How do I set-up my HubSpot account? (certification task)

The outlined steps to set up your HubSpot account

When setting up a new HubSpot account, learn how to create your account, invite your team, and customize your default settings. If you use any third-party apps, you might also want to connect them to your account to integrate your systems.

Below is an overview of the account setup tasks you should complete as an admin. Within each section, you’ll find links to detailed instructions for each task.

Create your account

There are multiple ways to create a HubSpot account. The most common method of signing up for HubSpot is with your name and email address. You can also sign up for HubSpot using your Google login or Apple ID.

• HubSpot’s account creation page
• Sign up for HubSpot using your Apple ID

After creating your account, you'll automatically be logged in. Learn more about logging in to HubSpot and troubleshooting password issues.

Secure your account

To further secure your account and lower the risk of unauthorized access, you can set up two-factor authentication (2FA) or single sign-on (SSO) (Enterprise only). If needed, you can also restrict HubSpot employees from accessing your account. 

• Set up two-factor authentication for your HubSpot login
• Set up single sign-on (SSO) (Enterprise only)
• Set up single sign-on using Active Directory Federation Services (AD FS) 
• Prevent HubSpot employee access to your account

Invite your team

Invite your team members to the account to start collaborating in HubSpot. You can customize each user’s permissions to control which parts of HubSpot they can access. Once invited, they can log in and set up their profile and personal preferences.

• Add and remove HubSpot users

• HubSpot user permission guide

• Manage your user profile and preferences

• Create and manage teams (Professional and Enterprise only)

Customize account default settings

While some settings apply only to individual users, such as user preferences, other settings are account-wide and impact all users. These settings include account time zone and language, default currencies, and security. While setting up your account defaults, you can also turn on data privacy-related features.

• Customize default language and region settings
• Add and edit your account currencies
• Set up your company branding in HubSpot
• Turn on data privacy settings in your HubSpot account

Connect apps to your HubSpot account

If you have contacts and other object records stored in a separate CRM, you can connect that CRM to HubSpot to sync over relevant information. You can also browse HubSpot’s App Marketplace to find and integrate tools you need for your business. Depending on your needs, you can connect integrations from the App Marketplace or build your own with HubSpot’s API endpoints.

• Connect apps to HubSpot
• Connect and use HubSpot data sync
• HubSpot’s App Marketplace
• HubSpot Developers documentation

Get help with HubSpot

If you're having any technical issues with setting up your HubSpot account, or want to speak to someone about your account, you can reach out to HubSpot Support or your account representative. Learn more about the support resources available to you.