.)
- • Hide empty values
Live Data Synchronization
How Live Updates Work
- • Data refreshes automatically when you open a document
- • Manual refresh available with the refresh button
- • Changes in HubSpot appear in documents within seconds
- • Offline mode shows cached data with sync indicator
Permissions & Security
Important Security Notes
- • Users only see HubSpot data they have permission to access
- • Record blocks respect HubSpot's object-level and property-level permissions
- • Sharing a document doesn't grant HubSpot access to viewers
- • Each user must connect their own HubSpot account to see data
Practical Examples
Example 1: Sales Proposal
# Proposal for [Company Name]
/hubspot company "Acme Corp"
## Current Opportunity
/hubspot deal "Q4 Enterprise Deal"
## Key Contacts
/hubspot contact "John Smith"
/hubspot contact "Jane Doe"
Example 2: Customer Success Report
## Account Overview
/hubspot company "Customer Name"
## Open Support Tickets
/hubspot ticket "Recent Issue"
## Renewal Opportunity
/hubspot deal "2024 Renewal"
Troubleshooting
Record not loading?
- • Check your HubSpot connection in Settings
- • Verify you have permission to view the record in HubSpot
- • Try refreshing the block with the refresh button
Missing properties?
- • Some properties may be hidden based on HubSpot permissions
- • Custom properties need to be enabled in block settings
- • Check if the property has a value in HubSpot
Data not updating?
- • Click the refresh button to force an update
- • Check your internet connection
- • Verify the record still exists in HubSpot
💡 Best Practices
- • Use descriptive property labels for clarity
- • Hide empty fields to keep documents clean
- • Group related records together for context
- • Enable compact mode for overview documents
- • Test permissions by viewing as different users