How can I ensure the assets are created successfully on HubSpot ?

Once you create the assets through the Onboard Assistant app, it’s important to cross-check if they’re reflected in your HubSpot CRM.

Since this app creates different sorts of assets, you need to go to different locations in your HubSpot CRM to check if they’re created or not.

Here’s the list of all these assets with their respective location in the HubSpot CRM:

  • Properties: Settings > Properties
  • Lists: Contacts > Lists
  • Workflows: Workflows or Automation > Workflows
  • Emails: Marketing > Email
  • Forms: Marketing > Lead Capture > Forms
  • Deals: Sales > Deals

You can go to these locations in your HubSpot account to check if the assets were created on HubSpot or not.

If you don’t see them there, make sure to let us know and we’ll fix it ASAP.

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