When HubSpot objects are associated with each other (e.g., a deal with multiple contacts), ChiliDocs® allows you to reference a specific association in your template.
✅ Default behavior
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If you use a placeholder like
[contact.firstname]in a deal, ChiliDocs® automatically pulls data from an associated contact. -
This works even without specifying an association label.
✅ Specific associations with labels
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If you want to reference a specific associated contact, you can use labels in your placeholders.
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Add the label in parentheses:
- Primary association:
[contact(Primary).firstname]-
[contact(Primary).lastname]
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Other labels:
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[contact(Some Label).lastname]
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This way, you can control which associated contact (e.g., Primary Contact, Billing Contact, Technical Contact) appears in your document.
💡 Note:
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This syntax works for all objects, not just contacts.
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Example:
[company(Partner).name]will pull the company associated with the label Partner.