> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.usecollect.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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:

1. **Customize the content of your emails and portal**
    
2. **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.

![](https://collectimage.s3.us-east-1.amazonaws.com/helpcenter/insert-variables-hubspot-properties.jpg)

## 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.
 ![](https://collectimage.s3.us-east-1.amazonaws.com/helpcenter/use-hubspot-properties-for-conditional-logic.jpg)
## 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](https://help.usecollect.com/en/article/how-to-connect-your-hubspot-account-to-collect-1wfxk8d/)
* [How to select the HubSpot properties that can be synced with Collect?](https://help.usecollect.com/en/article/how-to-select-the-hubspot-properties-that-can-be-synced-with-collect-5jy9qu/)