---
title: ExecOS Setup Guide | Aurum Labs
description: ExecOS setup — connect HubSpot via OAuth, select pipelines, confirm stages, configure reporting and activate.
---

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[Overview](https://aurumlabs.dev/execos/setup#overview) [Marketplace](https://aurumlabs.dev/execos/setup#marketplace) [Before you start](https://aurumlabs.dev/execos/setup#before) [Connect](https://aurumlabs.dev/execos/setup#connect) [Pipelines](https://aurumlabs.dev/execos/setup#pipelines) [Fiscal year](https://aurumlabs.dev/execos/setup#fiscal) [Properties](https://aurumlabs.dev/execos/setup#properties) [Revenue](https://aurumlabs.dev/execos/setup#revenue) [Disconnect](https://aurumlabs.dev/execos/setup#disconnect) [Troubleshooting](https://aurumlabs.dev/execos/setup#troubleshooting)

ExecOS · Setup

# Setup Guide

Connect HubSpot, configure commercial logic and activate. ExecOS is listed in the [HubSpot App Marketplace](https://ecosystem.hubspot.com/marketplace/listing/execos). Marketplace listing availability does not by itself mean paid subscription or full self-serve onboarding is complete — [request access](https://aurumlabs.dev/contact?topic=execos-access&hsLang=en) to activate a plan.

1. Connect HubSpot
2. Select pipelines
3. Confirm stage logic
4. Configure reporting
5. Activate

## Marketplace availability

[![HubSpot Technology Partner Program — Partner](https://aurumlabs.dev/hs-fs/hubfs/raw_assets/public/Aurum%20Labs/images/partners/hubspot-technology-partner-badge-magenta.png?width=440&height=440&name=hubspot-technology-partner-badge-magenta.png)](https://ecosystem.hubspot.com/marketplace/listing/execos)

HubSpot Technology Partner

Public listing is live. OAuth install is available from the listing; paid plans still activate through Aurum Labs.

[View ExecOS in the HubSpot Marketplace →](https://ecosystem.hubspot.com/marketplace/listing/execos)

- **Public listing:** live — [View ExecOS on HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/listing/execos)
- **OAuth installation:** available from the Marketplace listing (sign in to HubSpot to install)
- **Paid subscription:** activate via Aurum Labs ([request access](https://aurumlabs.dev/contact?topic=execos-access&hsLang=en)) — Marketplace install does not replace plan activation
- **Self-serve onboarding:** guided setup below after install; full self-serve signup flows expand as they go live

## Before you start

- HubSpot access with permission to approve OAuth scopes
- Knowledge of which pipelines and stages to include
- Fiscal year and reporting currency for the workspace
- Relevant deal properties (amount, close date, owner, forecast fields)

## Connect & OAuth

Install from the [Marketplace listing](https://ecosystem.hubspot.com/marketplace/listing/execos) or authorize one portal via HubSpot OAuth over HTTPS. No CRM migration. Exact scopes appear on the HubSpot consent screen. ExecOS reads commercial data for reporting and does not write CRM records in the current product.

## Pipelines & stages

Select pipelines to include. Confirm stage order and closed-won / closed-lost logic. Unlimited customer-configured pipelines subject to [fair use](https://aurumlabs.dev/legal/terms#fair-use).

## Fiscal year & currency

Set fiscal year for targets and attainment. v1 uses one reporting currency per workspace — no multi-currency conversion.

## Properties & activation

Map amounts, close dates, owners and forecast fields. Activate and review overview, trust and risk. Configuration can be edited without reinstalling.

## Revenue (optional)

Upload finance data (CSV/XLSX) or use supported HubDB, then map categories. [Revenue data →](https://aurumlabs.dev/execos/revenue-data?hsLang=en)

## Disconnect & uninstall

Disconnect in ExecOS settings or revoke in HubSpot. Request deletion via [Data Deletion](https://aurumlabs.dev/legal/data-deletion?hsLang=en).

## Troubleshooting

- **OAuth errors:** reconnect and approve for the correct portal
- **Empty views:** confirm pipelines and stage mappings
- **Low trust:** review Data Trust dimensions
- **Missing finance:** confirm Revenue plan and uploads

[Contact support →](https://aurumlabs.dev/execos/support?hsLang=en)

[Request access](https://aurumlabs.dev/contact?topic=execos-access&hsLang=en) [Back to ExecOS](https://aurumlabs.dev/execos?hsLang=en)

### Need help?

Assisted setup is available on Revenue and Enterprise.

[Support](https://aurumlabs.dev/execos/support?hsLang=en)

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