HubSpot + SlateCX Installation Handbook

Overview

With the SlateCX-HubSpot integration you can:

Prerequisites

Before you start, make sure you have:

• ✓
  Admin access in SlateCX (to configure integrations and app cards)
• ✓
  Sufficient permissions in HubSpot to:

  • Install apps from the HubSpot Marketplace
  • Manage Connected Apps and App cards
• ✓
  A HubSpot account on a tier that supports Connected Apps and custom app cards

1 Install the SlateCX Connect App

1. In SlateCX, go to Admin → Integrations.

   

2. Click Connect HubSpot. You will be redirected to sign in to your HubSpot account.

   

3. Select the HubSpot portal where you want to install the app and click Choose Account.

   

4. Review and accept the requested permissions, then click Connect app.

   

5. After the app is installed, you will be redirected back to the SlateCX Admin portal showing the HubSpot connection details.

   

2 Add Assets, Forms & Meetings into SlateCX

1. In HubSpot, create the assets, forms, and meetings you want to use with SlateCX.

2. In the SlateCX Admin portal, go to Sources and click Upload Source to add HubSpot asset URLs into SlateCX.

   

3. In the SlateCX Admin portal, go to Card Library and click Create Card to configure your HubSpot content:

   Source

   Select a source to create a card from. Choose from any uploaded HubSpot source.

   

   Meeting

   Set Type to HubSpot meeting. Available HubSpot meetings will appear in the dropdown.

   

3 Show Contact Intelligence on HubSpot Records

1. In HubSpot, go to Settings → Connected Apps, click the SlateCX app, open the App cards tab, and click Manage locations.

   

2. Either create a new SlateCX tab or choose an existing tab, then click Add card.

   

3. In the pop-up, go to Card library, search for SlateCX Contact Intelligence, and click Add card.

   

4. Open any contact record. The Slate statistics and chat history will now appear via the SlateCX Contact Intelligence card.