Missing personalization tokens for Projects object in email templates

Smart CRM & Sales Hub CRM
1

Hi everyone,

I’m running into a limitation when working with HubSpot’s newer Projects object, and I’m curious if others are experiencing the same.

When creating standardized email templates, I’m unable to use personalization tokens from Projects.

For example:

  • I’m working from a Project record
  • I want to send a structured email update related to that Project
  • But I can’t insert any Project properties (like project name, status, deadlines, custom fields, etc.)

It seems like email templates are still mainly limited to Contact (and partially Company/Deal) properties.

This is problematic because Projects are clearly becoming a core object for delivery and operations — and communication is often directly tied to those Project properties.

What I’m trying to achieve:

  • Send emails directly from a Project
  • Use Project properties as personalization tokens
  • Standardize communication (updates, status emails, milestones, etc.)

My questions:

  • Is this currently a known limitation for the Projects object?
  • Are there any workarounds to include Project data in emails?
  • Would this only be possible via workflows (and if so, how)?
  • Or is this functionality on the roadmap?

Curious how others are handling Project-based communication within HubSpot.

Thanks in advance!

2

Hi @INTERVISSER ,

Yes, this is true, the message template personalization feature only pulls in the 4 main objects, sender and placeholder tokens.

There is currently an idea open for this in the ideas forum - Add Project properties to message templates

Upvoting this and writing your comment such as you have above will get this in the eyes of the correct team to hopefully get this developed.