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Aline for HubSpot: Setting Up The Hubspot App

A complete setup guide for HubSpot admins and Aline admins — connect HubSpot, publish templates from Aline, and launch workflows directly from a HubSpot Deal.

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Written by Tim Buckley

The Aline HubSpot app puts Aline's contract workflows inside HubSpot. Once it's set up, your sales team can launch Aline templates directly from a Deal, and HubSpot field values — Deal, Company, Deal Owner — flow straight into the resulting document.

Two people are involved: an Aline admin who connects HubSpot, and a HubSpot admin who adds the Aline cards to your record pages. Setup takes about 10 minutes, with no package to install and no credentials to copy or paste. Every request the Aline cards send to Aline is signed by HubSpot, and Aline checks that signature before responding.

Who Does What

  • Aline admin. Connects HubSpot (Step 1), then marks which templates appear in the Hubspot launcher.

  • HubSpot admin. Adds the Aline cards to record pages (Steps 3 and 5).

  • Sales reps. Launch workflows from an Opportunity. No setup on their side.eeded

Step 1: (Aline) Connect HubSpot

  1. Sign in to Aline as an admin and open Settings → Integrations

  2. Scroll to CRMs, or click CRMs in the left menu under Integrations

  3. Hover over the HubSpot tile and click Connect

  4. Sign in to HubSpot if prompted, and pick the HubSpot account you want to connect

  5. Review the permissions and click Connect app

  6. Back in Aline, the HubSpot tile shows Connected. To review or change the connection later, hover over the tile and click Manage.

Step 2: (Aline) Publish Templates to HubSpot

Only templates you explicitly publish to HubSpot show up on the Aline Workflows card, so internal documents stay out of the launcher. Anyone who can edit a template can publish it.

  1. In Aline, open the template

  2. Open Template Settings in the side panel

  3. Under Publish to CRM, turn on the HubSpot switch

  4. The caption confirms it: This template can be launched from HubSpot. The template itself must also be published in Aline, since drafts never appear.

  5. Add HubSpot fields to the template to pre-fill it from the Deal. Templates with no HubSpot fields can still be published, which suits NDAs and order forms.

⚠️ Every published template is visible to every HubSpot user who can see the Aline Workflows card, so publish deliberately.

Step 3: (HubSpot) Add the Aline Workflows Card to Deals

The Aline Workflows card is where reps launch workflows and follow their status. HubSpot doesn't place app cards automatically, so a HubSpot admin adds it once per Deal view.

  1. In HubSpot, open any Deal

  2. Click Customize on the record, in the middle column next to the tabs

  3. Pick the tab where Aline should appear. Use an existing tab, or create a new one called Aline

  4. Click + to add a card

  5. In the Card library, filter by App and select Aline Workflows

  6. Click Save and exit

The card now shows on every Deal that uses this record view. If your teams use different Deal views, repeat these steps for each one.

Step 4: (HubSpot) Launch a Workflow From a Deal

  1. Open any Deal and go to the tab where you added Aline Workflows

  2. Click Launch Aline Workflow

  3. Pick a published template

  4. Review the fields:

    1. HubSpot fields are pre-filled from the Deal, its associated Company, and the Deal Owner

    2. Edits you make here are written back to the Deal or Company in HubSpot when you launch

    3. Fill in any Aline-only template fields

  5. Assign signers, then click Launch

The new workflow appears on the card with its status. Click Open in Aline to finish anything else in Aline. As documents sync, Aline Document and Aline Version records appear under the Deal's associations.

Aline matches the HubSpot user to an Aline user by email, and that person owns the workflow. If there's no match, the workflow is created under an Aline admin instead.

Step 5: (HubSpot) Add the Aline Versions Card to Aline Documents

Your first launch created Aline Workflow, Aline Document and Aline Version records in HubSpot, associated with the Deal. The Aline Versions card lists every version of a document so reps can download it.

  1. In HubSpot, open any Aline Document record. Get there from a Deal's associated Aline Documents, or from the Aline Documents list in the CRM menu

  2. Click Customize on the record

  3. Pick a tab and click + to add a card

  4. In the Card library, filter by App and select Aline Versions

  5. Click Save and exit

Troubleshooting

For connection problems, check the notification bell in Aline first. It tells you what's wrong and how to fix it.

  • The Aline cards aren't in the Card library.

    • Check that the HubSpot tile in Aline shows Connected, then reload HubSpot.

  • The card says "Couldn't load workflows" or "Couldn't load templates".

    • Reconnect HubSpot in Aline and reload the Deal.

  • No templates show up, or one is missing.

    • Publish the template in Aline and turn on HubSpot under Publish to CRM (Step 2).

  • Some users don't see the card.

    • They use a Deal view you didn't customize. Repeat Step 3 for that view.

  • Fields aren't pre-filling.

    • Use Deal or Company fields in the template. Fields from other objects won't fill from a Deal.

  • Workflows show an admin as the owner.

    • The rep's HubSpot email doesn't match an Aline user. Invite them to Aline with the same email.

Best Practices

💡 Test end to end in a HubSpot sandbox or test account before rolling out to reps.

💡 Make at least two people Aline admins, so someone can always reconnect HubSpot.

💡 Invite reps to Aline with the same email they use in HubSpot, so each workflow is owned by the rep who launched it.

💡 Publish only the templates reps need. Every published template shows up for everyone who sees the card (Step 2).

💡 Add the Aline Workflows card to every Deal view your teams use (Step 3).

Next Steps

  • Publish your first templates to HubSpot (Step 2)

  • Add the Aline Versions card once your first Aline Document exists (Step 5)

  • Roll the card out to sales reps once your published templates are ready

🎧 Need Help?

Rolling out to a large team, migrating from another CLM, or hitting an error that isn't here? Click Support in Aline or reach out in your shared Slack channel. We can walk your HubSpot admin through setup on a screen share.

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