Marq HubSpot Integration: Overview and Key Features

What You'll Learn

How the HubSpot integration works
Creating personalized content from deal records
Using smart fields for automatic data population
Template filtering by deal stage and properties
Customizing content for different industries and use cases
Presenting, sharing, and tracking engagement

What is the Marq HubSpot Integration?

The Marq HubSpot integration brings professional content creation directly into your sales workflow. Instead of switching between multiple tools or creating off-brand presentations, your team can generate personalized, on-brand content without ever leaving HubSpot.

The Problem It Solves

Without the integration, sales teams often face these challenges:

Off-Brand Content: Sales reps create their own PowerPoints and documents, leading to inconsistent branding
Scattered Files: Content gets lost across email threads, file systems, and personal drives
Manual Personalization: Reps waste time manually copying data from CRM into presentations
Version Control Issues: Multiple versions of documents create confusion and errors
Lack of Visibility: Managers can't see what content is being used or how effective it is

How Marq Solves It

The HubSpot integration addresses these challenges by:

Centralized Content: All templates live in one place, accessible directly from HubSpot
Brand Consistency: Design teams create approved templates that reps can customize within guardrails
Automatic Personalization: Deal data flows automatically into documents
Single Source of Truth: Content is associated with deal records for easy tracking
Engagement Insights: Track when prospects view your content and which pages they engage with

Key Benefit: Sales teams move faster while maintaining brand consistency. Create personalized proposals, decks, and quotes in minutes instead of hours.

How It Works: The Sales Workflow

Here's how your sales team will use the Marq HubSpot integration in their daily workflow:

Work from Deal Records

Everything starts in HubSpot where your team already works:

Open any deal record in HubSpot CRM
Navigate to the Marq tab within the deal
See a list of available templates relevant to that deal

Select the Right Template

Templates are served up based on where you are in the sales process:

In the First SQO stage, see proposal decks for initial sales calls
As the deal progresses to other stages, different templates appear
Templates match the content needs of each pipeline stage
Filter by industry, record type, or custom properties

Smart Filtering: Template filtering ensures reps only see content relevant to their current situation. No more scrolling through dozens of irrelevant templates.

Create Personalized Content

Generating personalized content is quick and easy:

Click Create on the template you want to use
Marq automatically pulls data from the HubSpot deal record
Company logos, names, and other deal data populate instantly
The project opens in the Marq editor for any additional customization

Customize as Needed

Make deal-specific adjustments without breaking brand guidelines:

Swap Images: Replace logos or images by uploading files or selecting from recent uploads
Update Data: Add or modify information that isn't in HubSpot
Adjust Content: Customize messaging for the specific prospect
Add Sections: Include additional pages or content modules as needed

Save to Deal Record

Keep all content organized and associated with the right deals:

Click Save to attach the project to the deal record
The project appears in the Marq tab for easy access
All team members with access to the deal can see the project
Files are automatically uploaded to HubSpot

Key Features and Capabilities

Smart Field Automation

Smart fields are the backbone of automatic personalization:

Deal Data: Company name, deal name, amount, close date, and more
Company Information: Logo, industry, location, website
Contact Details: Names, titles, email addresses
Line Items: Products, pricing, quantities for quotes and proposals
Custom Fields: Any custom properties you've created in HubSpot

When you create a project, these fields automatically populate with current data from the deal record. If you update data in HubSpot, you can refresh the project to pull the latest information.

Template Filtering by Deal Stage

Show the right templates at the right time in your sales process:

Stage-Specific Content: Map templates to specific pipeline stages
Automatic Updates: Template list updates when deal stage changes
Reduced Clutter: Reps only see templates relevant to their current stage
Guided Selling: Help reps use appropriate content for each phase

Example: When a deal is in "Appointment Scheduled" stage, reps see initial proposal decks. When it moves to "Qualified to Buy," they see demo follow-up templates and case studies. At "Contract Sent," pricing templates and agreements appear.

Configuration Required: Template filtering must be set up by an administrator. See our Installation and Setup Guide for details.

Industry and Record Type Customization

Serve up content specific to different market segments:

Industry-Specific Templates: Different content for real estate, higher ed, technology, etc.
Record Type Filtering: Customize based on deal type, product line, or customer segment
Multi-Property Filtering: Combine multiple criteria for precise template selection

Example: A deal marked as "Real Estate" industry shows templates with property showcase layouts, while a "Technology" deal shows SaaS-focused proposal templates.

Logo and File Management

Easily add company-specific assets to your projects:

Upload Logos: Add client logos directly to the deal record
Multi-File Support: Upload multiple logo variations or images
Smart Recognition: Marq detects when files are added and makes them available in templates
Easy Swapping: Choose between uploaded logos within the project

Line Items for Quotes and Pricing

Create dynamic pricing documents that update automatically:

Product Lists: Pull products and services from HubSpot line items
Pricing Tables: Display pricing, quantities, and totals automatically
Dynamic Updates: Change line items in HubSpot, refresh the project to update
Total Calculations: Show total contract value from deal data

Use Case: Perfect for creating sales quotes, proposals with pricing, service agreements, and any document that needs to show products and pricing from your CRM.

Real-Time Data Sync

Keep content in sync with your CRM data:

Update company name in HubSpot Edit project to refresh
Change deal amount Data updates in the project
Add new logo Select it in the project immediately
Modify line items Refresh project to show new pricing

Presenting, Sharing, and Tracking

Once your content is created, the integration provides multiple ways to present and share it:

Present Mode

Click Present to open full-screen presentation mode
Share your screen during sales calls and video meetings
Navigate through pages with keyboard or mouse
Professional presentation without leaving your workflow

Download and Share

Download: Save projects as PDF, PowerPoint, or other formats
Copy URL: Get a shareable link to the online version
Email Integration: Attach files directly to HubSpot emails

Convert to Sales Document

Unlock HubSpot's engagement tracking capabilities:

Click Actions Convert to Sales Document
The project becomes a tracked HubSpot document
See when prospects open the document
Track which pages they view and for how long
Get notifications when they engage with your content
Access analytics in HubSpot's Documents tab

Pro Tip: Convert important proposals and quotes to sales documents. The engagement data helps you know when prospects are seriously reviewing your offer, giving you perfect timing for follow-up calls.

Collaborate with Team Members

Invite colleagues to review and edit projects
Add comments and feedback within the editor
Real-time collaboration on complex proposals
Version control to track changes

Use Cases and Examples

Sales Proposals

Create personalized proposals for each prospect:

Company logo and name auto-populate
Deal-specific value propositions
Pricing tailored to their needs
Case studies relevant to their industry

Pricing and Quotes

Generate accurate quotes in seconds:

Products pulled from HubSpot line items
Pricing calculations automatic
Professional formatting every time
Easy to update as deal evolves

Sales Presentations

Present with confidence using current data:

Client-specific demo decks
Feature presentations tailored to their needs
ROI calculations based on deal size
Implementation timelines personalized

Campaign Materials

Support account-based marketing efforts:

Personalized campaign landing pages
Target account one-pagers
Event invitations customized by industry
Follow-up materials after demos

Real Estate Marketing

Streamline property marketing:

Listing brochures with property data
Agent contact information auto-populated
Property-specific marketing materials
Open house flyers and signage

Template Filtering In-Depth

Template filtering is one of the most powerful features of the integration, deserving special attention:

How Template Filtering Works

Template filtering matches HubSpot field values to Marq template categories:

Administrator maps a HubSpot field (like Deal Stage) to Marq categories
Templates in Marq are assigned to specific categories
When viewing a deal, only templates matching the current field value appear
Change the field value, and the template list updates automatically

Example: Deal Stage Filtering

Here's a typical pipeline with stage-based filtering:

Appointment Scheduled: Shows initial proposal templates and intro decks
Qualified to Buy: Shows product demos, case studies, ROI calculators
Presentation Scheduled: Shows detailed feature presentations
Decision Maker Bought-In: Shows pricing templates, contracts
Contract Sent: Shows final agreements, onboarding guides

Benefits of Filtering

Guided Selling: Reps automatically see stage-appropriate content
Reduced Confusion: No overwhelming list of dozens of templates
Best Practices: Enforce use of right content at right time
Faster Selection: Find the right template in seconds

Multi-Property Filtering

Combine multiple criteria for even more precise template selection:

Filter by both Deal Stage AND Industry
Show different templates for different product lines
Customize by customer size or segment
Create highly targeted content experiences

Disabling Filtering

If you prefer to show all templates regardless of deal properties:

Administrators can remove filter mappings
All templates become visible in all deal records
Useful for smaller organizations with fewer templates

Best Practices

Template Strategy

Start Small: Begin with 3-5 core templates and expand based on usage
Stage-Appropriate: Create templates aligned to your sales stages
Name Clearly: Use descriptive names that indicate purpose and stage
Organize with Categories: Use categories to enable filtering

Data Management

Keep Data Current: Ensure HubSpot records have accurate information
Standardize Entry: Use consistent formats for company names, titles, etc.
Add Logos Early: Upload client logos before creating projects
Complete Line Items: Add all products before generating quotes

Sales Team Adoption

Show Quick Wins: Demo how much faster content creation becomes
Highlight Tracking: Emphasize engagement insights from sales documents
Provide Training: Walk through the complete workflow with team
Share Examples: Show before/after of manual vs. automated personalization

Content Governance

Template Approval: Have design team approve all templates before sharing
Regular Updates: Keep templates current with product and messaging changes
Usage Analytics: Track which templates are used most often
Gather Feedback: Ask sales team what templates they need

Managing Projects

Editing Existing Projects

Update projects as deal details change:

Navigate to the Marq tab in the deal record
Find the project in your Created Projects section
Click Actions Edit
Make your changes in the editor
Save to update the version attached to the deal

Deleting Projects

Click Actions Delete
Removes the project from the deal record
Cleans up projects no longer needed

Viewing Project History

See all projects created for a deal in one place
Track what content has been shared with the prospect
Identify which version is current

Frequently Asked Questions

Does everyone on my team need a Marq account?

Yes. Each user needs to connect their individual Marq account to HubSpot. This ensures proper template access and project association.

Can I use custom HubSpot fields in templates?

Yes. Any HubSpot field can be mapped to a smart field in Marq, including custom properties you've created for your specific business needs.

What happens if deal data changes after I create a project?

Existing projects don't auto-update. Click "Edit" on the project to open it with refreshed data from HubSpot.

Can I create projects from other record types besides deals?

The integration can be configured for different HubSpot record types. Contact your administrator about enabling other objects.

How do I know which templates are available?

Templates you see in HubSpot are based on: (1) templates shared with you in Marq, and (2) any filtering rules set up by your administrator.

Can I share projects with people outside HubSpot?

Yes. Use the Copy URL feature to get a shareable link, or download the project to send as an attachment.

Related Resources

Transform Your Sales Workflow

The Marq HubSpot integration eliminates the friction between your CRM and content creation. Your sales team can focus on selling while Marq handles the heavy lifting of personalization, formatting, and brand consistency. The result: faster deal cycles, better-looking content, and more time spent with prospects.