# 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FxrNPTeNJCYC1hgIsvajq%2FTemplate.png?alt=media&#x26;token=dd29bb67-87ff-448f-a84b-8a77a59eb3c9" alt=""><figcaption></figcaption></figure>

{% stepper %}
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### **Connect Documint & HubSpot**

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

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F26eyg4XUfDcamsekIWpe%2Fimage%201.png?alt=media&#x26;token=6d5521ce-acbd-4b95-a82a-b75057d51cef" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F3gQ9xOSCfkQrdiwJ3LPZ%2FHS%20QG.gif?alt=media&#x26;token=e228bec7-0dc5-412e-aff3-60f58b97d60e" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FFIK40xer7ZxCX81viktQ%2FHS%20API%20key.gif?alt=media&#x26;token=12784d6b-f004-4858-8fbf-1c1938dba61b" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FtacieW4YuRmi9ywZdbkS%2FHS%20QG%20API%20key%20save.gif?alt=media&#x26;token=66c6d907-70b0-4706-8908-ceebd8b89c45" alt=""><figcaption></figcaption></figure>
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{% 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FKsCvGGA2MGL7bEcLEPkC%2Flaunch%20documint%20HS.png?alt=media&#x26;token=ef5fe5cd-025f-4494-9f00-db62b01f98fd" alt=""><figcaption></figcaption></figure>
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{% step %}

### **Select Template**

Select the template you have cloned

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FsULWkupk2Eu026TvHBZj%2Fhs%20template%20select.png?alt=media&#x26;token=f7f29ebd-d1d7-46c0-89ca-f132b5852572" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Generate Document**

Choose your record and preview the document

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FokbngTMC2eBGMuT2rnhw%2Fhs%20record%20select.png?alt=media&#x26;token=2a2480ca-7d19-4211-9391-1dcd1030fbf2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FQLwu5EOLZehhXonc2Kbf%2Fhs%20template%20preview.png?alt=media&#x26;token=38eb1c57-5276-4231-a221-6ab40f866c54" alt=""><figcaption></figcaption></figure>
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### **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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2Fhk8chAAK4sh0QP85wKeX%2Fhs%20document%20generated.png?alt=media&#x26;token=f85ba74c-28f9-44cc-9424-23f3c5fdd97e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FXK7F7Qy5m1vEh0cgBXMQ%2Fimage%2033.png?alt=media&#x26;token=0ad18f8d-d3bf-4921-b244-4652f3d20f6e" alt=""><figcaption></figcaption></figure>

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