--- title: (Beta) How to use the Marq Integration with HubSpot description: Important In order to use the Marq HubSpot app, you must have the HubSpot add-on  and at least a HubSpot professional subscription. If you would like to trial the integration, please submit a demo req --- [Skip to content](https://help.marq.com/marq-integration-with-hubspot#main-content) English Show submenu for translations ![marq.svg\]](https://help.marq.com/hubfs/Brand%20Logos/marq.svg) Open main navigation Close main navigation - English Show submenu for translations - - [Projects](https://app.marq.com/documents#/documents) [Projects](https://app.marq.com/documents#/documents) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.marq.com/?hsLang=en) 2. [Integrations](https://help.marq.com/integrations?hsLang=en) # (Beta) How to use the Marq Integration with HubSpot **Important** In order to use the Marq HubSpot app, you must have the HubSpot add-on  and at least a HubSpot professional subscription. If you would like to trial the integration, please submit a [demo request.](https://www.marq.com/pages/schedule-a-demo) #### [Quick start guide](https://help.marq.com/marq-integration-with-hubspot#quick-start-guide) Follow along in this video for a quick walkthrough on testing each of the features. #### [Installing the app](https://help.marq.com/marq-integration-with-hubspot#installing-the-app) To install the Marq app card in HubSpot, you'll need permissions to be able to add integrations on behalf of your org. Follow these steps to proceed with installing the app: 1. Log in to your Marq account. 2. Visit the app marketplace and select the [HubSpot app](https://app.marq.com/documents#/marketplace-app-details?app_id=7) 3. Connect and authorize the Marq app to your intended org in HubSpot. 4. Authorize the Marq permissions within Marq. ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-11%20at%203-12-15%E2%80%AFPM-png.png?width=688&height=283&name=Screenshot%202024-11-11%20at%203-12-15%E2%80%AFPM-png.png) #### [Adding the Marq app to your records](https://help.marq.com/marq-integration-with-hubspot#adding-the-marq-app) To add the Marq app card in HubSpot, you'll need to add it to the UI in its specified location. For example, to add a card to the contact record view: - Log in to your HubSpot account. - In your HubSpot account, navigate to **Contacts** \> **Contacts**. Then, click the **name** of a contact to view its record. - At the top of the contact record, click **Customize tabs**. A new tab will open showing the record editor sidebar. ![crm-recrd-customize-tabs](https://www.hubspot.com/hubfs/Knowledge_Base_2023/crm-recrd-customize-tabs.png) - In the right sidebar, click **Default view** to edit the default contact record view. - For the purposes of this tutorial, click the **+ plus icon tab** at the top of the editor to add a new tab. (Not a requirement - If you are unable to add a new tab, you can add the card to the "Overview" tab and skip this step) ![crm-record-page-editor-add-tab](https://www.hubspot.com/hubfs/Knowledge_Base_2023/crm-record-page-editor-add-tab.png) - In the dialog box, enter a **name** for your new tab, then click **Done**. - With the new tab added, click the **Add cards** dropdown menu. - In the right panel, under *Card types*, click **Apps**. ![Screenshot 2024-11-06 at 10.33.19 AM](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%2010.33.19%20AM.png?width=600&height=551&name=Screenshot%202024-11-06%20at%2010.33.19%20AM.png) - Select the **checkbox** next to the Marq app. - Click the **X** at the top of the right panel to close it. - In the top right, click **Save and exit**. - Navigate back to the contact record, then refresh the page. You should now see your new tab, which will contain your new card. You can also do this with company or deal records. #### [Authorizing the Marq app](https://help.marq.com/marq-integration-with-hubspot#authorizing-the-marq-app) Each user will be able to connect their own Marq accounts. When initially loading, they will see a "Connect to Marq" button  ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%2010-35-55%E2%80%AFAM-png.png?width=688&height=247&name=Screenshot%202024-11-06%20at%2010-35-55%E2%80%AFAM-png.png) #### Using the app Once connected, the user who connected will see the brand templates that have been shared with them in Marq. If no templates are shared with the user or if no applicable filters are met for the template category, they will see a blank state.  As the user creates from the templates in the "Relevant Content" table, a new table called "Created projects" will appear which will house the content they generated that is associated with the record it was generated from.  The user can use the search bar which will pull in all templates and associated projects. ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%2011-26-00%E2%80%AFAM-png.png?width=688&height=883&name=Screenshot%202024-11-06%20at%2011-26-00%E2%80%AFAM-png.png) #### [Saving a project](https://help.marq.com/marq-integration-with-hubspot#saving-a-project) Projects will automatically be placed into the "Created projects" section once you've created them and will be uniquely associated with the record they were created in.  For additional features such as using the file saved in HubSpot, click the "Save" button in the editor.  ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%2011-29-16%E2%80%AFAM-png.png?width=688&height=381&name=Screenshot%202024-11-06%20at%2011-29-16%E2%80%AFAM-png.png) #### [Edit a project](https://help.marq.com/marq-integration-with-hubspot#edit-a-project) Projects can be edited by clicking on them within the *created projects* section or by selecting **More \> Edit.** Any changes you make will be saved to the Marq project. In order to update a file, be sure to click the Save button. ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%2011-32-58%E2%80%AFAM-png.png?width=273&height=310&name=Screenshot%202024-11-06%20at%2011-32-58%E2%80%AFAM-png.png) #### [Copy link to a project](https://help.marq.com/marq-integration-with-hubspot#copy-link-to-a-project) If a project has been saved, you can click on **More \> Copy Link** for the public PDF. ![Screenshot 2024-11-06 at 1.24.29 PM](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%201.24.29%20PM.png?width=273&height=316&name=Screenshot%202024-11-06%20at%201.24.29%20PM.png) #### [Present a project](https://help.marq.com/marq-integration-with-hubspot#present-a-project) You can present the project by clicking the **More \> Present** option. This will open a slide viewer mode of your project. ![Screenshot 2024-11-06 at 1-24-37 PM-png](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%201-24-37%E2%80%AFPM-png.png?width=273&height=304&name=Screenshot%202024-11-06%20at%201-24-37%E2%80%AFPM-png.png) #### [Download a project](https://help.marq.com/marq-integration-with-hubspot#download-a-project) If a project has been saved, you will be able to download it to your computer by selecting the **More \> Download** option. ![Screenshot 2024-11-06 at 1.24.50 PM](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%201.24.50%20PM.png?width=273&height=307&name=Screenshot%202024-11-06%20at%201.24.50%20PM.png) #### [Convert a project to a sales document](https://help.marq.com/marq-integration-with-hubspot#convert-a-project-to-a-sales-document) If a project has been saved, you will be able to convert the project to a sales document by selecting the **More \> Convert to Sales Document** option. This will act as a shortcut to take you to the documents section in HubSpot for you to convert your project. Click **Upload \> Select existing file in HubSpot** and locate the project you saved. After you converted your project into a document, you can use it in 1:1 sales emails and track the engagement of the file. ![Screenshot 2024-11-06 at 1.25.02 PM](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%201.25.02%20PM.png?width=273&height=308&name=Screenshot%202024-11-06%20at%201.25.02%20PM.png) #### [Delete a project](https://help.marq.com/marq-integration-with-hubspot#delete-a-project) You can delete a project from the HubSpot record by selecting the **More \> Delete** option. The project will still remain in your Marq account but will remove all association to the record and you will be able to create and associate a new project from your templates. ![Screenshot 2024-11-06 at 1.25.11 PM](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-06%20at%201.25.11%20PM.png?width=273&height=308&name=Screenshot%202024-11-06%20at%201.25.11%20PM.png) #### [App settings and functionality](https://help.marq.com/marq-integration-with-hubspot#app-settings-and-functionality) To update settings, navigate to the App Marketplace in HubSpot and select *Manage apps*. Search for Marq and then select **Actions \> Go to Settings** ***![Screenshot 2024-11-08 at 11.15.31 AM](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011.15.31%20AM.png?width=333&height=292&name=Screenshot%202024-11-08%20at%2011.15.31%20AM.png)*** ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011-07-42%E2%80%AFAM-png.png?width=688&height=408&name=Screenshot%202024-11-08%20at%2011-07-42%E2%80%AFAM-png.png) - **Updating collaborating settings**  Toggle this setting on to allow users to share projects to other users from within the embedded editor - **Updating downloading settings** Toggle this setting on to allow users to download projects directly from within the embedded editor - **Updating printing settings** Toggle this setting on to allow users to print projects directly from within the embedded editor - **Updating preferred export format** Select an export format for the "Save" button to control what export format is sent back to your HubSpot record as a file - **Set filters and data preferences** Control how templates filter and populate data based off of the record values #### [**Using template filters**](https://help.marq.com/marq-integration-with-hubspot#using-template-filters) Template filters allow you to serve up relevant content to the person working on the record so that they can choose templates that based on the record stage, industry, type, or any other type of configuration/preference.   To configure template filters, click on the **Configure filter/data button \> Configure Template Filters** **![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011-38-14%E2%80%AFAM-png.png?width=688&height=289&name=Screenshot%202024-11-08%20at%2011-38-14%E2%80%AFAM-png.png)** By default, all templates shared with each user will populate into the card. To control which templates are served up, you can add filters that correspond to the value of your HubSpot properties and the Marq Template category filters. Select the left dropdown to add in the HubSpot field and the right dropdown to add in the corresponding Marq category field. The values associated to each HubSpot property and Marq category need to match up exactly in order to pull in the relevant templates that meet the filter criteria. **For example:** - HubSpot: dealstage (Value = Opportunity strategy) - Marq: HS deal stage (Value = Opportunity strategy) Because the value of "Opportunity strategy" matches on both HubSpot and Marq, it will bring in templates assigned to those filters.  If you update the property value in HubSpot, the templates will automatically refresh and filter to the new values. ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011-30-52%E2%80%AFAM-png.png?width=688&height=517&name=Screenshot%202024-11-08%20at%2011-30-52%E2%80%AFAM-png.png) #### [**Using smart fields**](https://help.marq.com/marq-integration-with-hubspot#using-smart-fields) Smart fields are dynamic fields and images within Marq templates that allow data to auto-apply from HubSpot. To configure smart fields, click on the **Configure filter/data button \> Configure Smart Fields** **![Screenshot 2024-11-08 at 11.40.11 AM](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011.40.11%20AM.png?width=688&height=290&name=Screenshot%202024-11-08%20at%2011.40.11%20AM.png)** **Adding text and image fields** Click on a relevant object and add the fields you want to create smart fields for. Text fields will support any text based field type while an Image field will support a public file type field in HubSpot. **![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011-50-39%E2%80%AFAM-png.png?width=688&height=377&name=Screenshot%202024-11-08%20at%2011-50-39%E2%80%AFAM-png.png)** **Important**: The image field type needs to be a public file type. To create a field with a public file type, go to your **object properties \> create/edit \> select file \>** under *external file access*choose **public** ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2012-05-21%E2%80%AFPM-png.png?width=331&height=271&name=Screenshot%202024-11-08%20at%2012-05-21%E2%80%AFPM-png.png) Once you have configured the smart fields you want to use, go to marq, open one of your templates, and add the smart fields to your template by dragging them in from the smart fields tab. ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011-54-20%E2%80%AFAM-png.png?width=688&height=351&name=Screenshot%202024-11-08%20at%2011-54-20%E2%80%AFAM-png.png) Once you have saved the template, the template will be ready for data to be applied automatically without any additional work. All you will need to do is create a project, and the data will automatically populate in real-time. If there are any smart fields that do not have data, they will populate as blank.  ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2012-02-11%E2%80%AFPM-png.png?width=688&height=397&name=Screenshot%202024-11-08%20at%2012-02-11%E2%80%AFPM-png.png) If using multiple files in one field, you can click on an image \> replace image and select from any of the available images.  ![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-08%20at%2011-59-18%E2%80%AFAM-png.png?width=345&height=221&name=Screenshot%202024-11-08%20at%2011-59-18%E2%80%AFAM-png.png) #### [Uninstall the app](https://help.marq.com/marq-integration-with-hubspot#uninstall-the-app) To disconnect Marq from your HubSpot account, follow these steps: 1. Go to **app marketplace \>** **HubSpot** 2. Select *Disconnect HubSpot*![](https://help.marq.com/hs-fs/hubfs/Screenshot%202024-11-11%20at%203-16-02%E2%80%AFPM-png.png?width=688&height=289&name=Screenshot%202024-11-11%20at%203-16-02%E2%80%AFPM-png.png) 3. To uninstall the Marq app card in HubSpot, navigate to your connected apps in the App Marketplace in HubSpot and select *Manage apps*. 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