Integration guides

HubSpot

Introduction

Salytix is a listed app on HubSpot. Meaning that it's easy to integrate your HubSpot account with a Salytix sales dashboard. It's also a secure way for you to know and understand what data Salytix is processing, and you can easily withdraw the access at any time. In short, Salytix will read information about your deals through the API. Salytix will also read all the users you have in your account.

Register an account on Salytix

If you already have an account on Salytix, skip steps 1 and 2.

  1. Register an account on Salytix
  2. Validate your email.
  3. Visit the integrations tab.
  4. Click the green "Connect" button on the HubSpot integration. You will be redirected to an auth screen in HubSpot.
  5. Read the terms, and accept that Salytix is allowed to read the necessary data (Deals, Users). When done, you will be redirected back to Integrations tab in Salytix.
  6. If everything was ok, you will see HubSpot under Active integrations.
  7. Now you can go over to the dashboard tab and create your first dashboard.
  8. When you have created your first dashboard, you will have to press the create filter button. After that your dashboard should start working.
  9. There are several configurations you can do if you need to. Check the configuration section down below for more configurations.

Install the app from the marketplace

These steps help you to complete the integration from within your HubSpot account

  1. Go to HubSpot marketplace and search for Salytix.
  2. Click on the app to go into the app overview page.
  3. In the top right corner, there is a orange button saying Install app. Press that button.
  4. Read the terms, and accept that Salytix is allowed to read the necessary data (Deals, Users). When done, if you don't have an account, you will be redirected to a sign up page, if you already have an account, press the "already registered" link. You have 5 minutes to register an account, if not the access will expire.
  5. Once registered, your account Salytix will have access to the necessary information in HubSpot.
  6. To check if this was successful, visit the integrations tab.
  7. If everything was ok, you will see HubSpot under Active integrations.
  8. Now you can go over to the dashboard tab and create your first dashboard.
  9. Select HubSpot as your CRM, and your dashboard should already be working.
  10. There are several configurations you can do if you need to. Check the configuration section down below for more configurations.

Process to uninstall The Salytix app

Not everyone will be happy with using our products & services, if that is the case, there is an easy way to remove the dashboards access to your information.

  1. Inside HubSpot, click on the house/marketplace icon in the top navigation bar and select Connected apps.
  2. You should see the Salytix app. Under the actions dropdown, press uninstall.
  3. This will remove Salytix dashboard's access to your data.
  4. Please notice Salytix about why you do no longer wish to use our dashboard, so we have get the chance to improve our services.