How To Install the Customer Service Portal

So you need a place for Contacts to view tickets....this app has you covered.

  1. From the HubSpot ecosystem listing, click Install App.

  2. If you have access to multiple HubSpot accounts, choose the one you’d like to have the app and click Connect App.
  3. If you’ve never installed one of our apps, you’ll be asked to create an Admin user account. This account will allow you to log in to and manage your hapily apps.
  4. You’ll then need to choose a password for that user.

Hit next and....boom! You’ll be redirected to your HubSpot instance!

Behind the scenes, we are syncing all of your ticket information, which should take between 1-48 hours, depending on how many tickets you have.


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