You need admin rights on your HubSpot account. vizrm installs once for your whole HubSpot account rather than per user, so the person connecting it needs rights to approve apps.
Where to start
If you install from the marketplace you can skip the next section. Installing from HubSpot authorises vizrm at the same time, so you go straight to setting a password.
Connecting to HubSpot
HubSpot opens in a separate window. In it, sign in to your HubSpot account, choose the account you want to connect, review the permissions HubSpot lists, and approve.
Finish connecting in the HubSpot window vizrm continues on its own the moment HubSpot confirms.
If the HubSpot window doesn't appear, your browser has blocked the pop-up. Allow pop-ups for vizrm, then choose Reopen the HubSpot window.
What happens next
Secure your account — your email comes from HubSpot; you set a password.
What you want to do — pick your goals, and add the Chrome extension if you want the LinkedIn integration.
Confirm field mapping — confirm HubSpot properties that hold job title and LinkedIn URL.
Pick your first chart — choose from a ranked shortlist of your own accounts.
After installation: org charts inside HubSpot
The org chart is available on HubSpot company and contact records, but a HubSpot admin has to add the vizrm card to the record layout first. See How vizrm integrates with HubSpot.


