Amalia widget on Hubspot
Updated
Please refer to this page for setup on Salesforce.
You can use Amalia without leaving Hubspot thanks to our iFrame powered widget.
The setup is quick and simple: with our guide it should take you less than 5 minutes if you have access to create or edit dashboards on your organization's Hubspot.
- Go to Reporting, then click on Create dashboard.
- Click on + New dashboard to create a dashboard from scratch.
- Name your new dashboard, select desired access rights for teammates then save and go to the newly created dashboard.
- In Actions menu, click on Add external content.
- Select Other content, then copy and paste this link to the URL field: https://app.amalia.io/auth/iframe
- A preview of Amalia's widget should appear. Click on Add to save the widget.
- Thanks to SSO, you will see yourself logged in for the widget. Your teammates will also see their own homepages when they use the Amalia widget on Hubspot.
- Resize the widget for full width to get a better view on Amalia.
- You can add the dashboard to favorite for easy access on Hubspot in the future.
