HubSpot
Auto-generate personalized images, PDFs, and videos from your HubSpot CRM data with an Orshot workflow action — no code
Introduction#
The Orshot HubSpot integration generates on-brand visuals — personalized images, certificates, social/OG graphics, PDFs, even short videos — directly from your HubSpot CRM data. Connect your HubSpot account once, then drop the Orshot action into any workflow to render a unique visual per record, with no code.
What you can do#
- Render on any workflow trigger (contact-, company-, or deal-based) using that record's data.
- Personalize with HubSpot tokens — First name, Company name, any property — resolved per record at runtime.
- Output any format — PNG, JPG, WebP, PDF, or video (GIF / MP4 / WebM).
- Save to HubSpot File Manager and/or write the file URL onto a CRM property.
- Reuse the output downstream — the action returns the file URL + HubSpot File ID for later steps (emails, Slack, etc.).
- Personalize marketing emails — embed a dynamic Orshot image URL with HubSpot tokens so each recipient's email renders their own image (no workflow required — see Dynamic Image URLs).
Connect HubSpot#
- In Orshot, open Integrations from your workspace sidebar.
- Find HubSpot and click Connect.
- Approve access in HubSpot's OAuth screen — you're returned to Orshot as Connected.
Connecting uses HubSpot's OAuth; you don't create a HubSpot app or copy any keys. Only workspace owners and admins can connect or disconnect, and there's one connection per workspace.
The workflow action#
Add Generate Image, PDF or Video with Orshot to a HubSpot workflow (Automation → Workflows). Its fields:
| Field | Description |
|---|---|
| Orshot template ID | The Studio template to render. |
| Field values (JSON) | Map template parameters to values, e.g. {"headline":"Welcome "}. Insert a HubSpot personalization token where you want CRM data — it's resolved per record at run time. |
| Output format | png, jpg, webp, pdf, or gif / mp4 / webm. |
| Where should the output go? | Return the file URL only, or save it to File Manager and write the URL to a property. |
| Write file URL to this property | The CRM property to store the URL on (when saving to File Manager). |
Outputs: Generated file URL and HubSpot File ID, available to later workflow steps.
Scopes#
The app requests read access to contacts, companies, and deals, write access to contact properties, and File Manager (files). Optional scopes — automation (workflows) and companies/deals write — are granted only if your portal allows them.
Notes#
- Renders use your connected Orshot workspace's credits (video bills per second; serving an already-generated URL again is free).
- Multi-page templates: a PDF combines every page into one document; image and video output use the first page.
- Video formats require a video-enabled Orshot plan and are best delivered as a File Manager link rather than embedded inline in an email.
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