HubSpot Setup Guide

How to install the Clustdoc app in HubSpot ?

Your clustdoc email must be the same as Hubspot's.

To install Clustdoc, here are the instructions :

1. Go to the App Marketplace in HubSpot
2. Search for Clustdoc in the search bar
3. Click on the Clustdoc app in the search results
4. Click on the Install app button at the top right of the Clustdoc App Marketplace page
5. Select the environment you would like to connect the Clustdoc app to read the overview of the app, and then press the Connect app button at the bottom of the screen.

Once this is done, your Clustdoc environment will be created and linked to your HubSpot environment.

Actions with Clustdoc

• Create an application inside HubSpot
• View list of applications
• Close an application
• Delete an application
• Uninstall Clustdoc from HubSpot

If you want to uninstall Clustdoc from HubSpot.

In HubSpot

1. Go to the Settings
2. Account Setup
3. Integrations - Connected Apps. You should have a list of all the apps installed on your account.
4. Find Custdoc and click on “Actions”.
5. Select uninstall and confirm by typing “uninstall” in the box.