Setup & Install
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      DocMergy Setup: How to Install the DocMergy App for Microsoft

      Steps to install the DocMergy app within HubSpot through a MyGlue account, including permissions and account selections.

      Take control of your document workflow with DocMergy, the HubSpot Marketplace app that automates document creation using your CRM data. No more copy-pasting or juggling unfamiliar systems—generate professional, personalized documents directly within HubSpot, using the tools you already know and love, like Microsoft Word and Google Docs.

      HubSpot Marketplace listing

      Install here

      Integration Glue DocMergy webpage

      DocMergy knowledge base

      1. Login to your MyGlue account
      2. If prompted select the relevant account
      3. Click the Available tab
      4. Next to the "DocMergy Integration" click the Install button
      5. Select your HubSpot account and click the Choose Account button 
        Note you must have the App Marketplace access permission enabled against your HubSpot user to complete this step
      6. Click the Connect app button