Introduction

CloudFiles Document Generation integrates directly with HubSpot to securely access CRM data and populate Microsoft Office document templates.

This section contains 2 articles and explains how CloudFiles works with HubSpot data and what types of records and fields are supported when building document templates.

  1. Supported HubSpot Objects: This article explains the HubSpot data supported in CloudFiles Document Generation, including Master Objects, global variables such as $record and $user, and how related records can be accessed within templates.
  2. Supported HubSpot Field Types: This article provides a detailed list of HubSpot field types that are supported in CloudFiles Document Generation