Task · Admin console

Install Bridge from the HubSpot Marketplace

Install Bridge in your portal from the HubSpot App Marketplace

Screen
HubSpot
Section
HubSpot integration
Steps
7
Version
1.0
Updated

Also searched as: marketplace, hubspot marketplace, app marketplace, install bridge, install app, install from hubspot, connect app, authorize, oauth

Markdown version

You opened step 2: Install Bridge from the Marketplace

What you can do

Install Bridge in your portal from the HubSpot App Marketplace

Start in HubSpot, authorize Bridge, log in with your Bridge account and land in the console with the connection ready. In 7 steps.

  • The install starts in HubSpot
  • Authorization with Connect app
  • Your existing Bridge account
  • The connection, ready in CRM

Steps

  1. Step 1 of 7

    Have your Bridge account ready

    This path starts in HubSpot and ends in your Bridge account.

    This path is for when you discover Bridge in the HubSpot App Marketplace and want to install it directly from there. To complete it you need a Bridge account: if you do not have one yet, sign up at bridge.new before you start the installation. In HubSpot you need Super Admin permission or a user with OAuth authorization rights.

    • You need a Bridge account
    • No account: sign up at bridge.new
    • In HubSpot: Super Admin or OAuth rights

    Watch step 1 on the screen

  2. Step 2 of 7

    Install Bridge from the Marketplace

    Bridge is installed from its Marketplace listing.

    In HubSpot, find Bridge in the App Marketplace and open its listing. On the Bridge listing, click Install app. HubSpot then shows the authorization screen for Bridge.

    • Find Bridge in the App Marketplace
    • On its listing, click Install app

    Watch step 2 on the screen

  3. Step 3 of 7

    Review the permissions

    HubSpot shows what Bridge will be able to see and do.

    HubSpot shows the scope approval screen with the permissions Bridge requests; Bridge appears with its official name and logo. The permissions include viewing and managing CRM data, such as contacts, companies, deals and their properties, and basic HubSpot account information: the user’s email address and the account’s primary domain.

    • Manage and view your CRM data
    • Basic HubSpot account information

    Watch step 3 on the screen

  4. Step 4 of 7

    Authorize with Connect app

    Once you authorize, HubSpot sends you to Bridge.

    Check the box that confirms you agree to the app’s terms and privacy policy, and click Connect app. HubSpot redirects you to the Bridge login page.

    • Agree to the terms and privacy policy
    • Click Connect app

    Watch step 4 on the screen

  5. Step 5 of 7

    Log in to Bridge

    Bridge identifies your account with your credentials.

    On the Bridge login page, log in with your existing Bridge account credentials. Once you log in, Bridge takes you to the CRM section of the console, under Connections › CRM.

    • The Bridge login page opens
    • Use your Bridge account credentials

    Watch step 5 on the screen

  6. Step 6 of 7

    Check the connection in CRM

    The console opens with the connection already active.

    After you log in, Bridge opens the CRM section with the HubSpot connection already established. The page confirms it with the message The provider HubSpot is currently connected and shows the Overview, Activities, Contacts, Deals, Pipelines and Duplicate Contact Handling tabs.

    • The provider HubSpot is currently connected
    • Six tabs appear

    Watch step 6 on the screen

  7. Step 7 of 7

    Continue with field mapping

    The last part of the install: matching the fields.

    Continue with the Field mapping step of the setup, where you match HubSpot fields with Bridge attributes. Bridge suggests a mapping based on standard HubSpot property names. To review it and finish the sync, follow the guide Choose the sync and map the fields.

    • Bridge suggests the field mapping
    • Next guide: map the fields

    Watch step 7 on the screen