⚠️ HubSpot Super Admin Permissions Required
To install The Swarm app from the HubSpot Marketplace, you must have Super Admin permissions in your HubSpot account. Contact your HubSpot account owner if you need Super Admin access or have them install the app for you.
Step 1: Install the App
New to The Swarm?
Go to the HubSpot Marketplace, open The Swarm app page, and click Install
Already using The Swarm?
Go to Team Settings → Integrations inside The Swarm and click Install.
Select the HubSpot account your company uses most.
Grant The Swarm access to your Contacts and Companies data.
After confirming, you’ll be redirected back to The Swarm webapp, then click "Connect to HubSpot" (go to Step 4)
Step 2: Sign In or Create a Swarm Account
Existing users → Log in with your Swarm account.
New users → Sign up to create a free team account (you can use Google SSO or email with a one-time password).
Step 3: For New Users — Onboarding Setup
If you’re new to The Swarm, you’ll go through a short onboarding flow to set up your team and start mapping your network:
Enter your name (first and last).
Confirm your LinkedIn URL and approve mapping overlaps – You’ll be asked to provide you LinkedIn URL and approve our Work and Education Overlaps search. This expands your network beyond direct LinkedIn connections.
👉 Learn more about overlaps here.
Confirm your current company – We’ll use this to map your team network. You can change it using a LinkedIn company URL or skip if needed.
Enable AI Network Mapping – Automatically find colleagues and map their professional networks. 👉 Learn more here.
Name your team
Answer two quick questions about your use case.
Your 14-day free trial will start automatically.
Step 4: For Existing Users
If you already have a Swarm account:
Log in with your existing email.
You’ll land on the Integrations page: Team Settings → Integrations.
⚠️ You must be an Owner or Admin of your Swarm team to connect HubSpot.
Step 5: Connect to HubSpot
Whether you’re new or existing:
Go to the Integrations tab in Swarm Settings.
Confirm the HubSpot account you want to connect.
If you manage multiple teams in The Swarm, select the correct one.
Click Connect to HubSpot.
Your HubSpot instance will now be linked to your Swarm team. 🎉
Now, make sure you configure the app cards in your HubSpot CRM.