search
right
Account Management
Top articles
All Account Management articles
search
- Account suspension | Frequently Asked Questions
- Add and edit your account currencies
- Add and manage email signatures in the CRM
- Add HubSpot users
- Beta Assets eligible to be deployed to production (BETA)
- Associate your assets with Brands
- Back up or restore CRM data
- Blog auto-publish in social settings
- Cancel your subscription and delete your HubSpot account
- Change your HubSpot user's email address
- Contact HubSpot about your account
- Beta Copy assets to another HubSpot account with multi-account management (BETA)
- Create and edit permission sets
- Create default values for your personalization tokens
- Create notification profiles
- Customize default region and language settings
- Customize your email subscription pages
- Beta Deploy sandbox changes to production (BETA)
- Downgrade a paid subscription
- Edit a domain’s language settings
- Edit the default font for emails sent from the CRM and conversations inbox
- Edit your brand's logo, favicon, brand colors, and theme
- Export users
- Export your content and data
- Getting Started | Frequently Asked Questions
- Include jQuery across your HubSpot pages
- Install the HubSpot mobile app
- Integrate Google Analytics with HubSpot content
- Log in to HubSpot
- Log out of HubSpot
- Manage multiple HubSpot accounts
- Manage seats
- Manage your AI settings
- Manage your blog subscribers
- Manage your brands with HubSpot Brands
- Migrate your account data to another regional data center
- Migrate your account data to another regional data center | Frequently Asked Questions
- Beta Mirror data between HubSpot accounts with multi-account management (BETA)
- Not receiving push notifications in browser
- Opt out of HubSpot's machine learning data use
- Opt your HubSpot account into a beta feature
- Pay for HubSpot using ACH
- Pay your invoice with credit cards issued by Indian banks
- Beta Pay your invoice with Indian-issued credit cards
- Prevent content from appearing in search results
- Provision HubSpot users with SCIM through Okta
- Recover your inactive HubSpot account
- Remove a stylesheet from a page
- Search within your HubSpot account
- Set up a HubSpot standard sandbox account
- Set up blog subscription emails
- Set up browser notifications
- Set up markets
- Beta Set up multi-account management (BETA)
- Set up single sign-on (SSO) to access private content
- Set up your CAN-SPAM email footer information
- Set up your company branding in HubSpot
- Set up your site's navigation menus
- Sign up for HubSpot mobile beta features
- Sign up for HubSpot using your Apple ID
- Sign up for HubSpot with Apple ID
- Sync contacts, forms, lists, emails, pipelines, and workflows to a standard sandbox account
- Track conversions in Google Ads with a global site tag
- Troubleshoot the HubSpot mobile app
- Understand HubSpot's content moderation policies
- Understand the source of a page's styling
- Update your account name and company information
- Upgrade your HubSpot account
- Use Accelerated Mobile Pages (AMP) in your blog
- Use Breeze AI (BETA)
- Beta Use Breeze Copilot
- Use code snippets with HubSpot content
- Use the HubSpot mobile keyboard
- View and export account activity history
- View and export account activity history in a centralized audit log
- View user permissions history
- Viewing your quote and purchasing HubSpot
Account Security
Top articles
All Account Security articles
search
- Account security and passwords
- Beta Automatically deactivate inactive users (BETA)
- Browsers supported by HubSpot
- HubSpot Cloud Infrastructure and Data Hosting | Frequently Asked Questions
- Limit access to your HubSpot assets
- Limit logins to trusted IP addresses
- Manage your account security using HubSpot security health
- Nametag Automated Account Recovery | Frequently Asked Questions
- Prevent HubSpot employee access to your account
- Provision HubSpot users with SCIM through Google
- Reset user passwords
- Reset your two-factor authentication
- Restrict which login methods users can use to access your account
- Set up and log in with passkeys
- Set up single sign-on (SSO)
- Set up single sign-on (SSO) using Active Directory Federation Services (AD FS)
- Set up two-factor authentication for your HubSpot login
- Two-factor authentication | Frequently Asked Questions
Billing
Top articles
All Billing articles
search
- Add a billing admin to your account
- Bahamas Value Added Tax (VAT) | Frequently asked questions
- Barbados Value Added Tax (VAT) | Frequently asked questions
- Canadian indirect taxes | Frequently asked questions
- Cancel your subscription and delete your HubSpot account
- Chilean Value Added Tax (VAT) | Frequently asked questions
- Colombian Electronic Invoicing | Frequently Asked Questions
- Egypt VAT | Frequently Asked Questions
- Find your subscription and service limits
- HubSpot billing and payment | Frequently Asked Questions
- India Goods & Services Tax (GST) | Frequently asked questions
- Kenya Value Added Tax (VAT) | Frequently asked questions
- KSA Tax (VAT) | Frequently asked questions
- Manage your HubSpot subscription
- Pay for HubSpot using ACH
- Peru Value Added Tax (VAT) | Frequently asked questions
- Philippines Value Added Tax (VAT) | Frequently asked questions
- Review billing history for your HubSpot subscription
- Review your HubSpot renewal
- Russian Value Added Tax (VAT) | Frequently Asked Questions
- Strong Customer Authentication (SCA) in HubSpot
- Türkiye Value Added Tax (VAT) | Frequently asked questions
- Ukraine Value Added Tax (VAT) | Frequently asked questions
- Understand marketing contacts billing
- Understand your HubSpot receipt
- United Arab Emirates (UAE) Value Added Tax | Frequently asked questions
- Update the company details on your invoice and receipt
- Update your payment method and billing contacts
- View and download your HubSpot invoices and receipts
- View, download, and pay your HubSpot invoice
- Viewing your quote and purchasing HubSpot
Branding
Top articles
All Branding articles
search
- Associate your assets with Brands
- Edit your brand's logo, favicon, brand colors, and theme
- Beta Filter your account view by business unit in the main navigation (BETA)
- Generate your brand identity context with AI
- Manage your brands with HubSpot Brands
- Set up account-based marketing in HubSpot
- Set up your company branding in HubSpot
Connected Email
Top articles
All Connected Email articles
search
- Add an email alias
- Add and manage email signatures in the CRM
- Add attachments to emails
- Automatically populate contact properties with HubSpot AI
- Block self-open email notifications with the HubSpot Sales Outlook desktop add-in or Chrome extension
- Choose an inbox connection
- Connect your personal email
- Connected inbox error: 'This email couldn't be sent using your connected inbox'
- Customize your HubSpot Sales Chrome extension settings
- Customize your HubSpot Sales Office 365 add-in settings
- Customize your HubSpot Sales Outlook desktop add-in
- Disconnect or reconnect your inbox from HubSpot
- Edit the default font for emails sent from the CRM and conversations inbox
- Exclude recipients from CRM email logging
- Find your email server's IMAP and SMTP information
- Generate content using AI
- Generate sales emails in the HubSpot Sales Office 365 add-in using AI assistant
- HubSpot connected inboxes | Frequently Asked Questions
- HubSpot Sales for Outlook install error: 'an application with the same identity is already installed'
- HubSpot Sales for Outlook install error: 'An error occurred attempting to install HubSpot Sales in Outlook'
- HubSpot Sales for Outlook install error: 'Application cannot be started. Contact the application vendor.'
- HubSpot Sales for Outlook install error: 'Customized functionality in this application will not work...'
- HubSpot Sales for Outlook install error: 'general installer error'
- HubSpot Sales for Outlook install error: 'Value does not fall within the expected range'
- HubSpot Sales not appearing in Outlook inbox
- HubSpot Sales Outlook desktop add-in error: 'The value of the property 'type' cannot be parsed'
- HubSpot Sales prompts login every time Outlook on desktop is opened
- Install HubSpot Sales for Gmail and Office 365
- Limit access to logged emails in the CRM
- Log email in your CRM with the BCC or forwarding address
- Log email replies in the CRM
- Log your sent and received emails to the CRM
- Manage your HubSpot Sales extension settings
- Manage your meetings in Google Calendar with the HubSpot Sales Chrome extension
- Manage your meetings in Outlook Calendar with the HubSpot Sales add-in
- Not receiving push notifications in browser
- Outlook crashing with HubSpot Sales installed
- Outlook desktop add-in | frequently asked technical questions
- Paid Sales Hub features not appearing in HubSpot Sales in Outlook after upgrading
- Remove access to HubSpot in your Google account
- Requirements to use HubSpot tools with your connected email
- Sending limits for connected email accounts
- Set sending limits for connected email accounts
- Set up IMAP or Exchange settings
- Set up the HubSpot Sales Chrome extension
- Set up the HubSpot Sales Office 365 add-in
- Set up the Outlook desktop add-in
- Summarize an email thread on the HubSpot mobile app for iOS
- Technical requirements for connecting your inbox to HubSpot using IMAP
- Track and log emails with the HubSpot Sales Chrome extension
- Track and log emails with the HubSpot Sales Office 365 add-in
- Track and log emails with the HubSpot Sales Outlook desktop add-in
- Troubleshoot errors when connecting an Exchange account
- Troubleshoot errors when connecting an inbox with IMAP and SMTP
- Troubleshoot inbox and calendar connection errors
- Troubleshoot the HubSpot Sales Chrome extension
- Troubleshoot the HubSpot Sales Office 365 add-in
- Troubleshoot the HubSpot Sales Outlook desktop add-in
- Turn off one-to-one email tracking or attachment logging
- Turn on connected inbox automation
- Understand HubSpot email tracking and logging
- Uninstall the HubSpot Sales email extension
- Use Breeze AI (BETA)
- Use the HubSpot Sales Chrome extension across the web
Help & Resources
Top articles
All Help & Resources articles
search
- A guide to HubSpot's navigation
- Academy certifications | Frequently Asked Questions
- Change the language of your certification course
- Check the progress of a user's certification
- Complete practical exercises in your certification course
- Create and share Academy playlists
- Get help with HubSpot
- HubSpot language offerings
- HubSpot videos are not playing
- Report translation issues in HubSpot
- Transfer certifications to another email address
- Understand HubSpot's scope of support
- Use HubSpot Academy in the HubSpot mobile app
- Use projects
- Beta Use your home page (BETA)
- Validity period of HubSpot certifications
- View, share, or download your Academy certifications
Integrations
Top articles
All Integrations articles
search
- Beta Add and manage app cards (BETA)
- Add HubSpot contact timeline to Microsoft Dynamics 365
- Add HubSpot forms to WordPress pages and posts (legacy)
- Add the Website Grader widget to your website
- Add Zoom to your HubSpot meeting link
- Analyze Shopify data in HubSpot
- Associate a Slack channel to a record
- Association mapping with data sync
- Authenticate your apps for HubSpot data sync
- Connect and use HubSpot data sync
- Connect HubSpot and Adobe Acrobat Sign
- Beta Connect HubSpot and AWS S3 (BETA)
- Connect HubSpot and Docusign
- Beta Connect HubSpot and Google BigQuery (BETA)
- Connect HubSpot and Google Chat
- Connect HubSpot and Google Contacts
- Connect HubSpot and Google Meet
- Connect HubSpot and Jira
- Beta Connect HubSpot and Jira (Data Sync) (BETA)
- Connect HubSpot and LinkedIn Sales Navigator and Business Manager via CRM Sync
- Connect HubSpot and Microsoft Dynamics 365
- Connect HubSpot and Microsoft Teams
- Connect HubSpot and NetSuite
- Connect HubSpot and QuickBooks Online
- Connect HubSpot and Sansan
- Connect HubSpot and Shopify
- Connect HubSpot and Shopify (Data Sync)
- Connect HubSpot and SignalFx
- Beta Connect HubSpot and Snowflake Data Ingestion (BETA)
- Connect HubSpot and Snowflake Data Share
- Connect HubSpot and Zoho
- Connect HubSpot and Zoom
- Connect the Cookiebot integration
- Beta Connect your Anthropic account to HubSpot (BETA)
- Beta Connect your OpenAI account to HubSpot (BETA)
- Create a NetSuite sales order in HubSpot
- Create and edit DocuSign envelopes in HubSpot
- Create and manage orders
- Create contact analytics mappings between HubSpot and Salesforce for Salesforce Reporting
- Create HubSpot tasks and tickets in Microsoft Teams
- Create Trello cards with workflows
- Embed HubSpot data into a Microsoft Dynamics 365 app
- Embed HubSpot data into a NetSuite layout
- Embed HubSpot data into a Zoho CRM record
- Enable the Google Search Console integration in HubSpot
- GoToWebinar | Frequently Asked Questions
- HubSpot's default marketing event properties
- HubSpot-Salesforce Connector Package v3.0.1 | Frequently Asked Questions
- Beta Import Adobe Acrobat Sign agreements data
- Import DocuSign envelopes
- Import marketing event participants
- Import Salesforce records
- Install the HubSpot-Salesforce integration
- Integrate a new Salesforce production organization with HubSpot
- Log Microsoft Teams calls to HubSpot records
- Manage marketing contacts settings for your integrations
- Manage notifications in Google Chat
- Manage notifications in Slack
- Manage records and notifications in Microsoft Teams
- Manage Salesforce integration API calls and sync errors
- Manage your meetings in Outlook Calendar with the HubSpot Sales add-in
- Manage your records in Slack
- Manage your Salesforce integration settings
- Map HubSpot properties to Salesforce fields
- Match records in data sync
- Resolve a 'Request for Integration Permissions' error
- Set up a test sync
- Set up app disconnect notifications
- Specify lifecycle stages when syncing leads and contacts using HubSpot data sync
- Specify product type when syncing products using HubSpot data sync
- Sync and manage help desk tickets in Google Chat
- Sync contacts to other apps
- Sync custom objects between HubSpot and data sync apps
- Sync custom objects between HubSpot and Salesforce
- Beta Sync deals using HubSpot data sync
- Sync records between HubSpot and Salesforce
- Sync Salesforce cases to HubSpot tickets
- Sync Salesforce leads and contacts to HubSpot
- Sync the Status field between HubSpot and NetSuite
- Troubleshoot the QuickBooks Online data sync integration
- Understand HubSpot's CRM migration process
- Use a calling app to make and receive calls in HubSpot
- Use HubSpot and Microsoft Teams webinars
- Use HubSpot and Zoom webinars
- Use HubSpot's integration with GoToWebinar
- Use HubSpot's integration with QuickBooks Online (legacy)
- Use HubSpot's integration with SurveyMonkey
- Use marketing events
- Use QuickBooks actions in HubSpot workflows
- Beta Use Slack workflow actions (BETA)
- Use the data quality command center
- Use the HubSpot App for Zoom Meetings
- Beta Use the HubSpot Sales Chrome extension in Salesforce (BETA)
- Use the Microsoft Dynamics 365 integrations sync card
- Use the migration tool to migrate from Shopify (legacy) to Shopify (Data sync)
- Use the NetSuite integrations sync card
- Using the QuickBooks Online data sync integration for invoices
- Beta View Marketing Events on contact records (BETA)
- View the cart object
- View the integrations sync card
Privacy & Consent
Top articles
All Privacy & Consent articles
search
- Analyze data privacy
- Cookies set on HubSpot's websites
- Customize your cookie banner
- Customize your cookie tracking settings and consent banner (legacy)
- Data Privacy Resources
- HubSpot consent banner | Frequently asked questions
- Manage data privacy requests
- Perform a permanent delete in HubSpot
- Set default notice and consent language for data privacy-enabled forms, pop-up forms, documents, and meetings
- Set up your cookie tracking settings and consent banner
- Support Google Consent Mode v2
- Track legal basis of processing in HubSpot
- Troubleshoot the HubSpot cookie consent management tools
- Turn on data privacy settings in your HubSpot account
- Turn on support for global privacy control
- Understand consent banner types
- Understand restorable and permanent contact deletions
- Use cookie management tools in HubSpot
Tracking Code
Top articles
All Tracking Code articles
search
- Analyze cookie consent banner interactions
- Cookies set in your visitor's browser by HubSpot
- Customize your cookie banner
- Customize your cookie tracking settings and consent banner (legacy)
- Exclude traffic from your site analytics
- Install and use the HubSpot WordPress plugin
- Install the HubSpot tracking code
- Set up site tracking in HubSpot
- Track visitors in HubSpot
- Track website visits
- Troubleshoot the HubSpot cookie consent management tools
- Troubleshoot the HubSpot tracking code
- Understand consent banner types
- Update contact properties through the tracking code API
- Website Visits | Frequently Asked Questions
User Management
Top articles
All User Management articles
search
- Bulk update user email domains
- Create and edit permission sets
- Create and manage teams
- Delete your HubSpot user
- Enable notifications from the HubSpot mobile app
- Export users
- HubSpot user permissions guide
- Import new HubSpot users with a CSV file
- Log in as another HubSpot user
- Manage user permissions
- Manage user preferences with presets
- Manage user properties and preferences
- Manage user working hours and availability for scheduling pages, inbox, and help desk
- Manage your user profile and preferences
- Provision HubSpot users with SCIM through Okta
- Remove HubSpot users
- Set up lead revisit notifications
- Set up user notifications in HubSpot
- View user permissions history