netLex & HubSpot Installation Guide
Follow the steps below or watch the tutorial video.
1. Activate the integration in netLex
Access your netLex account and go to Settings > Extensions.
Find the HubSpot app and click “Activate”.
You will be redirected to HubSpot to authorize the integration.
2. Select your HubSpot account
If you have more than one account, select the one you want to connect. If you only have one, this step will be automatic.
3. Link your data
In netLex, click “Manage data”.
Choose the desired document template and map the template variables to the HubSpot deal properties.
You can repeat this process for as many templates as you need.
4. Final adjustment in HubSpot
Go to Settings > Integrations > Connected Apps, select the netLex app, and enable the option “Default view”.
5. Start using it
In HubSpot, go to CRM > Deals, open a deal, and use the netLex card on the right sidebar to generate documents.
Prefer learning by watching the tutorial video?
Uninstalling
If you need to uninstall the integration, go to your netLex account:
Settings > Extensions > Disable HubSpot.
If you need any help, send an email to suporte@netlex.com.br.
We’re ready to assist you. :)
Frequently Asked Questions
You must have “Admin” permissions in netLex and “App Marketplace access” permissions in HubSpot.
After configuration, all HubSpot users will have access to the feature.
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If the email used for the user in netLex is different from the email used in the HubSpot account, authentication will not be possible.
On the deals page, netLex appears on the right-hand sidebar as a card with options to generate documents.