HubSpot Quickstart Guide

Clone "Certificate - HS Contact" Template

Clone the "Certificate - HS Contact" template into your Documint account by clicking the button below.

Clone "Certificate - HS Contact"

Connect Documint & HubSpot

To add Documint's app, just go here and install it.

Install Documint's App

Grant permissions and Connect App

In Documint, go to integrations and create the API key to connect with HubSpot. Don't forget to copy it.

Back in HubSpot, go to Integrations, then Connected Apps. Go to Documint, click on General Settings, and then the Add/Edit API key button. Paste the API key in the pop-up and save it

Launch Documint from Contacts

Open a Sample Contact, and you'll see that the Documint app will appear here in the right pane

[SCREENSHOT OF DOCUMINT'S APP IN THE CONTACT]

Select Template

Select the template you have cloned

[SCREENSHOT OF TEMPLATE GALLERY IN HS]

Generate Document

Choose your record and preview the document

[SCREENSHOT OF CONTACT'S LIST]

Check where it's attached

After you checked that the information merged correctly with the template, generate the document by clicking the Generate button. It will be saved, and you can see that in Notes and also in Attachments.

[GIF OF THE DOCUMENT BEING GENERATED]

And that's it, you have just generated your first document! 🎊