HubSpot Integration: How to Create QR Codes Directly on HubSpot CRM
QR TIGER’s HubSpot integration lets you generate QR codes directly in the platform through a workflow trigger. Once the trigger and action are set, it automatically creates the QR code.
This process helps you assign QR codes to contacts or companies effortlessly. Once it’s created, HubSpot stores the QR code link so it’s easy to access again.
Table of Contents
Setting Up HubSpot QR code integration
Before you can start generating QR codes from HubSpot, install and connect the QR TIGER HubSpot app to your account.
1. Install the QR TIGER app
Go to the QR TIGER integration page or open the “HubSpot Marketplace”. Search for “QR TIGER” and install the app.
2. Get your API key
Open a new tab and log in to your QR TIGER account. Go to "My Account" and select "Settings". Click "Plan" and copy your API key.
3. Connect to HubSpot
Return to the HubSpot tab. Paste your API key and click "Continue". You will be redirected to HubSpot. Log in and choose your HubSpot account. Click "Open". If the connection was successful, you will see the following message: “HubSpot account successfully linked. You may now close this window.”
How to generate QR codes directly on HubSpot
Step 1: Add contact properties
- Open HubSpot. Go to settings, then under “Data Management”, click “Properties”.
- Click “Create property”.
- Add your “Property label” and choose a “Field type”.
For example:
- Property label = QR Code Image URL or QR Code vCard URL
- Field type = Single-line text
HubSpot adds the internal name automatically, so the internal name will be “qr_code_image_url or qr_code_vcard_url”.
4. Just leave “Data Agent prompt” and “Require unique values” unchecked.
5. To save, click “Create property”.
Step 2: Create a workflow trigger
- Go to Automation, then Workflows. Click “Create workflow”.
- Rename your workflow.
- Set your own trigger, “Manually triggered only”, “Met filter criteria”, or “On a schedule”.
- For easy setup, select “Manually triggered only”.
- Choose Contact or Company workflow.
- Click “Save and continue”.
- Click the trigger again, then select “Settings”, then turn on “Re-enroll”.
Step 3: Add the QR TIGER action
- Under the trigger, click the plus (+) icon.
- Under “Integrated Apps”, select a QR TIGER action between “Create New Static QR Code and Associate to Record or Contact QR Code (vCard QR Code).
Example:
For Contact QR Code
- Custom Text = Email
- List ID = Record ID
3. Save the action.
Step 4: Add action again
- Click the plus (+) icon under the trigger.
- Under “CRM”, find and select “Edit record”.
- For “Choose a property”, find and select the QR property (QR Code Image URL).
- For “Choose a value”, under “Action data”, select “Contact QR Code”, then “QR Image”.
- Repeat 1 to 3, then select the QR property (QR Code vCard URL).
- For “Choose a value”, under “Action data”, select “Contact QR Code”, then “Short URL”.
- Click “Review and turn on”.
Step 5: Generate the QR code
To enroll the contact manually, click “Enroll” beside the “Turn off” button. Select “Choose individual contacts” and choose the contacts you want to enroll.
Once enrolled:
- The QR TIGER action generates the QR code
- The workflow saves the QR image URL and short URL to the contact properties
Step 6: Download the QR code
Once generated, the QR code is stored on QR TIGER servers. HubSpot records the QR code link inside the contact or company record.
Open the workflow action logs, go to “View”, then select “Action logs”. Select the contact, then find the “Action outputs” to see links. Use these links to download or share the QR code.
Automate QR code creation in HubSpot workflows
HubSpot integration with QR TIGER lets you create QR codes through workflows with no manual steps. You define the trigger, add the action, and the system generates the QR code automatically.
Each QR code links to a contact or company record. Your team finds the code fast and uses it right away. This keeps your data organized and easy to manage.
Set clear triggers and use the right action for each use case. Turn on the workflow and let HubSpot handle the rest.
Frequently asked questions
Does HubSpot have a built-in QR code generator?
No. HubSpot does not offer a native QR code generator. You need a third-party integration to create and use QR codes inside the platform.
How are QR codes generated in HubSpot workflows?
QR codes are created through workflow automation. When a trigger runs, such as a new contact or company, the integration generates a QR code and saves it as a contact or company property.
Where can I find the generated QR code in HubSpot?
After the workflow runs, HubSpot stores the QR code link in the contact or company record. You can access it anytime from the record timeline or properties.
