Quick setup pilot version Creditsafe app for HubSpot

  • This installation is intended for HubSpot users who have an active Creditsafe subscription.

  • During the installation process, you will be asked to provide the username and password associated with your Creditsafe account.

  • This pilot version has not yet been approved by HubSpot and is therefore not listed on the HubSpot Marketplace. The approval process will be initiated once there are three or more active installs.

  • To install the app, you must add the user admin@leapware.app to your HubSpot portal. Create this user with minimal permissions, for example read‑only access to the Company object.

  • Leapware will then need to approve your portal. You will be notified once this has been completed, after which you can continue with the installation.

 

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Step 1 - Choose portal

You can install the app using the link below.
HubSpot will ask you to select the account in which you want to install the app.
Simply choose the desired account to continue.



https://creditsafe.leapware.app/hubspot/install

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Step 2 - Accept scope

The Creditsafe app requests permission to access and update certain HubSpot data.

The app only writes data to the Company record.

 

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Step 3 - Creditsafe credentials

This version of the Creditsafe app is intended for existing Creditsafe customers.

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Step 4 - Connect your Creditsafe account

Enter your Creditsafe username and password here.
If you have your Creditsafe customer number available, you can enter it as well.
Providing this information helps us respond more accurately in case any questions arise.

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Step 5 - Finish setup

The final step of the installation process shows which custom properties will be created by the installer.
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Step 6 - Add the card to the right side panel

To use the app, you need to add it to the right sidebar of the company record.