What the Integration Lets You Do
Pull contacts directly in Share flow: When sending a Storydoc, you can access your HubSpot contacts without leaving the editor.
Generate Storydocs from HubSpot: Create personalized Storydocs directly from HubSpot by clicking a button or setting up a trigger.
Track interactions in HubSpot: Storydoc activity can be synced back to HubSpot, giving you a clear view of how leads interact with your stories.
How to Connect HubSpot
Open the Integrations tab in Storydoc.
Go to the Connect CRM section and select HubSpot.
Click + Connect and log in with your HubSpot account.
Choose the correct account and confirm the connection. Each CRM has its own connection method, and HubSpot requires you to grant access to contacts and activity data.
Once connected, HubSpot will appear as Connected in your Integrations panel.
Important Notes
The integration is initiated from Storydoc’s side, so you won’t find Storydoc in HubSpot’s App Marketplace.
CRM integrations are available on some of the plans. Check the pricing page or speak with your account manager if you’re unsure.
Learn more here: HubSpot CRM Integration.