This guide covers everything about Bettermode's HubSpot app: connecting your HubSpot account, what syncs between your community and HubSpot, the optional features you can switch on, and how to remove the integration and what happens to your data when you do.

You'll need:

• Admin access to Bettermode, on the Growth or Premium plan.
• A HubSpot super admin, or a HubSpot user with App Marketplace Access, to approve the connection.
• Any HubSpot plan, including Free. Knowledge base search also needs Service Hub Professional or Enterprise.

Part 1: Install and connect HubSpot

1. In your Bettermode Administration view, go to App store → Apps & Integrations.
2. Find the HubSpot app by Bettermode and click it, then click Install. Contact the Bettermode team if you don't see the app.
3. Open the app's Settings tab and click Connect HubSpot. You'll be redirected to HubSpot.
4. Choose the HubSpot account to connect, review the requested permissions, and click Connect app.
5. You're redirected back to the settings page, which now shows the connected HubSpot portal under Your connection.
6. Switch on the features you want (see Part 2) and click Save Settings. Everything is off until you save.

Starting from the HubSpot App Marketplace

1. On the app's Marketplace listing, click Install.
2. Enter your community's address, for example community.example.com, and click Continue.
3. Sign in to your community as an admin if you aren't already. You land on the app's page in your community. Install it and connect HubSpot as in steps 2 to 6 above.

Connecting the right account

A community connects to one HubSpot account. If you reconnect and pick a different account, nothing changes and the settings page tells you which account to choose. To move to a different HubSpot account, click Disconnect first, then connect again.

Part 2: Choose what to sync

The settings page has a card for each feature. Switch on what you need and click Save Settings.