# How to generate visuals in HubSpot with Orshot

> Connect HubSpot to Orshot and auto-generate personalized images, PDFs, and videos from your CRM data inside a workflow — no code

- **URL**: https://orshot.com/help/generate-visuals-with-hubspot

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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**.

![The HubSpot card on the Orshot Integrations page with the Connect button](https://orshot.com/help/automations/hubspot-0-connect.webp)

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

![The HubSpot authorization screen — choose your account and approve access](https://orshot.com/help/automations/hubspot-1-authorize.webp)

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

![The HubSpot card showing a Connected status in Orshot](https://orshot.com/help/automations/hubspot-2-connected.webp)

## 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`).

![An Orshot template in Studio with parameter labels turned on](https://orshot.com/help/automations/hubspot-3-studio-params.webp)

## 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.

![The HubSpot workflow action picker showing the Orshot action](https://orshot.com/help/automations/hubspot-4-action.webp)

## 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.
  ``.
- **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).

![The Orshot workflow action's fields — template ID, field values, output format, and destination](https://orshot.com/help/automations/hubspot-5-node.webp)

## 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.

![Inserting a HubSpot First name personalization token into a field value](https://orshot.com/help/automations/hubspot-6-token.webp)

For example, `"quote_text": "The strongest growth is quiet, }."` 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 rendered files saved to your HubSpot File Manager in the Orshot Renders folder](https://orshot.com/help/automations/hubspot-9-property.webp)

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.

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