How to generate visuals in HubSpot with Orshot

Connect HubSpot to Orshot once, and any HubSpot workflow can auto-generate an image, PDF, or video from one of your templates using that record's CRM data — a personalized quote card with the contact's name, a deal-won certificate, a renewal reminder — then return the file URL, save it to your File Manager, and write it straight onto the record. No code.

1. Connect HubSpot to Orshot#

From your workspace sidebar, open Integrations, find HubSpot, and click Connect.

You'll be taken to HubSpot to choose the account you want to connect and approve access.

Back in Orshot, HubSpot now shows Connected. You only do this once per workspace.

2. Know your template's parameters#

Open your template in Orshot Studio and press ⌘] (Toggle Parameter View; Ctrl + ] on Windows). Every editable element shows its parameter name — for this quote template that's quote_text, portrait_image, and handle. These names are exactly the fields you'll fill from HubSpot. Note the Template ID too (here, 13652).

3. Add the Orshot action to a workflow#

In HubSpot, go to Automation → Workflows and create or open a workflow (contact-, company-, or deal-based). Add an action, search for Orshot, and choose Generate Image, PDF or Video with Orshot under your connected apps.

4. Configure the action#

Everything is set on one panel:

• Orshot template ID — the template to render (e.g. 13652).
• Field values (JSON) — map template parameters to values, e.g. {"quote_text": "The strongest growth is quiet.", "handle": "@orshot"}.
• Output format — PNG, JPG, WebP, PDF, or video (GIF / MP4 / WebM) for animated templates.
• Where should the output go? — return the file URL only, or save to File Manager and write the URL to a property.
• Write file URL to this property — the property to store the URL on (shown when you save to File Manager).

5. Personalize with CRM data#

This is what makes each run unique. In any Field values value, place your cursor where you want CRM data and insert a HubSpot personalization token — First name, Company name, or any property. HubSpot fills it in per-record at runtime, so every contact gets their own visual.

For example, "quote_text": "The strongest growth is quiet, {{ contact.firstname }}." renders each contact's first name into the card.

6. Turn it on and see the result#

Save, turn the workflow on, and enroll a record. Orshot renders the personalized visual, saves it to Files → Orshot Renders, and writes the URL to your property:

The action also returns a Generated file URL and HubSpot File ID you can use in later workflow steps — attach the image to an email, post it to Slack, or update another property.

Related#