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Installing and Setting Up the Marq HubSpot Integration

The Marq HubSpot integration enables your sales and marketing teams to create personalized, on-brand content directly from HubSpot deal records. This comprehensive guide walks you through installation, configuration, and setup of all key features including smart fields, template filtering, line items, and collaboration settings.

What You'll Learn

  • How to install the Marq app in HubSpot
  • Authorizing and connecting your Marq account
  • Adding the Marq card to deal records
  • Configuring smart fields for data personalization
  • Setting up template filtering by deal stage
  • Creating templates with line items and pricing
  • Configuring collaboration and download settings

Part 1: Installing the Marq App

Follow these steps to install the Marq application in your HubSpot account:

Access the Marq App Marketplace

  1. Go to marq.com
  2. Log in to your Marq account
  3. Navigate to the App Marketplace
  4. Scroll down to find the HubSpot app
  5. Click Install HubSpot

Authorize the Connection

You'll be prompted to authorize the connection between Marq and HubSpot:

  1. Select your intended HubSpot organization from the list
  2. Review the permissions that Marq will need to access
  3. Click Authorize to grant access
  4. Wait for the connection confirmation

Tip: Make sure you have administrative access to both your Marq and HubSpot accounts to complete the installation. If you don't have the necessary permissions, contact your system administrator.

Confirm Successful Installation

Once authorization is complete, you'll see a success message confirming that HubSpot is now connected to Marq. You can now proceed to configure the app within HubSpot.

Part 2: Adding the Marq Card to Deal Records

After installation, you need to add the Marq interface to your HubSpot deal records:

Navigate to Your Deal Records

  1. In HubSpot, go to the account you just installed Marq in
  2. Select Deals from the main navigation
  3. Create a new deal or open an existing deal record

Customize the Record View

To add the Marq app to your deal record interface:

  1. Click on the View settings to customize the record
  2. Click the plus icon (+) to add a new tab
  3. Name the tab "Marq" or your preferred label
  4. Click Add Cards
  5. Under the Apps section, select the Marq app
  6. Click Save to apply your changes

Connect Individual User Accounts

Once the Marq card is added to the deal record, each user needs to connect their individual Marq account:

  1. Users will see a Connect button in the Marq card
  2. Click Connect to link their personal Marq account
  3. This allows them to see templates specifically shared with them
Important: Each team member must connect their own Marq account to see and create content from HubSpot. This ensures they have access to the templates shared with their user account.

Part 3: Configuring Smart Fields

Smart fields enable automatic data personalization by pulling HubSpot deal data into your Marq templates.

Access Marq Settings in HubSpot

  1. In HubSpot, navigate to Connected Apps
  2. Find and select Marq from your connected apps list
  3. Scroll to the bottom of the page
  4. Look for the Configure Filters and Data setting

Map HubSpot Fields to Smart Fields

This is where administrators set up which HubSpot data fields will be available in Marq templates:

  1. Select the record type (e.g., Deal)
  2. Choose HubSpot fields you want to use in templates (e.g., Deal Name, Company Name, Amount)
  3. These fields will become available as smart fields in Marq
  4. Click Save to confirm your mappings

Pro Tip: Start with commonly used fields like Deal Name, Company Name, and Contact Name. You can always add more fields later as your team's needs evolve.

Create a Template with Smart Fields

Now create a template that uses your configured smart fields:

  1. Click Create from New Template in the Marq card
  2. Choose Start from Scratch or select an existing template
  3. Name your template
  4. In the template editor, select the HubSpot Deals tab in the data panel
  5. Drag smart fields onto your template (e.g., Deal Name)
  6. Format and style the smart fields as needed
  7. Click Save Template

Share the Template

Make the template available to your HubSpot users:

  1. After saving, click Share Template
  2. Share with your HubSpot team (use the team name you configured)
  3. This makes the template available in HubSpot deal records

Test Smart Field Population

Verify that smart fields are working correctly:

  1. Return to your HubSpot deal record
  2. Click Resync Templates if your new template doesn't appear immediately
  3. Click Create on your template
  4. Verify that the smart field automatically populates with data from the deal record
Data Refresh: Template lists normally refresh every 24 hours, but you can force an immediate refresh by clicking the "Resync Templates" button in the Marq card.

Part 4: Setting Up Template Filtering

Template filtering allows you to show specific templates based on deal stage, industry, or other criteria, ensuring users only see relevant content.

Understanding Template Filtering

Template filtering works by:

  • Matching HubSpot field values (like Deal Stage) to Marq template categories
  • Showing only templates assigned to the current field value
  • Updating automatically when the field value changes

Create Categories in Marq

First, set up categories in Marq that match your HubSpot values:

  1. In HubSpot, navigate to your Pipelines settings
  2. Copy the stage names from your pipeline (e.g., "Appointment Scheduled," "Qualified to Buy")
  3. In Marq, create template categories with these exact names
  4. Assign templates to the appropriate categories

Important: Category names in Marq must exactly match the field values in HubSpot for filtering to work correctly. Pay attention to capitalization and spacing.

Configure Filtering Mapping

Map your HubSpot field to your Marq categories:

  1. In HubSpot, go to Connected Apps Marq
  2. Navigate to Configure Filters and Data
  3. Select the field you want to filter by (e.g., Deal Stage)
  4. Map it to the corresponding category system in Marq
  5. Click Save Mappings

Test Template Filtering

Verify that filtering works correctly:

  1. Return to a deal record in HubSpot
  2. Click Resync Templates to update the template list
  3. Note which templates appear for the current deal stage
  4. Change the deal stage to a different value
  5. Observe that the template list updates to show only templates assigned to the new stage

Disable Filtering (Optional)

If you want all templates to appear regardless of deal stage:

  1. Go to Marq settings in HubSpot Connected Apps
  2. Click the X next to your filter mapping
  3. Click Save Mappings
  4. All templates will now appear regardless of field values

Part 5: Setting Up Line Items and Pricing

The line items feature enables you to create dynamic quotes and proposals that automatically populate product information and pricing from HubSpot.

Create Products in HubSpot

First, ensure you have products set up in HubSpot:

  1. In HubSpot, navigate to Products
  2. Create your products with names and pricing
  3. Save each product

Add Line Items to a Deal

  1. Open a deal record in HubSpot
  2. Navigate to the Line Items section
  3. Add the products you want to include in the quote
  4. Set quantities and any custom pricing
  5. Save the deal

Create a Template with Line Items

Build a template that displays line item data:

  1. Create a new template in Marq or open an existing one
  2. Design a table structure for your line items (product name, quantity, price, total)
  3. Add smart fields from the HubSpot Deals tab
  4. Map fields to your table:
    • Line Item Name Product name column
    • Line Item Price Price column
    • Line Item Quantity Quantity column (if applicable)
    • Line Item Total Total column
  5. Add a field for Total Contract Value or total amount
  6. Save the template

Design Tip: You can copy an existing table structure to save time, then replace the placeholder content with smart fields. This ensures consistent formatting.

Test Line Item Population

  1. Return to your deal record in HubSpot
  2. Ensure the deal has line items added
  3. Create a project from your line item template
  4. Verify that product names, pricing, and totals populate correctly

Update Line Items Dynamically

Line items update automatically in your projects:

  1. Add or modify line items in the HubSpot deal
  2. Change quantities or pricing as needed
  3. In the Marq card, click Edit on your existing project
  4. The project will automatically update with the new line item data
Use Case: Line items are perfect for sales quotes, proposals, and contracts where you need to dynamically show products, services, and pricing tailored to each deal.

Part 6: Configuring Collaboration and Download Settings

Control how team members can interact with projects created from HubSpot and what file formats are available.

Access Collaboration Settings

  1. In HubSpot, go to Connected Apps Marq
  2. Look for collaboration and permission settings
  3. Review default settings

Enable Collaboration

To allow team members to collaborate on projects:

  1. In Marq settings, toggle Collaboration to ON
  2. Click Save
  3. Reload the Marq card in a deal record
  4. You'll now see a Collaborate with Users button

Configure Download Settings

Control whether users can download and print projects:

  1. In Marq settings, toggle Downloading and Printing options
  2. Save your changes
  3. Users will now see download and print options in the Marq card

Set Default File Format

Choose which file format projects default to:

  1. In Marq settings, find the Format dropdown
  2. Select your preferred default:
    • All: Users can choose from all available formats
    • PDF: Projects default to PDF format
    • PowerPoint: Projects default to PPTX format
    • Other formats: As supported by your account
  3. Save your changes

Format Restrictions: If you select a specific format (like PDF), users won't see a format dropdown - all saves will automatically use that format. This is useful for enforcing consistency.

Test Your Settings

  1. Create or edit a project in the Marq card
  2. Verify that collaboration options appear (if enabled)
  3. Check that download/print buttons are visible (if enabled)
  4. Confirm the file format behaves as expected

Part 7: Managing Projects from HubSpot

Once your integration is set up, team members can manage Marq projects directly from HubSpot deal records.

Creating Projects

  • Click Create on any template to generate a new project
  • Smart fields automatically populate with deal data
  • Make additional edits in the Marq editor if needed
  • Click Save to attach the project to the deal record

Editing Projects

  • Click Actions on an existing project
  • Select Edit to modify the project
  • Changes save automatically and update the file in HubSpot

Presenting to Prospects

  • Click Actions Present
  • Present the project in full-screen mode during sales calls
  • Navigate through pages using keyboard or mouse controls

Downloading and Sharing

  • Click Actions Download to save locally
  • Use Copy URL to get a shareable link to the PDF
  • Projects are automatically saved to the HubSpot deal record

Converting to Sales Documents

  • Click Actions Convert to Sales Document
  • The project becomes a tracked HubSpot document
  • View engagement analytics in HubSpot's Documents tab
  • See when prospects open and view your documents
Engagement Tracking: Converting to a sales document enables HubSpot's tracking features, allowing you to see when prospects view your content and which pages they spend time on.

Best Practices

Template Organization

  • Create templates specific to each deal stage in your pipeline
  • Use clear, descriptive template names that indicate purpose
  • Organize templates into categories for easy filtering
  • Share templates with appropriate teams based on role

Smart Field Strategy

  • Map the most commonly used HubSpot fields first
  • Use consistent field names across all templates
  • Test smart field population before sharing templates widely
  • Document which fields are available for your team

Data Management

  • Keep HubSpot deal data up-to-date for accurate personalization
  • Use consistent data entry practices across your team
  • Add deal images/logos before creating projects for best results
  • Update deal data if personalization needs to change in existing projects

User Training

  • Train users on how to connect their individual Marq accounts
  • Demonstrate the create, edit, and share workflow
  • Show how deal data updates reflect in projects
  • Explain template filtering and when to expect certain templates

Troubleshooting

Templates Not Appearing

  • Click Resync Templates to force a refresh
  • Verify templates are shared with the HubSpot team
  • Check if template filtering is hiding templates (change deal stage to test)
  • Confirm user has connected their individual Marq account

Smart Fields Not Populating

  • Verify field mappings are correctly configured in Connected Apps settings
  • Ensure the HubSpot deal has data in the mapped fields
  • Try creating a new project to see if data appears
  • Check that the template is using the correct smart field names

Line Items Not Showing

  • Confirm the deal has line items added in HubSpot
  • Verify line item fields are mapped in your template
  • Check that e-commerce scope is enabled for your integration
  • Try adding a new line item and creating a new project

Can't Save Projects

  • Confirm user has connected their individual Marq account
  • Check that user has appropriate permissions in both HubSpot and Marq
  • Verify the integration connection is still active
  • Try disconnecting and reconnecting the user's Marq account

Frequently Asked Questions

Do all users need individual Marq accounts?

Yes. Each HubSpot user needs to connect their own Marq account to create and manage content. This ensures they have access to templates shared with them and their projects are properly associated with their user profile.

How often does deal data sync to Marq?

Deal data syncs in real-time when you create or edit a project. Template lists refresh every 24 hours automatically, but you can force an immediate refresh using the "Resync Templates" button.

Can I use the integration with multiple pipelines?

Yes. You can configure filtering and smart fields for different record types and pipelines. Set up each one separately in the Connected Apps settings.

What happens if I change deal data after creating a project?

Existing projects don't update automatically. To refresh the data, click "Edit" on the project, and smart fields will pull the latest deal data from HubSpot.

Can I customize which templates appear for each user?

Yes. Template visibility is controlled by sharing settings in Marq and by template filtering based on deal properties. Users only see templates shared with them, and filtering can further refine what appears based on deal stage or other criteria.

Related Resources

You're Ready to Go!

With the Marq HubSpot integration fully configured, your team can now create personalized, on-brand content directly from deal records. Smart fields ensure accurate personalization, template filtering shows relevant content, and seamless data sync keeps everything up-to-date.