Setup Guide

1. 1

   Create Your Account

   • Visit app.coreportal.io
   • Enter your information and sign up for your account
2. 2

   Check Your Inbox

   • After signing up, you will receive an automated email asking you to confirm your email address
   • Just click the link and you're ready to continue the process!
3. 3

   Connect HubSpot to Your Account

   • To begin inviting customers to use your portal, you need to connect HubSpot
   • Click the button to authorize Connect to sync with your HubSpot account
   • The process is quick, easy, and secure
4. 4

   Sign In to HubSpot

   • Sign in to your HubSpot account to connect Connect to HubSpot.
5. 5

   Choose Your HubSpot Account

   • Delivers personalized content based on customer profile and behavior.
   • Easy content management within the portal, ensuring up-to-date information.
   • Supports multimedia content, including videos, documents, and guides.
6. 6

   Connect App

   • On the next screen, review the permissions
   • Choose Connect App
7. 7

   Sync Account

   • Once your HubSpot account has been connected, click Sync to sync your HubSpot data with Connect.

That's it! You're all set to begin exploring Connect.