Getting Started with Config

Learn how to you can start using Config.

Accessing Config

After a you login to your workspace, you will see all the platforms in the Suprdense suite on the home screen.

Simply click on the 'Open Config' button on the first card on the home screen to go to Config.

Actions

Config allows you to perform the following actions:

Connect accounts

When you open Config, you need to connect an active HubSpot account, to start using the platform.

Currently, Config allows you to connect unlimited number of HubSpot accounts to the platform.

Import assets

Config allows you to import assets including:

• Workflows

• Forms

• Lists

• Email Templates

from any connected HubSpot account.

All imported assets are stored in the Config library till your subscription is active. Further, in case you disconnect a HubSpot account from Config, assets imported from that account will still remain stored in your library.

To learn more about imports, click here.

Store assets

All imported assets from any HubSpot account are stored in the Config library.

The library is repository of all your assets and modules, that contains information on everything that is imported.

Create modules

A module is combination of workflows, lists, forms, and email templates that can be clubbed together for a particular use case. When you deploy a module, all the assets contained within it get deployed together.

There are two ways to create a module:

• During an import

• By selecting assets from the library

Click here to learn more about modules.

Implement assets and/or modules

An implementation recreates the stored assets from the library to any HubSpot account of your choice.

When a module implementation is made, all the assets contained within it get deployed together, along with their relations.

To learn more about implementation, click here.