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Daeda Essentials - Setup Guide

Setup Guide

Section titled “Setup Guide”

This guide walks you through installing Daeda Essentials from the HubSpot Marketplace.

Prerequisites

Section titled “Prerequisites”
  • A HubSpot account with admin access
  • An active Daeda Essentials subscription

Step 1: Find the App in the Marketplace

Section titled “Step 1: Find the App in the Marketplace”

Navigate to the Daeda Essentials listing in the HubSpot App Marketplace.

Step 1 - Marketplace Page

Step 2: Click Install

Section titled “Step 2: Click Install”

Click the orange Install button on the left sidebar.

Step 2 - Click Install

Note: If you see a message stating “Requires Daeda Essentials subscription”, ensure your subscription is active before proceeding.

Step 3: Review Permissions

Section titled “Step 3: Review Permissions”

A modal will appear showing the permissions required by the app:

  • Manage and view your account settings
  • Workflows
  • Basic HubSpot account information

Step 3 - OAuth Connect

Step 4: Authorize the Connection

Section titled “Step 4: Authorize the Connection”

Review the permissions, check the box to agree to the terms and privacy policy, then click Connect app.

Step 4 - Click Connect

Step 5: Installation Complete

Section titled “Step 5: Installation Complete”

You’ll see a confirmation that Daeda Essentials has been installed successfully.

Step 5 - Complete

Click Explore app overview to configure the app, or Close to finish.

Next Steps

Section titled “Next Steps”

Now that Daeda Essentials is installed, you can start using its workflow actions: