Set-Up Guide: How to install DoCurrencies on HubSpot

Your step-by-step guide to starting your DoCurrencies free subscription and installing it into your HubSpot Portal

About DoCurrencies: 

DoCurrencies automatically updates your HubSpot currency rates every day

  • No configuration is required. All active currencies are updated once per day.
  • "Update Currencies Now" button, to set up new currencies instantly.
  • Works with all paid editions of HubSpot Sales Hub: Starter, Pro & Enterprise.

Installing DoCurrencies into HubSpot

On the HubSpot App Marketplace, click to install DoCurrencies to your HubSpot Portal.

DoCurrencies-Auth-Screen

If you're presented with several HubSpot portals, select the correct one where you wish to install DoCurrencies, then press the button "Choose Account"

Tip: You must be a Super Admin in your HubSpot portal to install an App

Click > Connect app

Once installed, you will automatically be directed to the DoCurrencies settings screen in your the HubSpot account.

Thats all you need to do! DoCurrencies is automatically ON, updating your currencies each day.

You can then manage your DoCurrencies settings within your HubSpot account >

Settings > Integrations > Connected Apps > DoCurrencies > General Settings