# HubSpot Quickstart Guide

### **Clone** "Certificate - HS Contact" **Template**

Clone the "Certificate - HS Contact" template into your Documint account by clicking the button below.&#x20;

<p align="center"><a href="https://app.documint.me/templates/697d2a514c6b5b4bad8bb84c/clone" class="button primary" data-icon="clone">Clone "Certificate - HS Contact"</a></p>

<figure><img src="/files/K8iwQywBzhyo4RB5VH5y" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}

### **Connect Documint & HubSpot**

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

<figure><img src="/files/qiJPeBwnR78y8yvIfjLs" alt=""><figcaption></figcaption></figure>

<p align="center"><a href="https://app.hubspot.com/marketplace/50782869/listing/documint" class="button primary" data-icon="globe-pointer">Install Documint's App</a></p>

Grant permissions and Connect App

<figure><img src="/files/5NPXrq83hpwfRUDT8NuB" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/BSIlstfiooAlSR0sTkMp" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/iDeOXf20eqndCXFIFyUZ" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Launch Documint from Contacts**

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

<figure><img src="/files/eSZrhN2MUx236Dcml3vR" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Select Template**

Select the template you have cloned

<figure><img src="/files/Bjyo2TG1Q0yfAAKdYnhK" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Generate Document**

Choose your record and preview the document

<figure><img src="/files/sRSpDMVwdd0uYj9CnWdm" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/qAlwL5mQpw5YQosTBbci" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Check where it's attached**

After you have 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.

<figure><img src="/files/Aq4mLZMjWWwBwH1TGLBh" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ewEZwBuiwluqGUKerwCm" alt=""><figcaption></figcaption></figure>

And that's it, you have just generated your first document! 🎊
{% endstep %}
{% endstepper %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
