HubSpot Integration Installation Guide

introduction and prerequisites this article is a tutorial on the necessary steps that you need to take to install our licensespring hubspot integration on your hubspot instance we are assuming that you have a hubspot and a licensespring instance setup beforehand and that you have the required hubspot admin permissions needed to install applications on it and edit page views app installation the integration is a hubspot app that can be installed by going to your settings view in your licensespring platform, and clicking on the integration tab integrations tab in licensespring settings in the integration tab if you scroll down, you will be able to see the hubspot integration section and a blue active button if you do not see the hubspot integration section, contact our sales or support and they will enable the integration for you hubspot integration has not been activated choose the management api key that you want the integration to use in the dropdown component and click confirm this will redirect you to hubspot licencespring management api key selection box once redirected you will need to select the hubspot account on which you want the integration app to be installed on choose an account for licensespring integration after clicking choose account you will be shown all the permissions that the integration needs to function correctly connecting licensespring app to hubspot instance after accepting the permissions the app will be installed on your hubspot instance crm pages setup once the app is installed, you will need to add the applications ui to the contacts and companies crm pages to do this you will need to go to the hubspot settings page in the upper right corner, once in the settings, you will need to find the integrations section and under integrations there's the connected apps section viewing the connected licensespring application this page shows you all your third party apps that you have installed on your instance find the licensespring integrations app and click on its blue name this will take you to the apps ui setup apps ui setup page but before that you will need to click on either the company licenses or the contact licenses in the following example we clicked on the contact licenses and this took us to the view page for the contacts views/pages where we can see all our views that we have for the contacts in our hubspot crm in the example we only have the default view , but you might have more then just the default view, so pick the view that you are currently using or are planning for the integrations ui to live in view selection screen after clicking on the view, the view editor will open up for the specific view you have chosen in the editor you will need to add the applications ui or as hubspot calls it a card the adding of the card depends on your preference but we reccomend that you add the integrations to a new tab called licensespring on the midddle section on the screen/view (or on an already existing tabs middle section) in the example below we are going to click on the add cards and add our already existing card on the overview tab in the middle section of the view add cards button after clicking on the add cards button, you'll need to search for contact license card under the apps section, and checking the check box next to the contact license choosing card type and application in pop up this will add the card at the bottom of the tab you can then drag and drop the card wherever you prefer in the tab moving the card to preferred location if you followed all the steps, you are done with the contact setup and you can click on the save and exit button on the top right of the screen now you will need to setup the company view also to do this you will need to repeat the similar steps but for the company view go to settings > integrations > connected apps > licensespring integrations click on the company license card click on the default view add our existing card to the middle of the tab by clicking on the add cards button and searching for the company license and checking the check box click on the save and exit in the upper right corner of the screen contact support if you still have issues with the setup, need answers to certain questions or need additional functionalities added to the integration, please contact our licensespring support team