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How to Install Saular for HubSpot

Step-by-step guide to setting up your Saular integration

Overview

This article walks you through installing Saular, connecting it to HubSpot and OpenSolar, and finalising the setup so your customer and project data sync automatically between both platforms.


Quick Start

  1. Visit the official integration page: th-digital.au/hubspot-and-opensolar-integration

  2. Choose a pricing option and complete checkout.

  3. After checkout, you’ll be redirected to the installation page.

  4. Click Launch the App and select your HubSpot account.

  5. Log in with your OpenSolar credentials, confirm settings, and submit.

💡 Installation and connection take just a few minutes.


Prerequisites

  • HubSpot user with Super Admin or App Marketplace access

  • Active OpenSolar account with admin permissions

  • Internet access and browser access to both platforms


Permissions and OAuth Scopes

When you install Saular, HubSpot will ask for permission to access your contacts, deals, and company records. These permissions allow Saular to sync customer and project data automatically between HubSpot and OpenSolar.

💡 Saular only accesses the data needed for syncing and does not modify or store information outside your HubSpot or OpenSolar accounts.


Installation Steps

  1. Go to the Integration Page
    Head to th-digital.au/hubspot-and-opensolar-integration

  2. Choose a Plan
    Select the monthly, yearly, or custom plan and complete checkout.
    After successful payment, you’ll be redirected to the installation page.

  3. Launch the App
    Click Launch the App, then select your HubSpot account to install Saular.

    Saular Step 1

    Saular Step 2

  4. Authorize HubSpot Access
    Review the requested permissions and click Connect App.

    Saular Step 3

  5. Connect Your OpenSolar Account
    Enter your OpenSolar login credentials to finalise the connection with HubSpot.
    You can review or modify the sync settings before submitting.

    Saular Step 4

  6. Confirmation Message
    Once complete, you’ll see a confirmation message stating your accounts are connected.
    You can close the page at this point.

    Saular Step 5

Your OpenSolar and HubSpot accounts are now fully connected.

 


Installation Demo


Need Support?

If you encounter any issues, use the chatbot on thdigital.au