New Feature: In-App Package Builder Install Flow

Package Builder and HubSpot Resources have a new in-app install flow that creates a smoother experience for users.

• Navigation: No more navigating out of the app to HubSpot.

  • New feature: ‘HubSpot Resources’ is now a tab within the app rather than sending you elsewhere.

    • Legacy access: A link remains to trigger the old flow. You can open the sidebar, navigate to your portal, and work as normal. There is also a legacy installer.

• Built-in portal selection: Open the portal, select your account, and you’re good to go.

  • Tab proxy: The system proxies to your browser tab where the source account is.

  • Lock 🔒: A lock icon appears on the dependency-source tab. If you try to close it, you’ll get a warning that changes may not be saved.

  • Live updates: No need to refresh in-app because changes will update live. Refreshing is only needed when using the legacy path.

  • Installer: The installer now works in-app too, so it won’t send you elsewhere. The legacy installer is still available if you prefer it.

• How to: Initiate, build, and install

  • Initiate the package build: Click Partner → Partner Packages → Create Package → Name the package → Click Save.

  • Build package: Click HubSpot Resources → Select your HubSpot Portal → Add your HubSpot Resources → Add Dependencies → Click Publish Package Draft.

    • Legacy build: Select Click here to use the legacy resource builder if you want to still utilize the old way of building a package.

  • Install package: Click Step 1: Start Install → Open Installer → Select your portal or click Open a HubSpot Portal → Select the account → Click Install Resources.

    • Legacy install: Click Use the legacy installer if you want to still utilize the old way of installing a package.