Installation

This guide walks you through installing Date Manager 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 Date Manager 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 Date Manager.

3. Authorize Permissions

HubSpot will ask you to authorize the following permissions:

• Workflows - required so the app can register and execute workflow actions in your portal

Review the permissions and click Connect app.

4. Verify Installation

Check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Add Time to Date action appears when editing a contact, company, deal, or ticket workflow in HubSpot

No additional configuration is needed. Date Manager works out of the box once installed.

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.