Let’s Get Started

Install PocketKnife

Follow our installation guide to set up and integrate the feature into your system seamlessly. Achieve a smooth and hassle-free implementation for immediate usability. 

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Installation Guide

Follow our step-by-step installation guide to easily set up and integrate the feature with your system. Ensure a smooth, hassle-free implementation for immediate use.


Click on “Start Installation” button

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Log in to your HubSpot account

You will be prompted to log in to your HubSpot account


Select your HubSpot portal

Choose the HubSpot portal you wish to connect the app to.

Select Hubspot Account

Connect the App

Scroll down and click connect the App

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Complete the installation process

Follow the prompts to complete the installation process


Congratulations! Your installation is now complete!

Once the installation is complete, you can access Pocketknife from within HubSpot using the gearbox icon or click here.

HubSpot Workflow-Integrated Functions

These Pocket knife functions are available as a workflow actions in your HubSpot portal

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Pocketknife-Controlled Features

These Pocket knife functions are controlled from within the Pocket knife, log in here.

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