WeTransact Hubspot App Installation guide

step 1 – install the wetransact hubspot app open the following installation url wetransact hubspot app link https //app eu1 hubspot com/oauth/authorize?client id=c9acc418 aa9e 44e2 9040 65c09b41f13c\&redirect uri=https%3a%2f%2fwetxcrmproxy dshhbteze4hdgdfm northeurope 01 azurewebsites net%2foauth%2fcallback\&scope=crm objects contacts write+oauth+crm objects companies write+crm objects companies read+crm objects deals read+crm objects deals write+crm objects contacts read select the hubspot account you want to connect note some users may only have one account available to choose choose your hubspot account click connect app to continue once the installation is complete, you will see the following confirmation message step 2 – configure card locations from the hubspot navigation bar, click settings navigate to integrations → connected apps locate the installed wetransact hubspot app open the wetransact hubspot app settings click manage locations under wetransact co sell wizard select wetransact co sell wizard , then click save next, click manage locations under wetransact private offer wizard repeat the same process and click save step 3 – add the cards to the deals sidebar from the left navigation menu, go to crm → deals open any deal click customize → default view click the "+" icon to add cards to the right sidebar select card library , then add the following cards wetransact co sell wizard wetransact private offer wizard after both cards display the added status, close the pop up window click save and exit step 4 – verify the installation open any deal you should now see both wetransact cards displayed on the right hand sidebar √ wetransact co sell wizard √ wetransact private offer wizard installation complete 🎉 your wetransact hubspot integration has been successfully installed and configured 🟣 support we hope you were able to successfully follow the steps outlined above if you face any issue please do not hesitate in reaching out to your wetransact representative 💬 for more, contact us at \<font color="#a855f7">\</font>