Setup Guide For Isara with HubSpot

HubSpot Integration

1. Already have a HubSpot account?

• Visit insights.isara.ai and click the HubSpot logo or find us on the HubSpot Marketplace:

• Sign in to your HubSpot account:

• Choose your HubSpot account:

• Authorize Isara and connect the app:

• After the consent page, you’ll be redirected to the main dashboard

Since data collection begins only at this point, it might take a few hours for us to gather all the data and run our models. Please note that this is a one-time task.

2. Don't have a HubSpot account yet?

Start from Isara:

• Click the HubSpot button from the Sign In page:

• Follow the steps required by HubSpot and provide details about your company:

• Authorize Isara AI and connect the app. You will be asked to choose your account:

After the consent page, you’ll be redirected to the main dashboard.

Since data collection begins only at this point, it might take a few hours for us to gather all the data and run our models. Please note that this is a one-time task.

Uninstalling Isara

Note: If you disconnect your HubSpot account from Isara, existing insights will be deleted from Isara

To uninstall Isara from your HubSpot account, follow the instructions in this HubSpot Knowledge Base article.