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.
Build Your Package
Go to Partner Packages
"Create Package"
Give it a name and describe it (you can update this later.)
"Build Package"
Select Cards to add a collection of cards to the package
This is very useful to describe workflows, dashboards, custom fields, etc. to your clients.
Select HubSpot Resources to add workflows, fields, dashboards, etc. into the 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 you're looking for
Add it to the package and accept dependencies to make sure it works
Install Your Package
Create a Managed Supered Account for your client
"Assign Package" and select the package you want to install
Click on the underlined package name to be taken to that client's account with the package open (the UI will be orange)
Follow the button in the top right to install the package
You will go through an install flow in HubSpot itself to add any HubSpot resources
We recommend installing a package using the above steps because it creates a history of exactly what was installed to your client HubSpot instances.
If you are testing the package internally to verify it's working correctly (a best practice!), then you can "Uninstall Package" and install the package again from the "Partner Packages" page. We don't recommend that you do this for client accounts because they won't have access to cards and there won't be a history of the installation.