Getting Started with Configure

Learn how to you can start using Configure.

Accessing Configure

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

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

Actions

Configure allows you to perform the following actions:

Connect accounts

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

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

Import assets

Configure allows you to import assets including:

• Workflows

• Forms

• Lists

• Email Templates

from any connected HubSpot account.

All imported assets are stored in the Configure library till your subscription is active. Further, in case you disconnect a HubSpot account from Configure, 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 Configure 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.