User Guide - Pintags Application

How to Install & Connect PinTags to HubSpot

Step 1: Install PinTags from the App Marketplace.

Step 2: Install the package and connect your HubSpot account.

Step 3: Once installed, the package will be visible under Integrations (Connected Apps).

How to Set Up Components in HubSpot

The following screenshots may help you as well.

Set Up PinTags Component

Navigate to your HubSpot Account -> Settings -> Integrations -> Connected Apps -> Click on PinTags ->Three options will be available (Add to Contacts/Add to Company/Add to Deal)-> Add PinTags to all record pages and save it.

Step 1: Navigate to your HubSpot Account -> Settings(Integrations)

Step 2: Go to Integrations -> Connected Apps ->PinTags

Step 3: Click on Add to Contact/Company/Deal -> Click on Default View.

Step 4: Click on Add Cards -> Check the checkbox for PinTags -> Save and exit.

How To Setup Components in HubSpot

Set Up PinTag Summary Component

Navigate to your HubSpot Account -> Settings -> Integrations -> Connected Apps -> Click on Pin Tag Summary -> An option will be available (Add to PinTag Parent)->The added Pin Tag summary will appear on records ->Save it.

Step 1: Navigate to your HubSpot Account -> Settings

Step 2: Go to Integrations -> Connected App ->PinTags

Step 3: Add a tag to the records -> Click Add to PinTag Parent.

Step 4: Click on Default View -> Add the PinTag Summary in the card -> Save and exit.

How to Create Tags in HubSpot

Navigate to HubSpot Account -> Go to CRM -> Contact / Company/ Deal -> Select any Contact record -> Create a new tag in the PinTags-> Create a new tag -> Added Tags visible on the PinTags section.

Step 1: Navigate to your HubSpot Account -> Go to CRM -> Contact

Step 2: Select any Contact record

Step 3: Create a new tag in the PinTags -> Create a new tag -> added tag will appear below.

How to Add Tags in HubSpot

Navigate to your HubSpot account -> Go to CRM -> Company -> Select any company record -> Search for an existing tag and click on the tag to add it -> The added tag will appear below.

Step 1: Navigate to your HubSpot Account -> Go to CRM -> Company / Deal

Step 2: Select any Company record.

Step 3: Search for an existing tag.

Step 4: Click on the tag to add it. The added tag will appear below.

How to Remove Tags in HubSpot

Navigate to your HubSpot account -> Go to CRM -> Company-> Select any Company record -> Click on the cross (X) button next to the tag-> Tag will be removed from the added tags.

Step 1: Select any Company record -> Click on the cross(X) button next to the tag.

Step 2: The tag will be removed from the added tags.

How to Preview the Tags details

Navigate to your HubSpot account -> Go to CRM -> Company -> Select any company record -> Navigate to the tag -> Preview the tag details in the table -> Click on Prepare CSV Files -> Copy the link and paste it into another tab -> The CSV file will be downloaded.

Step 1: Navigate to your HubSpot Account -> Go to CRM -> Company / Deal