Get Started

Register / Sign Up

To get started visit https://swagmanager.com

  • You can contact us for assistance, or:
  • Click the 'Sign in / Register' button, then click the 'Create an account' button
 

HubSpot Integration

HubSpot - Overview

HubSpot is one of the leading CRM providers in the world. Add even more power to your implementation by integrating SwagManager!

 

HubSpot - Connect Account

  1. Sign in to your SwagManager account
  2. Click on 'Settings'
  3. Browse to the section titled "HubSpot"
  4. Click the 'Connect to HubSpot!' button
  5. You will be redirected to a HubSpot login page - sign in to your HubSpot account
  6. Once logged in to HubSpot you should be sent to a page titled: "Connecting Swag Manager to HubSpot"
  7. Select the radio button next to the HubSpot account you would like to connect, then click 'Choose Account'
  8. You should then be sent back to SwagManager
  9. There will be a box in the 'HubSpot' section that says 'Connected' - you should be all linked up!
 

Hubspot - Disconnect Account

  1. Sign in to your SwagManager account
  2. Click on 'Settings'
  3. Browse to the section titled "HubSpot"
  4. Click the 'Disconnect your HubSpot account' button
  5. You should also login to HubSpot directly and remove the SwagManager app from your settings
 

User Guide

Guide - Overview

Contact us with any questions at: info@swagmanager.com

 

Add a User

  • Click on the 'Users' button from the navigation menu
  • Click 'Create User' in the top-right corner
  • Enter the user information, then click 'Create User'
 

Manage Users

  • Click on the 'Users' button from the navigation menu
  • Click on the user you want to view or modify
  • To edit, clidk 'Edit User' in the top-right corner
  • Modify the data as required
  • Click 'Save User'
 

Guide - Manage Inventory

The 'Inventory' page contains a list of all the types of swag you have at your company. You can click on each row to view details, assign/disperse, or adjust the inventory counts.

  • Click the 'Inventory' button
  • To add click 'Add Swag'
  • To view details click on the row of the swag
 

Guide - Manage Companies

You can assign swag to companies in general or specific contacts at a company. To assign to a specific person, use 'Contacts'.

  • Click on the 'Contacts' button
  • To add click 'Add Contact'
  • To view details click on the row of the contact
 

Guide - Manage Contacts

It is recommended to create companies first, then add contacts to the company.

  • Click on the 'Contacts' button
  • To add click 'Add Contact'
  • To view details click on the row of the contact