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Knowledge Base right Account & Setup

Account & Setup

Account Settings

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  • Set up single sign-on (SSO) to access private content
  • Manage your user profile and preferences
  • Account suspension | Frequently Asked Questions

Billing

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  • Change the company name on your invoice and receipt
  • View and download your HubSpot invoices and receipts
  • Strong Customer Authentication (SCA) in HubSpot

Connected Email

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  • Outlook desktop add-in | frequently asked technical questions
  • Manage your HubSpot Sales extension settings
  • Choose an inbox connection

GDPR

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  • Set default notice and consent language for GDPR-enabled forms, pop-up forms, and meetings
  • GDPR Resources
  • Perform a GDPR-compliant delete in HubSpot

Getting Started

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  • Use the HubSpot mobile keyboard
  • Sign up for HubSpot using your Apple ID
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Help & Resources

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Integrations

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  • Connect the Cookiebot integration
  • Use HubSpot's integration with DocuSign
  • Associate a Slack channel to a record

Tracking Code

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  • Customize cookie tracking settings and privacy policy alert
  • Prospects | Frequently Asked Questions
  • Track prospects
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