# HubSpot

> Auto-generate personalized images, PDFs, and videos from your HubSpot CRM data with an Orshot workflow action — no code

- **URL**: https://orshot.com/docs/integrations/hubspot

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## 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](https://orshot.com/docs/integrations/dynamic-urls)).

## Connect HubSpot

1. In Orshot, open **Integrations** from your workspace sidebar.
2. Find **HubSpot** and click **Connect**.
3. 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. ``. 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.