Setup Guide
Get Cordiqa connected to your HubSpot account in minutes. Follow the steps below to set up your client portal and start collaborating.
Create your Cordiqa account
Sign up at cordiqa.io — it's free to get started. Enter your name and email, then verify your inbox.
Complete the onboarding wizard
After signing up, you'll be guided through a short setup wizard. Enter your company name and optionally upload your logo. This is how your brand appears to clients in the portal.
Connect your HubSpot account
In the final onboarding step, click "Connect HubSpot" to authorize Cordiqa via OAuth. You'll be redirected to HubSpot to grant access. Cordiqa requires read/write access to Contacts, Tickets, and Files — these are the minimum scopes needed for bidirectional sync.
Import your clients
Once connected, go to Dashboard → Clients → "Import from HubSpot". Select the contacts you want to give portal access to. Only imported contacts will be synced — Cordiqa never pulls your entire CRM.
Create or sync tickets
Click "New Ticket" to create a ticket and assign it to a client. If you create tickets in HubSpot, they'll automatically appear in Cordiqa for imported clients. Status changes, messages, and files sync bidirectionally.
Share with your clients
Toggle a ticket as visible to expose it in the client portal. Use the Share Link feature to send clients a direct link to their ticket. Clients can view status, send messages, and upload files — all without a HubSpot seat.
You're all set!
That's it — Cordiqa is now connected to your HubSpot account. Manage tickets, exchange files, and communicate with clients from one place. Everything stays in sync with your CRM automatically.