HubSpot App Installation

This guide provides a straightforward process for installing the SalesAi app on HubSpot, ensuring users can enhance their productivity with ease. Scroll through the steps below:

Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:

• Access Required: You need Super Admin access or specific permission to install apps from the HubSpot Marketplace. Otherwise, you’ll only see the option to request installation.

• Navigation:

  1. Log in to HubSpot.

  2. In the top menu, click the house icon and select Apps.

• Find SalesAi App:
  3. Use the search bar to type SalesAi.
  4. Select the app with the neon green SalesAi logo.

• Install Process:
  5. Click Install App (top right).
  6. Review requested access permissions, terms, and privacy policy. Check the agreement box.

• Account Requirement:
  7. You must already have an active SalesAi account. If not, you’ll need to book a demo to get started.

• Final Steps:
  8. Sign in to your SalesAi account to connect it.
  9. Once successful, you’ll see a confirmation that SalesAi is installed and can click Explore App Features to learn more.