Passetta

Setup Guide

Passetta is installed and configured entirely inside HubSpot. There is no separate admin login to create — your HubSpot user identity and permissions are all that's needed.

  1. Install from the HubSpot Marketplace

    Install Passetta like any other Marketplace app. You'll be asked to authorize the connection via OAuth — grant only the scopes Passetta requests, each of which maps to a visible feature (reading the contact properties you map, and writing check-in activity back).

  2. Connect and run the setup wizard

    After install, Passetta opens its App Page inside HubSpot. The setup wizard walks through brand colors and logo, then which HubSpot contact properties become the pass's name, member ID, tier, and expiry.

  3. Map fields and preview

    Choose which existing contact properties feed the pass. The wizard renders a live preview of the exact card your members will see, using sample or real contact data, before anything is issued.

  4. Issue passes from a contact record — or a workflow

    Issue a single pass from the Contact App Card on any HubSpot contact record, or use a HubSpot workflow to issue passes in bulk when contacts meet a condition (for example, membership status becomes "active"). Passetta never sends the pass itself — it exposes the pass URL for your own HubSpot workflow or email to deliver.

  5. Scan and check in members at the door

    Launch a scanner session from the /scanner App Page on the staff device. It opens a mobile-friendly scanner page with camera-based QR scanning and a manual code-entry fallback for damaged codes or unreliable cameras. A confirmed check-in is recorded and written back to the member's HubSpot contact timeline.

Revoking and reissuing a pass

From the Contact App Card, revoke a pass to invalidate its QR code immediately, or reissue to rotate the token (for example, after a lost device or a suspected leak). Revoking never deletes the underlying HubSpot contact — only the pass tied to it.

What happens if HubSpot is briefly unreachable

Scanning and check-in confirmation are checked against a local snapshot, not a live HubSpot call, so a scan at the door never waits on HubSpot's API. Confirmed check-ins are queued and written back to HubSpot as soon as it's reachable again.

Uninstalling

Uninstalling from HubSpot's Connected Apps settings disconnects Passetta and begins deleting your tenant's stored data as described in our Privacy Policy.

Stuck on a step, or something doesn't match what you're seeing? See Support for how to reach us.