Hubspot Installation guide

this guide walks you through the steps to install the wetransact hubspot app and connect it to your hubspot account note a hubspot admin role is required to complete this installation overview the wetransact hubspot app connects your hubspot crm to wetransact this guide walks a hubspot admin through the complete installation, from the prerequisite step to confirming a successful connection prerequisites before starting, make sure you have the following hubspot account id shared with wetransact your hub id must be provided to wetransact before the installation url is activated for your account hubspot admin access you must be logged in as an administrator installation url received from wetransact finding your hubspot id in hubspot, click your account name (top right) the hub id is displayed below the account name (e g , 144929588) share this number with your wetransact contact before proceeding step by step installation step 1 — share your hubspot id with wetransact before installing the app, your wetransact contact needs your hubspot hub id to map and activate the integration specifically for your portal to locate your hub id log in to hubspot, click your account name in the top right, and your hub id appears below the account name (e g , 144929588) share this id with wetransact and wait for confirmation before proceeding to step 2 step 2 — open the installation url once wetransact confirms your account is mapped, open a browser and navigate to the installation url below make sure you are logged in to hubspot as an admin before opening the link https //wetxcrmproxy dshhbteze4hdgdfm northeurope 01 azurewebsites net/oauth/install step 3 — select your hubspot account hubspot will display an account selection screen click the radio button next to your company account (e g , the cloud marketplace company ), then click "select account" before no account selected, click the radio button after account selected, click "select account" step 4 — review permissions & connect the app hubspot will show a permissions review screen you may see warning banners, these are standard hubspot notices for apps not yet listed in the hubspot marketplace the wetransact app is a trusted integration built for your account about hubspot warnings these warnings are expected for private oauth integrations and do not indicate a security risk only proceed if this url was received directly from wetransact the app requests the following permissions true 330,331left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type scroll to the bottom of the page, check the acknowledgement checkbox, and click "connect app" before check the acknowledgement box at the bottom after "connect app" is now active, click it step 5 — confirm successful installation after clicking "connect app" you will be redirected to a confirmation page displaying "app installed successfully" the wetransact hubspot app is now connected to your portal note the hub id shown on the confirmation page you can safely close this tab and return to hubspot the integration is now active next steps notify your wetransact contact that installation is complete wetransact will verify the connection and begin data sync configuration for any issues, contact support\@wetransact io