Before installing the solution package in your production CRM, we recommend creating a backup of your CRM. We also recommend having your CRM Admin test the solution in a sandbox environment first, as it can sometimes cause conflicts with current/custom forms.


Here are instructions on how to install the CRM solution package. Once the package is installed, you should see custom fields installed with a scribe_ prefix, as well as a HubSpot section added to the default Lead and Contact forms.


Below are screenshots of what the HubSpot sections looks like in CRM once the solution package has been installed successfully.