(Beta) How to use the Marq Integration with HubSpot

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.

  

• 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)

  

• 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.

  

• 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

Each user will be able to connect their own Marq accounts. When initially loading, they will see a "Connect to Marq" button 

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.

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. 

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.

Copy link to a project

If a project has been saved, you can click on More > Copy Link for the public PDF.

Present a project

You can present the project by clicking the More > Present option. This will open a slide viewer mode of your project.

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.

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.

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.

Using template filters

• HubSpot: dealstage (Value = Opportunity strategy)
• Marq: HS deal stage (Value = Opportunity strategy)

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

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.

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

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.

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. 

If using multiple files in one field, you can click on an image > replace image and select from any of the available images. 

Uninstall the app

To disconnect Marq from your HubSpot account, follow these steps:

1. Go to app marketplace > HubSpot
2. Select Disconnect HubSpot
3. To uninstall the Marq app card in HubSpot, navigate to your connected apps in the App Marketplace in HubSpot and select Manage apps. Search for Marq and then select Actions > Uninstall.