Are you a partner looking to install workflows, fields, dashboards, etc. into your client HubSpot accounts? We've got you covered. This guide will walk you through the actual installation process of a package, including new features and updates we just released to make this process even simpler than before!
How do I Build a Package for my Clients?
Navigate to your Package Builder Portal [Partner -> Partner Packages].
Click Create Package.
Update Package Details: Include a Name, Short Description, and Full Description, if you'd like.
The package will autosave at this point and exists, even if you keep it "unnamed" and exit without saving.
Click Build Package to add bases, process rules, updates, action plan instances, and HubSpot resources into your package.
In HubSpot, select the account that has the resources you want
Choose the resource type on the right side and then find the resource your looking for
Add it to the package and accept dependencies to make sure it works
Once your resources are added, click Publish Package Draft.
When you're ready to install the package into an account, click Start Install.
How do I Deploy Assets to my Clients?
Navigate to the HubSpot Installs portal [Partner → HubSpot Resources]
Click Install Assets on the top right corner
Select the package you want to install.
These will only be packages that have HubSpot resources.
Only the HubSpot resources are installed.
No client account or base is selected.
Click Install.
The Install Process is the same as before.
As you install, the account ID and name will be filled out.