Saysimple + HubSpot
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      Installation and Subscription Guide for the Saysimple + HubSpot App

      A step-by-step guide to install the Saysimple + HubSpot integration

      In order to install the Saysimple + HubSpot integration, you will need a HubSpot account and a SaySimple license.

      1. Download the app:

        - Install the SaySimple app in HubSpot by clicking on this link: SaySimple module installation - HubSpot
        - Install the HubSpot app in SaySimple, available in the SaySimple Marketplace.

      2. Configuring the application:
        - Once the apps are installed you should go to HubSpot, at the top panel you must click on the store icon and then, go to "connected apps".

        STEP BY STEP

        1- Installation of Saysimple on HubSpot

        • Downloading the app:
          First, go to the HubSpot Marketplace and select the Saysimple app. Remember that you'll need Administrator permissions to install it. Click the ‘Request Installation’ button and fill out the form that appears. Once you’ve completed it, you’ll be able to choose which HubSpot account you want to install it on
        • Purchase process
          Next, you’ll need to complete the purchase process. This is done directly from the app’s settings panel.

          If you’re not already there, you can get back by clicking the store icon, going to ‘Connected Apps’ and selecting the Saysimple app.

        Once you’re in the settings panel, go to the ‘Subscription’ section and click the 'Manage' button. There you can choose between a Monthly or Annual plan using the payment option selector. Once you’ve decided, click 'Subscribe to Annual Plan' or 'Subscribe to Monthly Plan'.

        2- Installing HubSpot on Saysimple


        The second step is installing HubSpot in Saysimple. To do this, log in to your Saysimple account, go to the App Marketplace, search for HubSpot, and click 'Install'.

        Once you’ve completed the installation process, you’ll need to configure the module. Follow the steps in the 'Saysimple + HubSpot Integration Configuration Guide'.