How to Update the iSoftpull HubSpot CRM Integration (Early Access Users)

How to Update the iSoftpull HubSpot CRM Integration (Early Access Users)

How to Update the iSoftpull HubSpot CRM Integration (Early Access Users)

Overview

We’ve released an updated version of the iSoftpull HubSpot integration with improvements ahead of our public HubSpot Marketplace launch.

If you already installed an earlier version of the iSoftpull HubSpot integration, please follow the steps below to update to the latest version.

If you have never installed the iSoftpull HubSpot integration before, please follow our Standard Setup Guide (linked) for new users instead.

Step 1: Remove the Previous Early-Access Version

1. Log in to your HubSpot account.

2. Click the Marketplace icon in the top navigation bar.

3. Select Connected Apps.


4. Locate the iSoftpull app.

5. Click the Actions dropdown menu.

6. Select Uninstall app.


7. Type the uninstall confirmation text when prompted.

8. Click Uninstall button.


Once completed, proceed to the updated installation steps below.

Note: Uninstalling the previous app version will not remove your existing HubSpot contacts or configured contact layout tabs.

Step 2: Install the Updated iSoftpull HubSpot Integration

Before You Begin

If you previously installed the iSoftpull HubSpot integration or received the iSoftpull HubSpot Integration Early Access update email from our team, your HubSpot integration access is already enabled and you are ready to proceed with installation.

If you experience any issues connecting your account during setup, please contact the iSoftpull team for assistance.

760-579-6171

Install the Integration

1. Log in to your HubSpot account.

2. Open the new Hubspot x iSoftpull Integration Install Link 

3. Choose the account to download app 

4. Click Install app and follow the prompts.

5. During installation, log in using your iSoftpull credentials.


6. Click Done to complete setup.

Step 3: Re-Add the Updated iSoftpull Summary Card

If you previously created the “Credit Reports” tab within your HubSpot contact layout, you do not need to recreate the tab. You only need to add the updated iSoftpull Credit Report Summary card to the existing tab.

1. Navigate to CRM > Contacts.

2. Open any existing contact record.

3. At the top of the contact record, click Customize.


4. Select Default view to open the layout editor.

5. Open the existing Credit Reports tab (or whichever tab you previously used for the iSoftpull integration).

6. Click Add card.

7. Select the Card Library tab and search for:
iSoftpull Credit Report Summary

​
8. Select the card and click Add card.

9. Click Save to apply the changes.

Once saved, the updated iSoftpull Credit Report Summary card will appear within the Credit Reports tab and is ready for use.

Permissions & Notes

  • You must have appropriate HubSpot permissions to install apps and edit contact layouts.

  • Credit report access and available bureaus depend on your iSoftpull account configuration.

  • This configuration only needs to be completed once per HubSpot account.

Next Steps

Once the integration is installed and configured, you’re ready to begin pulling credit reports directly inside HubSpot.

👉 Continue to: How to Pull a Credit Report in HubSpot Using iSoftpull


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