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Account Management
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- Contact HubSpot about an account
- Log in to HubSpot
- Change your HubSpot user's email address
- Manage multiple HubSpot accounts
- Search within your HubSpot account
- Export your content and data
- Contact HubSpot about an account
- Log in to HubSpot
- Change your HubSpot user's email address
- Manage multiple HubSpot accounts
- Search within your HubSpot account
- Export your content and data
All Account Management articles
- Account suspension | Frequently Asked Questions
- Add and edit your account currencies
- Add and manage email signatures in the CRM
- Add HubSpot users
- Associate assets with Brands
- Back up or restore CRM data
- Blog auto-publish in social settings
- Change your HubSpot user's email address
- Contact HubSpot about an account
- Beta Copy assets to another HubSpot account with multi-account management
- Create a sandbox and deploy changes to production
- Create and edit permission sets
- Create default values for personalization tokens
- Beta Create multi-account reports
- Create multi-account workflows
- Create notification profiles
- Customize default region and language settings
- Customize your email subscription pages
- Downgrade or cancel your HubSpot subscription
- Edit email footer addresses
- Edit the default font for emails sent from the CRM and conversations inbox
- Edit your brand's logo, favicon, brand colors, fonts, and theme
- Export users
- Export your content and data
- Getting Started | Frequently Asked Questions
- Include jQuery across pages
- Install the HubSpot mobile app
- Integrate Google Analytics with HubSpot content
- Log in to HubSpot
- Log out of HubSpot
- Manage AI settings
- Manage billing for seats
- Manage blog subscribers
- Manage data retention policy settings for inactive contacts
- Manage domain language settings
- Manage multiple HubSpot accounts
- Manage seats
- 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
- Not receiving push notifications in browser
- Opt an HubSpot account into a beta feature
- Opt out of HubSpot's machine learning data use
- Overview of approvals in HubSpot
- Pay your invoice with credit cards issued by Indian banks
- Prevent content from appearing in search results
- Provision HubSpot users with SCIM through Okta
- Recover your inactive HubSpot account
- Review permission-related product updates
- Sandbox assets eligible to be deployed to production
- Search within your HubSpot account
- Set up a HubSpot standard sandbox account (legacy)
- Set up blog subscription emails
- Set up browser notifications
- Set up markets
- Beta Set up multi-account management
- Set up single sign-on (SSO) to access private content
- Set up your company branding in HubSpot
- Sign up and login to HubSpot with an Apple ID
- Sign up for HubSpot mobile beta features
- Sign up for HubSpot using your Apple ID on the HubSpot mobile app
- Sync contacts, forms, segments, emails, pipelines, and workflows to a standard sandbox account (legacy)
- Track conversions in Google Ads with a global site tag
- Troubleshoot the HubSpot mobile app
- Turn on automatic updates to currency exchange rates
- Understand Breeze
- Understand HubSpot's content moderation policies
- Understand the effects of downgrading a paid HubSpot subscription
- 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 a blog
- Use Breeze Assistant
- Beta Use Breeze Assistant with connected apps
- Use code snippets with HubSpot content
- Use the HubSpot mobile keyboard
- View and export account activity history
- View user permissions history
- Viewing your quote and purchasing HubSpot
Account Security
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All Account Security articles
- Automatically deactivate inactive users
- Browsers supported by HubSpot
- Configure allowed 2FA methods for users
- Beta Create data privacy request forms for specific brands
- HubSpot AI Cloud Infrastructure | Frequently Asked Questions
- HubSpot Cloud Infrastructure and Data Hosting | Frequently Asked Questions
- Improve your account security with login and password best practices
- Limit access to your HubSpot assets
- Manage login and account access settings
- Manage user login sessions
- Manage your account security using HubSpot security health
- Nametag Automated Account Recovery | Frequently Asked Questions
- 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
- Store Sensitive Data in HubSpot
- Understand how Sensitive Data is used in HubSpot tools
Billing
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All Billing articles
- Add a billing admin to your account
- Add and manage payment methods for your HubSpot subscriptions
- Bahamas Value Added Tax (VAT) | Frequently asked questions
- Barbados Value Added Tax (VAT) | Frequently asked questions
- Canadian indirect taxes | Frequently asked questions
- Chilean Value Added Tax (VAT) | Frequently asked questions
- Colombian Electronic Invoicing | Frequently Asked Questions
- Downgrade or cancel your HubSpot subscription
- 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
- Latin-America (LATAM) Withholding Tax Rates (WHT) by country
- Manage billing for seats
- Manage your HubSpot subscription
- Pay for HubSpot using ACH
- Pay your invoice with credit cards issued by Indian banks
- Peru Value Added Tax (VAT) | Frequently asked questions
- Philippines Value Added Tax (VAT) | Frequently asked questions
- Review the billing history for your HubSpot subscription
- Review your HubSpot renewal
- Russian Value Added Tax (VAT) | Frequently Asked Questions
- South Korea Value Added Tax (VAT) | Frequently asked questions
- Strong Customer Authentication (SCA) in HubSpot
- Switzerland and Liechtenstein Value Added Tax (VAT) | Frequently asked questions
- Tax Identification Number (Tax ID) | Frequently Asked Questions
- Türkiye Value Added Tax (VAT) | Frequently asked questions
- Ukraine Value Added Tax (VAT) | Frequently asked questions
- Understand HubSpot Credits and billing
- 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 the points of contact for your HubSpot account
- View and download company documents in Account & Billing
- View and download your HubSpot invoices and receipts
- View, download, and pay your HubSpot invoice
- Viewing your quote and purchasing HubSpot
Branding
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All Branding articles
- Associate assets with Brands
- Edit your brand's logo, favicon, brand colors, fonts, 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
- Beta Set up and use the brand assistant
- Set up brand voice using AI
- Set up your company branding in HubSpot
- Understand Loop Marketing
Connected Email
Top articles
- Log email replies in the CRM
- Block self-open email notifications with the HubSpot Sales Outlook desktop add-in or Chrome extension
- HubSpot Sales for Outlook install error: 'An error occurred attempting to install HubSpot Sales in Outlook'
- Requirements to use HubSpot tools with your connected email
- Uninstall the HubSpot Sales email extension
- Install HubSpot Sales for Gmail, Office 365, and Outlook desktop | Knowledge Base
All Connected Email articles
- Add an email alias
- Add and manage email signatures in the CRM
- Add attachments to emails
- Automatically populate contact properties from emails
- Block self-open email notifications with the HubSpot Sales Outlook desktop add-in or Chrome extension
- Connect a personal or team email to the conversations inbox
- Connect your personal email
- Connected inbox error: 'This email couldn't be sent using your connected inbox'
- Beta Create or log activities with the HubSpot Sales Chrome extension
- Beta Create or log activities with the HubSpot Sales Office 365 add-in
- Customize 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 with Breeze
- Generate sales emails in the HubSpot Sales Office 365 add-in using AI
- 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 contact email logging rules
- Manage meetings in Google Calendar with the HubSpot Sales Chrome extension
- Manage meetings in Outlook calendar with the HubSpot Sales Office 365 add-in
- Manage your HubSpot Sales extension settings
- Not receiving push notifications in browser
- Outlook crashing with HubSpot Sales installed
- Outlook desktop add-in | Frequently Asked Questions
- Remove access to HubSpot in your Google account
- Requirements to use HubSpot tools with your connected email
- Sales tools not appearing in HubSpot Sales Outlook desktop add-in after upgrading
- 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
- Track replies to marketing emails sent to a connected inbox
- 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 Breeze
- Understand HubSpot email tracking and logging
- Uninstall the HubSpot Sales email extension
- Use contact profiles with the HubSpot Sales Chrome extension
- Use contact profiles with the HubSpot Sales Office 365 add-in
- Use contact profiles with the Outlook desktop add-in
- Use sales tools in the HubSpot Sales Chrome extension
- Use sales tools with the HubSpot Sales Office 365 add-in
- Use sales tools with the HubSpot Sales Outlook desktop add-in
- Use the HubSpot Sales Chrome extension across the web
Help & Resources
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All Help & Resources articles
- 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
- Collect a HAR file for troubleshooting
- Complete practical exercises in your certification course
- Beta Contact HubSpot's Premium Support
- Create and share Academy playlists
- Get help with HubSpot
- HubSpot language offerings
- HubSpot videos are not playing
- Manage onboarding to-do lists with checklists
- Report translation issues in HubSpot
- Transfer certifications to another email address
- Understand HubSpot's scope of support
- Understand sustainability in HubSpot
- Use HubSpot Academy in the HubSpot mobile app
- Beta Use HubSpot home
- Validity period of HubSpot certifications
- View, share, or download Academy certificates
Integrations
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All Integrations articles
- Add and manage app cards
- 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 SEO performance
- Associate a Slack channel to a record
- Association mapping with data sync
- Authenticate your apps for HubSpot data sync
- Beta Configure prompts for Breeze agents with HubSpot MCP Client
- Connect and use HubSpot data sync
- Connect HubSpot and Adobe Acrobat Sign
- Beta Connect HubSpot and AWS S3
- Connect HubSpot and Docusign
- Beta Connect HubSpot and Google BigQuery
- Connect HubSpot and Google Chat
- Connect HubSpot and Google Contacts
- Connect HubSpot and Jira
- Beta Connect HubSpot and Jira (Data Sync)
- 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 Outlook Contacts
- Connect HubSpot and QuickBooks Online
- Connect HubSpot and Sansan
- Connect HubSpot and Shopify (Data Sync)
- Beta Connect HubSpot and Snowflake
- Connect HubSpot and Snowflake Data Share
- Connect HubSpot and Xero (Data Sync)
- Connect HubSpot and Zoho
- Connect the Cookiebot integration
- Beta Connect your Anthropic account to HubSpot
- Connect your OpenAI account to HubSpot
- Create a NetSuite sales order in HubSpot
- Create and manage orders
- Create and use custom LLM workflow actions
- Create contact analytics mappings between HubSpot and Salesforce for Salesforce Reporting
- Create HubSpot tasks and tickets in Microsoft Teams
- Create Trello cards with workflows
- Beta Customize Breeze agents with HubSpot MCP Client
- Embed HubSpot data into a Microsoft Dynamics 365 app
- Embed HubSpot data into a NetSuite layout
- Embed HubSpot data into a Zoho CRM record
- HubSpot's default marketing event properties
- Identify and delete empty properties with HubSpot Smart Transfer
- Import Adobe Acrobat Sign agreements data
- Import marketing event participants
- Install the HubSpot-Salesforce integration
- Log Microsoft Teams calls to HubSpot records
- Manage meetings in Outlook calendar with the HubSpot Sales Office 365 add-in
- Manage notifications in Google Chat
- Manage notifications in Slack
- Manage records and notifications in Microsoft Teams
- Manage the marketing contacts settings for your integrations
- Manage your connected apps
- Manage your records in Slack
- Match records in data sync
- Resolve sync errors in HubSpot Smart Transfer
- Revert a transfer in HubSpot Smart Transfer
- Set up a test sync
- Set up and use the HubSpot connector for ChatGPT
- Set up and use the HubSpot connector for Claude
- Beta Set up and use the HubSpot connector for Gemini
- Set up and use the HubSpot connector for Google Sheets
- Specify lifecycle stages when syncing leads and contacts using HubSpot data sync
- Specify product type when syncing products using HubSpot data sync
- Supported apps for HubSpot Smart Transfer
- 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
- Sync Microsoft Teams Meeting Recordings and Transcripts to HubSpot
- Sync Salesforce cases to HubSpot tickets
- Sync Salesforce leads and contacts to HubSpot
- Sync SurveyMonkey data to HubSpot surveys
- Sync the Status field between HubSpot and NetSuite
- Transfer data from other apps using HubSpot Smart Transfer
- Troubleshoot common Zoom webinar sync errors
- Troubleshoot the QuickBooks Online data sync integration
- Understand HubSpot's CRM migration process
- Understand your data sync field mappings
- Use a calling app to make and receive calls in HubSpot
- Use app objects from your connected apps
- Use Google Meet with HubSpot meetings
- Use HubSpot and Microsoft Teams webinars
- Use HubSpot and Zoom webinars
- Use HubSpot's integration with QuickBooks Online (legacy)
- Use HubSpot's integration with SurveyMonkey
- Use marketing events
- Use QuickBooks actions in workflows
- 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 NetSuite integrations sync card
- Beta Use the Shopify store performance agent
- Using the QuickBooks Online data sync integration for invoices
- View marketing events on contact records
- View the cart object
- View the integrations sync card
Privacy & Consent
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All Privacy & Consent articles
- Cookies set on HubSpot's websites
- Beta Create data privacy request forms for specific brands
- Customize cookie banner styling
- Customize cookie tracking settings and consent banners (legacy)
- Data Privacy Resources
- HubSpot consent banner | Frequently asked questions
- Manage data privacy requests
- Manage data privacy settings in your HubSpot account
- Manage partner data sharing settings
- Perform a permanent delete in HubSpot
- Set default notice and consent language for data privacy-enabled forms, documents, and meetings
- Set up cookie tracking settings and consent banners
- Store Sensitive Data in HubSpot
- Track legal basis of processing in HubSpot
- Troubleshoot the HubSpot cookie consent management tools
- Turn on support for global privacy control
- Understand and implement Google Consent Mode
- Understand consent banner types
- Understand how Sensitive Data is used in HubSpot tools
- Understand restorable and permanent contact deletions
- Use cookie management tools in HubSpot
Tracking Code
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All Tracking Code articles
- Analyze cookie consent banner interactions
- Cookies set in your visitor's browser by HubSpot
- Customize cookie banner styling
- Customize cookie tracking settings and consent banners (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
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All User Management articles
- Bulk update user email domains
- Create and edit permission sets
- Create and manage teams
- Delete your HubSpot user
- Export users
- HubSpot user permissions guide
- Import new HubSpot users with a CSV file
- Log in as another HubSpot user
- Manage notifications from the HubSpot mobile app
- Manage user availability for help desk
- 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