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Install Insure AMS
Renewal Contact: choose which of a company's contacts is its renewal contact, right on the company record in HubSpot. The choice is saved on the company, so your workflows, lists and reports can use it.
Before you start
- You are a super admin of the HubSpot account you want to connect.
- Nothing to prepare: the app creates the company property
renewal_contact_id the first time someone saves, only if it doesn't exist yet.
What happens when you click Connect
- HubSpot asks you to choose the account and approve the app's access: read and update companies, add the one company property, read contacts, and add a note to the company timeline for every change.
- You come back to a "Connected!" page.
- Open any company in HubSpot. If the Renewal contact card isn't on the record yet, add it with Customize record.
- Pick a contact from the list and click Save. Every change is logged on the company's timeline with who made it.
Connect to HubSpot
Takes about a minute. You can disconnect any time from HubSpot's Connected apps page.