FAB Funds: Extension Documentation

The extension is designed to:

- Surface relevant FabFunds information alongside your HubSpot records  
- Reduce manual data entry between systems  
- Support better, faster decision-making around financing workflows  

This page applies specifically to the FabFunds extension at:

**https://www.fabfunds.app/extensions/privacy**

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## Key Features

Depending on your configuration and plan, the extension may provide:

- **In-HubSpot Panels or Cards**  
  View FabFunds-related context inside contact, company, deal, or ticket records.

- **Contextual Insights**  
  Display relevant information from FabFunds to support your internal processes and workflows.

- **Streamlined Workflows**  
  Reduce switching between tools by keeping FabFunds-related data accessible within HubSpot.

- **Configurable Behavior**  
  Choose which teams can see and use the extension, and adjust settings in your FabFunds account as available.

> Note: Exact features may vary based on your HubSpot subscription, your FabFunds account, and how your admin configures the extension.

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## How It Works Inside HubSpot

After installation and authorization:

1. The FabFunds extension becomes available as an integrated app inside your HubSpot portal.
2. When viewing eligible records (e.g., contacts, companies, deals, or tickets), you may see:
   - A right-hand sidebar card or panel related to FabFunds  
   - Contextual data or actions powered by FabFunds (when enabled)  
3. The extension may read limited HubSpot data (as authorized by you) to:
   - Identify which record you’re viewing  
   - Display related FabFunds information  
   - Provide contextual actions or insights  

The extension does **not** take any actions in HubSpot beyond what you explicitly authorize and configure.

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## Setup & Installation

To install and connect the FabFunds HubSpot Extension:

1. **From HubSpot**  
   - Go to **App Marketplace** in your HubSpot account.  
   - Search for **FabFunds**.  
   - Click **Install app** (or **Connect app**).

2. **Authorize Permissions**  
   - Review the requested scopes and permissions.  
   - Click **Connect app** to grant access if you agree.

3. **Connect to FabFunds**  
   - If prompted, log into your **FabFunds** account.  
   - Complete any required linking or configuration steps.

4. **Configure Access & Settings**  
   - (Optional) Restrict access to certain teams or users using HubSpot’s standard tools.  
   - Review any configuration options exposed by the FabFunds extension in your FabFunds admin or HubSpot app settings.

Once installed, navigate to a record type supported by the extension (for example, a contact or deal) to see the FabFunds panel.

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## Usage Examples

Here are some common ways teams may use the FabFunds HubSpot Extension:

- **Sales & Account Teams**
  - View financing- or lending-related context from FabFunds when reviewing a contact or deal.
  - Use this context to prepare for conversations or internal decision-making.

- **Operations & Support**
  - Quickly access FabFunds-related information from within HubSpot to support internal workflows or triage steps.

- **Management & Leadership**
  - Enable more consistent, centralized use of FabFunds-related data inside HubSpot to support better processes.

> The specific data and actions available depend on your FabFunds configuration and any internal policies you follow.

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## Permissions & Scopes

When you install the FabFunds HubSpot Extension, you will be asked to grant certain permissions. These are used to enable the extension’s functionality and may include (examples, depending on configuration):

- **Basic CRM Access**  
  - Read access to contacts, companies, deals, or tickets for context.  
- **User & Account Information**  
  - Basic access to user/account details to ensure the extension works correctly in your portal.  

The extension uses only the scopes presented to you during installation or update. You can review or remove app access at any time from your HubSpot **Connected Apps** settings.

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## Data Privacy & Security

We take data protection and privacy seriously. The key principles for the FabFunds HubSpot Extension are:

- **Minimal Access**  
  The extension requests only the permissions necessary to provide its features.

- **Purpose-Limited Use**  
  Data accessed from HubSpot is used solely to power the extension’s in-app functionality and any configured integrations between FabFunds and HubSpot.

- **Secure Communication**  
  Communication between HubSpot and FabFunds uses industry-standard encryption (e.g., HTTPS/TLS).

- **No Unauthorized Sharing**  
  Data obtained via the extension is not sold or shared with third parties for independent marketing purposes.

- **Your Control**  
  You can:
  - Disconnect the app at any time from your HubSpot **Connected Apps**.  
  - Manage user access to the app within HubSpot.  

For full details on how FabFunds handles data, please refer to our main **Privacy Policy** and **Terms of Use** on the FabFunds website.

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## Managing & Removing the Extension

To manage or remove the FabFunds HubSpot Extension:

1. In HubSpot, go to **Settings** > **Connected Apps**.
2. Locate **FabFunds** in the list of installed apps.
3. From there you can:
   - Review the permissions granted  
   - Manage user/team access (where applicable)  
   - Disconnect/remove the app if you no longer wish to use it  

Disconnecting the app stops future data access via the extension. It does not automatically delete data that may already exist in HubSpot or FabFunds; please refer to your data retention and deletion options within each platform.

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## Support & Contact

If you have questions or need help with the FabFunds HubSpot Extension, you can contact us via:

- **Website:** https://www.fabfunds.app  
- **Support Email:** [Insert your support email, e.g., support@fabfunds.app]  
- **Contact Form:** [Link to your contact/support form, if applicable]

When you reach out, please include:

- Your **HubSpot portal ID** (if available)  
- A brief description of the issue or question  
- Screenshots or error messages, if relevant  

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## Frequently Asked Questions (FAQ)

**1. Does the extension modify my HubSpot data?**  
The extension primarily reads HubSpot data to display context alongside your records. Any actions beyond read-only access depend on your configuration and will always align with the permissions you approved during installation.

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**2. What data does the extension access from HubSpot?**  
The extension may access data such as basic contact, company, deal, or ticket information, and limited user/account metadata, as authorized by the scopes you accept during installation. The specific data accessed is limited to what’s needed to display relevant FabFunds-related context and functionality.

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**3. Can I restrict who in my organization uses this extension?**  
Yes. You can manage user and team access using HubSpot’s standard access management tools, and by configuring who can see or use the extension components where applicable.

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**4. How do I disconnect the extension?**  
Go to **Settings** > **Connected Apps** in HubSpot, find **FabFunds**, and choose the option to disconnect/remove the app. This will stop new data flows via the extension.

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**5. Where can I find more information about FabFunds’ privacy practices?**  
Please visit the main FabFunds website and review the **Privacy Policy** and **Terms of Use** for complete and up-to-date information on how we handle data across our services.

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