Installation

This guide walks you through installing Email Cleaner 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 Email Cleaner 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 Email Cleaner.

3. Authorize Permissions

HubSpot will ask you to authorize the following permissions:

• Workflows - required so the app can register the Clean Email workflow action in your portal

Review the permissions and click Connect app.

4. Start Using

Email Cleaner works out of the box with no additional configuration required. Once installed, you can immediately add the Clean Email action to any workflow.

See the Settings Reference for optional settings.

5. Verify Installation

Check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Clean Email action appears when editing a HubSpot workflow (look for it under the "Email Cleaner" app heading)

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.