Installation

This guide walks you through installing Data Anonymizer 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

Installation Steps

1. Start Installation

Navigate to the Data Anonymizer 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 Data Anonymizer.

3. Authorize Permissions

HubSpot will ask you to authorize the following permissions:

• Workflows - required so the app can register its anonymization actions in your workflow editor

Review the permissions and click Connect app.

4. Verify Installation

After authorization, check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Anonymize String, Anonymize Number, and Anonymize Date actions appear when editing a HubSpot workflow (look under the Data Anonymizer heading in the action picker)

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.