Installation

This guide walks you through installing Find and Replace 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 Find and Replace 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 Find and Replace.

3. Authorize Permissions

HubSpot will ask you to authorize the following permissions:

• Workflows - required so the app can register the Find And Replace workflow action and execute it when records are enrolled

Review the permissions and click Connect app.

4. Start Using the App

Find and Replace requires no additional configuration after installation. The workflow action is immediately available in your HubSpot workflow editor.

5. Verify Installation

Check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Find And Replace action appears when editing a HubSpot workflow (under custom actions)
3. The action is available for 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.