How to use the HubSpot properties in Collect?

Collect integrates seamlessly with HubSpot properties, giving you powerful ways to personalize and automate your customer onboarding experience.

You can use HubSpot properties for two main purposes in Collect:

Customize the content of your emails and portal

Control what content and sections appear in the portal using conditional logic

Let’s explore both in detail.

1. Personalize Email and Portal Content with HubSpot Properties

You can insert any HubSpot contact, company, or deal property directly into the content of your emails and onboarding portals. This allows you to dynamically personalize each customer's experience without manually updating anything.

Where you can use HubSpot properties:

Email subject lines and body (e.g., “Hi {hs_contact_firstname}, here’s what we need from you!”)

Page titles and instructions inside your onboarding portal

Task descriptions or custom fields

Example:

If you have a contact property called company_name, you can customize the portal welcome message to say:

"Welcome to your onboarding, {hs_company_name}!"

This makes your messaging more relevant and professional — helping customers feel like the experience was built just for them.

2. Show or Hide Portal Elements Using Conditional Logic

HubSpot properties can also be used as conditions to determine which sections, forms, or documents to display in the portal.

This is particularly useful when your onboarding process varies based on:

The plan a customer purchased

Their company size

Industry

Country or language

Any other CRM data point

Example:

Let’s say you sell two plans: Basic and Pro. You can create logic like:

If deal.plan is "Pro", then show the “Security Questionnaire” form.

Or:

If contact.country is not "US", then hide the “W-9 Form”.

This conditional visibility keeps your portal clean, relevant, and streamlined — asking customers only for the information that applies to them.

Summary

By using HubSpot properties in Collect, you can:

Create highly personalized onboarding experiences

Automate email and portal content customization

Display only the relevant sections for each client

This helps you scale onboarding while keeping it human and targeted.

👉 Related Articles:

How to Set Up HubSpot Integration in Collect
How to select the HubSpot properties that can be synced with Collect?

Updated on: 01/04/2025