Installation
Last updated 3 weeks ago
This guide walks you through installing Data Hasher 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 Hasher 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 Hasher.
3. Authorize Permissions
HubSpot will ask you to authorize the following scope:
- Workflows (Automation) - required so the app can register the Hash Data workflow action in your portal
Review the permissions and click Connect app.
4. Start Using the App
Data Hasher works out of the box with no additional configuration required. Once authorized, the Hash Data workflow action is immediately available in your workflow editor.
See the Settings Reference for optional settings you can adjust.
5. Verify Installation
Check that:
- The app appears in your OpsAgent dashboard under installed apps
- The Hash Data action appears when editing a HubSpot workflow (look under custom actions from the Data Hasher app)
- The action is available in contact, company, deal, and ticket workflows
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.
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