When you use The Org Enrichment app on HubSpot, you'll be able to view organization charts directly within HubSpot, linked to your Contact and Company data.
Follow these step-by-step instructions to get set up:
Step 1: Connect your HubSpot account
Connect your HubSpot account using the hyperlink below. It will open in a new window, allowing you to keep these instructions handy.
Step 2: Login to your HubSpot account
Use your HubSpot credentials, not your The Org account.
Step 3: Select your HubSpot account
If you only have one HubSpot account, this step will be skipped automatically. Once you've installed The Org Enrichment app on your account, all users connected to that HubSpot instance can use the app to view org charts.
Step 4: Open The Org from the HubSpot sidebar
You can find The Org app in the sidebar for any Company or Contact in your HubSpot account.
Step 5: View Org Charts
View up-to-date org charts for all Company and Contact data in HubSpot.
Step 6: Create Contacts
If you are on an Enterprise subscription tier, you can directly add contacts from the Org Chart to your HubSpot account. If you're interested in this feature, please reach out to us to learn more!
Want to uninstall?
If you need to uninstall The Org, you can do so from the HubSpot integrations settings page. Open HubSpot and navigate to Settings > Integrations > Connected Apps. Find The Org and click 'Uninstall.'
Unfortunately, we are not notified when you uninstall, so if you have an active subscription with us, please let us know that you've disconnected by contacting us at [email protected].
