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Use this checklist to publish Sanka Docs templates to HubSpot and verify the card works as expected.

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Prerequisites

  • Templates stored in Sanka Docs with clear names and categories.
  • Admin rights to connect HubSpot and Sanka.
  • One test Deal to validate downloads.

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Setup steps

  1. Organize templates in Sanka by category and decide which ones to expose to HubSpot users.
  2. If not already connected, add HubSpot from Workspace > Integrations in Sanka and complete the authorization.
  3. In HubSpot, add the Sanka Templates card to Deal/Company pages and select the target Sanka workspace.
  4. Open the card, browse categories, and download a file to confirm it loads correctly.
  5. Test with a Deal: share the downloaded file via email or notes and confirm links or attachments look right.

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Operating tips

  • Keep naming rules and categories simple; archive old versions to avoid duplicates.
  • Add short descriptions or tags to frequently used templates so users can find them quickly.
  • After publishing a new version, run a quick download test in Sanka and HubSpot to confirm parity.
  • Review usage periodically (e.g., monthly) and prune templates that are outdated or unused.