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How to Use the HubSpot Integration

Storydoc’s HubSpot integration lets you personalize Storydocs with HubSpot CRM data and access Storydoc links and engagement context from within HubSpot.

Written by Jack
Updated over 2 weeks ago

Connect HubSpot to Storydoc

  1. In Storydoc, open Integrations from the left sidebar.
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  2. At the top, select Connect CRM.

  3. Find HubSpot and click + Connect.

  4. Complete the HubSpot authorization flow and confirm access.

Use HubSpot variables inside the Storydoc editor

Use this when you want content in your deck to automatically pull from HubSpot (for example, company name, close date, annual revenue).

  1. Open a Storydoc in the editor.

  2. Select the text element you want to personalize.

  3. Click Variables in the top toolbar.

  4. Select HubSpot variables.

  5. Choose the Type you want to map:

    • Contact

    • Company

    • Deal

  6. Choose a Token (property) from the list.

  7. Insert the token into your content.

Create a personalized version using HubSpot records

Use this when you want to generate a personalized version for a specific HubSpot record.

  1. In the editor, click Share.

  2. Open Personalized versions.

  3. Click + Create version.

  4. In the Version title field, search for and select a HubSpot record:

    • Contact

    • Deal

    • Company

  5. Review the mapped variables and click Create a version.

Generate a Storydoc from a HubSpot record (inside HubSpot)

Once the integration is connected, you can create a Storydoc directly from HubSpot records (contacts, deals, and companies).

  1. In HubSpot, open the record you want to personalize (for example, a contact).

  2. Add the Storydoc card to the record sidebar:

    1. Click Customize record.

    2. Select Add right sidebar cards.

    3. Search for Storydoc and click Add card.
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  3. In the Storydoc card, click Create a version.

  4. Select the Storydoc template you want to use.

  5. Complete the version creation in the Storydoc window.

    • In the final step, you can:

      • Copy the Storydoc link (share link)

      • Open the version to edit it in the Storydoc editor
        ​

Find the Storydoc links in HubSpot

After you create a version from a record, Storydoc saves the links in two places so you can access them quickly or reuse them for automation.

Option 1: Find links in the Storydoc card

  1. Open the HubSpot record where you created the version.

  2. In the Storydoc card, copy or open:

    • Storydoc link (the share link)

    • Storydoc editor link (the editing link)

Option 2: Find links in record properties

HubSpot also stores the same links as record properties, so they can be used in workflows, sequences, and other HubSpot automations.

  1. Open the HubSpot record.

  2. In the left panel, scroll to the record properties.

  3. Look for:

    • Storydoc link

    • Storydoc editor link

Use Storydoc links in HubSpot workflows and sequences

Because Storydoc link and Storydoc editor link are saved as HubSpot properties, you can insert them into automation steps.

Examples:

  • Add the Storydoc link as a personalization token in sales emails or sequences.

  • Copy the Storydoc link into tasks so reps always send the right version.

  • Use the properties in workflows to route follow-ups based on whether a link exists on the record.

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