Detailed App Connection Steps
CloseBot's simple click to connect feature makes it easy to connect to a new HubSpot. Start by navigating to the Sources page and clicking to add a new source.
Select HubSpot and click Connect; a pop‑up OAuth window will open. Choose the workspace or account you wish to authorize—if you’re not already logged in, you’ll be prompted to sign in first. Add a name for this HubSpot account.
Navigate to the tab that opened that has the CloseBot app permissions for approval. Scroll to the bottom to approve the permissions.
The HubSpot account will be connected once you click Add Source
Uninstall Instructions
Uninstalling CloseBot is just as easy as installing. Simply find your source you would like to uninstall within CloseBot or within your HubSpot installed app list and click to uninstall.
Next Steps
Learn all about the source connection steps in this more general help article HERE.