Setting up the Integration

This guide walks you through installing the Command Credit integration and connecting it to your HubSpot portal so you can start running credit checks directly inside HubSpot.

It is a 2-step process.

Before you start

Make sure you have the following in place before installing:

• An active Command Credit account

• Super Admin access in HubSpot or access to install Marketplace Apps in HubSpot

Step 1: Install the integration

1. Open the Command Credit integration page

2. Click Install app

3. Select the HubSpot portal you want to connect

4. Review and accept the required permissions

Once accepted, HubSpot will confirm the app has been installed successfully.

Step 2: Authenticate your Command Credit account

After installation, you’ll be prompted to connect your Command Credit account.

1. Fill out the form to request your Connection details

2. A support agent will get back to you within 1 business day confirming the connection has been enabled. 

This step allows HubSpot to retrieve credit information on demand or via workflows.

Common setup questions

Do I need to install anything outside HubSpot?

No. The integration runs entirely inside HubSpot once installed and authenticated.

Can I connect multiple HubSpot portals?

This depends on your Command Credit plan. Contact Command Credit if you need multi-portal access.

Is the data updated automatically?

Credit checks run when triggered manually or via workflows. They are not continuously refreshed unless configured to do so.