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HubSpot

Create a new Account
Installing
Features
In order to access and utilize our system on HubSpot, it is necessary to create an account on our platform. Additionally, you will need to set up a billing account with Stripe, our payment processing provider. The billing account with Stripe ensures a secure and streamlined payment process for your transactions within our system.

Create a new Account

  1. 1.
    To begin the sign-up process, please visit our platform's registration page at https://app.caffeinatedcx.com/registration.
  2. 2.
    On this page, you will need to provide the following personal information:
    1. 1.
      First Name: Enter your first name.
    2. 2.
      Last Name: Enter your last name.
    3. 3.
      Email: Provide a valid email address.
    4. 4.
      Password: Choose a secure password for your account.
  3. 3.
    After filling in your personal information on the registration page, click on the 'Next Step' button to proceed to the next stage of the sign-up process. This will take you to the subscription page.
  4. 4.
    On the subscription page, click on the 'Subscribe' button to initiate the subscription process. This step is necessary to set up your billing account and enable access to the full features of our platform.
  5. 5.
    On the subscription page, you will be prompted to enter your personal information, including your email address and support domain. Additionally, you will need to provide your payment information to complete the subscription process.
For HubSpot, your support domain will be your Account ID. Clicking on your avatar menu positioned in the upper-right corner will allow you to obtain your account ID, as shown in the image below..
Checkout Page
  1. 6.
    After a successful payment, you have two options to proceed:
    1. 1.
      Install our application: To integrate our application with HubSpot, please follow these two steps:
      • Install HubSpot app: You can easily authorize our application by clicking on the provided HubSpot app link.
      • Install Chrome extension: Click on the Chrome extension link to add our extension to your Chrome browser.
      Once completed, you should see Caffeinated CX appearing on your HubSpot site. If it does not appear, simply refresh the page.
    2. 2.
      Customize your AI actions: Alternatively, you can start customizing your AI Actions right away. By accessing the customization settings, you can tailor the AI's actions and behavior to align with your specific requirements and preferences.
If you require further assistance or have any questions during the installation or customization process, our support team is readily available to assist you at [email protected]
To install our application on HubSpot, please follow these simple steps:
  1. 1.
    Once you have successfully created an account, please visit https://app.hubspot.com/oauth/authorize?client_id=844243a7-0c00-4083-98d0-12c6bc180735&redirect_uri=https://api.app.caffeinatedcx.com/plugin/hubspot/auth/callback&scope=tickets%20conversations.read to proceed with the installation of our application on HubSpot App Marketplace. This link will direct you to the app's preview page where you can initiate the installation process.
  2. 2.
    Choose your account and continue.
  3. 3.
    Agree the requesting access to finalize the installation.
  4. 4.
    After successfully installing the HubSpot application, the next step is to install our Chrome extension. To do this, please visit https://chrome.google.com/webstore/detail/caffeinated-cx-hubspot/ehlmajacjgabjmjemdikeghookaglpbk/related?hl=en. Clicking on this link will redirect you to the preview page of the Chrome extension, where you can easily add it to your Chrome browser.
  5. 5.
    Click the 'Add to Chrome' button to initiate the extension installation process.
  6. 6.
    Finally, after successfully installing both the HubSpot app and the Caffeinated CX Chrome extension, kindly refresh the HubSpot site.
By following these steps, you will successfully install and authorize our application and extension on HubSpot and be ready to benefit from our features and functionalities.
Below is a list of features available for HubSpot: