Help center · Getting started

How do I install and connect the HubCoach Chrome extension?

Get help into your HubSpot records and keep the installed version current. The extension is installed once your organization has received access to HubCoach.

  • For the whole team
  • 2 min read
  • Updated October 4, 2026
Getting startedAt a glance
Where
Inside HubSpot
For
For the whole team
Steps
5 steps
Time
2 min

What are the steps?

  1. Open the official HubCoach listing in Chrome Web Store: chromewebstore.google.com
  2. Choose Add to Chrome, confirm installation and pin HubCoach from the extensions menu.
  3. Sign in with your HubCoach account, then check your product and portal access.
  4. Open any page in that HubSpot portal. The electric-blue edge tab opens the Side Panel on reports, settings and other portal pages too. Outside record views it opens Knowledge, with access to tours and available team content. It temporarily hides while native dialogs are visible. From the HubCoach icon in Chrome, choose Open Side Panel or Hide edge tab without uninstalling.
  5. Sign in from the HubCoach icon while you are on your enabled HubSpot portal: the extension reloads that tab, opens the Side Panel and closes the sign-in window by itself. On any other tab, return to HubSpot and refresh it. The On-screen signals switch, at the top of the Side Panel and of the sign-in window, temporarily turns off the strip, badges and highlights. HubCoach can confirm both the Chrome Web Store extension and a copy loaded from the ZIP package. If the slim installation notice remains, reload or update the extension and check again; you can dismiss it until the next page refresh.

What does it look like in practice?

  • Example

    After a new release, confirm the version in Chrome before checking the same record again.

What should you keep in mind?

What do you need before installing it?

  • Google Chrome on the computer where you work in HubSpot.
  • Your HubCoach account with the access your organization enabled.
  • The right portal open in HubSpot, the same one your organization connected.
Frequently asked questions

What else do people ask?

Can I install the extension before I have access?

You can install it, but without an enabled account it shows no notices or content. If your organization does not have access yet, apply to the waitlist first.

Keep learning

What else might help?

More help articlesFrom Revenue Hub Latam
Need help?

Need help with HubCoach?

If you already use HubCoach, report what is not working in Friction reports, inside the app, so whoever maintains your rules and content can review it. If you do not use it yet, apply to the waitlist.

You can also write to us at contacto@revenuehublatam.com.

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