Installing Apps

This guide walks you through installing an OpsAgent app to your HubSpot portal, managing permissions, and uninstalling apps.

Installation Flow

Step 1: Browse and Select

Visit the App Marketplace and click on any app to view its details. Each app page shows:

• A description of what the app does
• Available features and their HubSpot permission requirements
• Documentation links

Click Install to open the installation dialog.

Step 2: Select Features

The installation dialog shows all available features for the app. Some features are marked as Required and cannot be deselected — they're core to the app's functionality. Optional features can be toggled on or off based on your needs.

If the app has only one feature, it will be pre-selected automatically.

Step 3: Granular Object Selection

When an app supports multiple HubSpot object types (Contacts, Companies, Deals, etc.), you can enable Granular Object Selection to control exactly which objects the app can access.

This is recommended for data privacy — it follows the principle of least privilege by granting access only to the specific objects you need. For example, if you only need to format phone numbers for Contacts, you don't need to grant access to Companies or Deals.

When Granular Object Selection is disabled, all available objects for each feature are included automatically.

Step 4: Review Permissions

Before completing the installation, you can expand the Required Permissions section to see the exact OAuth scopes that will be requested. These scopes are calculated based on your feature and object selections.

Step 5: Authorize via HubSpot

Click Install App to be redirected to HubSpot's OAuth authorization page. Here you'll:

1. Select which HubSpot portal to connect (if you have multiple)
2. Review the permissions being requested
3. Click Connect app to authorize

After authorization, you'll be redirected back to OpsAgent and the app will be ready to use.

Data Privacy Philosophy

OpsAgent is built around five core data privacy principles:

• Minimal Access — We only request the minimum OAuth scopes necessary for the features and objects you choose to enable.
• Transparency — You have full visibility into which scopes are required and why, before you authorize anything.
• Data Protection — Your data is encrypted in transit and at rest. We never sell or share your information.
• Purpose Limitation — We only use your data for the specific purposes you authorize.
• Your Control — You can revoke access at any time through your HubSpot settings or by uninstalling the app.

Updating Permissions

If you want to enable additional features or change object selections for an installed app:

1. Go to your installed app's page in OpsAgent
2. Click Update Permissions
3. Select or deselect features as needed
4. Re-authorize via HubSpot OAuth

The dialog will show which permissions are new (highlighted in green) and which would be removed.

Uninstalling Apps

To uninstall an app:

1. Navigate to your installed app's page
2. Click Uninstall
3. Confirm the uninstallation

Uninstalling removes the app's connection to your HubSpot portal. Any workflow actions from the app will stop functioning in your HubSpot workflows, so make sure to update your workflows before uninstalling.

You can also revoke the app's access directly from HubSpot under Settings > Integrations > Connected Apps.