The CRM model, pipeline definition, and lifecycle stages are documented. Founder login activates them. This page is the credentialed handoff for standing up the ClearGlass CRM of record.
A HubSpot portal can only be claimed and configured by an authenticated super-admin. Private app tokens are issued inside the portal and scoped manually. Email domain authentication requires DNS records on clearglassinc.com that only the domain owner can publish.
Sign in with the corporate email under the ClearGlass domain and enable two-factor authentication. Confirm the portal account name and currency (CAD).
Add the DKIM, SPF, and return-path CNAME records published by HubSpot to the clearglassinc.com DNS zone. Confirm authentication is green before any sequence sends.
Settings → Integrations → Private Apps. Name the app clearglass-revenue-engine. Grant the minimum scopes:
crm.objects.contacts: read + writecrm.objects.companies: read + writecrm.objects.deals: read + writetickets: read + writeconversations.readCopy the access token immediately — it is shown once.
Mirror the five-stage pipeline already defined in client onboarding: Qualified → Contract → Payment → Activation → Review. Add forecast probabilities and exit criteria to each stage.
Lead → MQL → SQL → Opportunity → Customer → Evangelist. Map the inbound subscribe form on the homepage to create contacts at lifecycle stage Lead.
Install the Stripe + HubSpot integration once the Stripe handoff is complete. Embed the HubSpot tracking script and form into the homepage subscribe card. Mark this handoff complete on the procurement readiness hub.
No outbound email, sequence, or campaign is sent from any tool other than the authenticated ClearGlass HubSpot portal. Personal email accounts and unverified domains never send on behalf of ClearGlass Inc.