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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Step-By-Step

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.

1

Click on “Start Installation” button
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2

Log in to your HubSpot account

You will be prompted to log in to your HubSpot account
3

Select your HubSpot portal

Choose the HubSpot portal you wish to connect the app to.
Select Hubspot Account
4

Connect the App

Scroll down and click connect the App
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5

Complete the installation process

Follow the prompts to complete the installation process
6

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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