Installation

This guide walks you through installing Address Geocoder in your HubSpot portal.

Prerequisites

• An active HubSpot account with workflow access (Professional or Enterprise)
• Permission to install apps and manage workflows in your portal
• An OpsAgent account with an organization set up
• A Google Maps API key with the Geocoding API enabled (see Settings Reference for details)

Installation Steps

1. Start Installation

Navigate to the Address Geocoder app page in OpsAgent and click Install App.

2. Select Your Portal

If you have multiple HubSpot portals connected, choose the one where you want to install Address Geocoder.

3. Authorize Permissions

HubSpot will ask you to authorize the following scopes:

• Workflows - required so the app can register the Geocode Address workflow action

Review the permissions and click Connect app.

4. Configure Settings

After authorization you'll be redirected to the Address Geocoder settings page. Configure:

• Google Maps API Key - your API key for the Google Maps Geocoding API (required for the app to function)

See the Settings Reference for details on obtaining and configuring your API key.

5. Verify Installation

Check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Geocode Address action appears when editing a HubSpot workflow (under custom actions)
3. The dashboard shows geocoding statistics once you've processed your first address

Troubleshooting

Authorization Failed

Make sure you have admin or super-admin permissions in your HubSpot portal. Standard users may not be able to authorize app connections.

Workflow Actions Not Appearing

After installation, it can take a few minutes for HubSpot to register new workflow actions. Try refreshing the workflow editor. If they still don't appear, verify the app is active in your OpsAgent dashboard.

Geocoding Returns Errors

If the action returns errors when you test it, verify that your Google Maps API key is entered correctly in the Settings page and that the Geocoding API is enabled in your Google Cloud Console. Check the dashboard for error details.