Setup Guide

After you connect HubSpot to Aline, a HubSpot admin needs to add two Aline cards to your record pages. This takes about 10 minutes. After that, your team can launch Aline workflows from a Deal and follow their progress without leaving HubSpot.

What your team gets:

• Aline Workflows card on every Deal: launch a workflow from an Aline template and see the status of each workflow and its documents.
• Aline Versions card on every Aline Document: see each version of a document and download it.

Who should do this: a HubSpot Super Admin, or a HubSpot user with permission to customize record layouts. You also need an Aline account with admin access.

Step 1: Connect HubSpot from Aline

1. Sign in to Aline as an admin and go to Integrations in your admin settings.
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 choose the HubSpot account you want to connect.
5. Review the permissions and click Connect app.

When you're back in Aline, the HubSpot tile shows Connected. To review or change the connection later, hover over the tile and click Manage.

Step 2: Add the Aline Workflows card to Deals

1. In HubSpot, open any Deal.
2. Click Customize on the record (in the middle column, next to the tabs).
3. Choose the tab where you want Aline to appear. You can add it to an existing tab or create a new tab 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 appears on every Deal that uses this record view. If your team uses more than one Deal view (for example, different views per team), repeat these steps for each view.

Step 3: Add the Aline Versions card to Aline Documents

1. In HubSpot, open any Aline Document record. You can reach one from a Deal's associated Aline Documents, or from the Aline Documents list in the CRM menu.
2. Click Customize on the record.
3. Choose 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.

If you don't have any Aline Documents yet, come back to this step after your first workflow creates one (see Step 4).

Step 4: Check that it works

1. Open a Deal and go to the tab where you added Aline Workflows.
2. Click Launch Aline Workflow.
3. Pick a template, review the fields, and click Launch.
4. The new workflow appears on the card. Click Open in Aline to see it in Aline.

If the template list is empty, make sure your Aline workspace has at least one published template.

Troubleshooting

What you see	What to do
Aline Workflows isn't in the Card library	Make sure the HubSpot connection in Step 1 finished. Reload HubSpot and try again.
"Couldn't load workflows" or "Couldn't load templates" on the card	Check that the HubSpot account is still connected in Aline. If it is, reconnect from Aline and reload the Deal.
"No templates available in your Aline workspace"	Publish at least one template in Aline.
Some users don't see the card	Check that their team uses the Deal view you customized.

Need help?

Contact Aline Support at support@aline.co or visit aline.co/support.