Microsoft Word integration
Automate Microsoft Word documents from HubSpot
Microsoft Word templates work natively in Portant. Upload your existing .docx templates and Portant fills them with HubSpot deal data, contact details, and line items. Generate Word documents or PDFs from any deal record without switching tools.
Install on HubSpot
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Capabilities
What you can do with Portant and Microsoft Word
Use your existing .docx templates
Upload any Word document as a template. Add HubSpot tags to your existing layout. No rebuilding, no format conversion required.
Preserve complex formatting
Headers, footers, tables, images, and styles stay intact. Portant fills data into your template without breaking the layout.
Output as Word or PDF
Generate .docx files for internal review and editing, or output as PDF for client delivery. Choose per workflow.
Line item tables from HubSpot
Insert line item tags into Word tables. Portant fills rows with product names, quantities, pricing, and totals from HubSpot deals.
Use cases
Use Microsoft Word with Portant for
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Setup
How to set up Microsoft Word with Portant
01
Upload your Word template
Upload any .docx file. Keep your branding, headers, footers, and formatting.
02
Add HubSpot tags
Insert tags like {{contact.name}} and {{deal.amount}} in your Word template.
03
Connect to HubSpot
Link your template to a HubSpot workflow and map properties to tags.
04
Generate and deliver
Create documents from any deal. Output as Word or PDF and send via email.
Security
Security you can trust
SOC2 certified. GDPR-ready. SSO for enterprise. Your customer data stays encrypted in transit and at rest.
SOC 2 Type I certified.
Independently audited security controls across data, infrastructure, and access.
Learn moreGDPR-ready by default.
Built-in safeguards keep customer data compliant across every region.
Learn moreEnterprise SSO built in.
Tie every account to a verified identity with SSO and OAuth, no shared passwords.
Learn moreFrequently asked questions about Microsoft Word
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