Introduction
CloudFiles Document Generation supports a wide range of HubSpot field types, allowing you to insert CRM data into your Microsoft Office templates with ease.
This article outlines the HubSpot field types that can be used as placeholders while building document templates.
Text Input Fields
The following text-based HubSpot fields are supported:
- Single-line text
- Multi-line text
- Phone number
- Date and time picker
These fields are commonly used for names, descriptions, contact details and timestamped values.
Option Selection Fields
CloudFiles supports HubSpot fields that allow users to select one or more predefined values:
- Single checkbox
- Multiple checkboxes
- Dropdown select
These fields are typically used for statuses, categories, preferences, and configurable options.
Value Fields
The following value-based field types are supported:
- Number
Number fields are commonly used for quantities, scores, counts, and other numeric values.
Formatting Supported Fields
For supported fields, CloudFiles provides additional formatting controls that allow you to control how data appears in the generated document. Formatting options and examples can be found in article-Formatting Options