Embed ImpactPilot in HubSpot


How to Embed Impact Pilot in HubSpot

Step 1: Download the Chrome Extension



Step 2: Locate Impact Pilot in HubSpot


  • After installation, open HubSpot.
  • Check the CRM tab for the Impact Pilot icon.
  • If using the Customer Success Workspace, navigate to the Customer Success Workspace dashboard to find it.

Step 3: Edit Impact Pilot in HubSpot 0:23

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  • Click on the Impact Pilot icon to access its features.
  • Make any necessary edits or adjustments within HubSpot.

Link to Loom

https://loom.com/share/e974ca6a32e143f8857c839a131780e7