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CORE Setup Guide

A Step-By-Step Guide for Installing CORE
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1. Create Your Account

  • Visit app.coreportal.io

  • Enter your information and sign up for your account

2. Check Your Inbox

  • After signing up, you will receive an automated email asking you to confirm your email address

  • Just click the link and your ready to continue the process!

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3. Connect HubSpot to Your Account

  • To begin inviting customers to use your portal, you need to connect HubSpot
  • Click the button to authorize CORE to sync with your HubSpot account
  • The process is quick, easy, and secure

4. Sign In to HubSpot

  • Sign In to your HubSpot Account to connect CORE to HubSpot

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5. Choose Your HubSpot Account

  • Delivers personalized content based on customer profile and behavior.

  • Easy content management within the portal, ensuring up-to-date information.

  • Supports multimedia content, including videos, documents, and guides.

6. Connect App

  • On the next screen, review the permissions
  • Choose Connect App
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7. Sync Account

  • Once your HubSpot account has been connected, click Sync to sync your HubSpot data with CORE

That's it! You're all set to begin exploring CORE