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Account Settings

Manage brands with business units

Last updated: June 30, 2022

Applies to:

Business Units Add-On

With business units, you can manage multiple brands in one HubSpot account. Customize branding for each business unit to streamline content creation. You can also associate assets including brand domains, forms, pages, and emails to help your team stay organized.

Please note: you may need to manually opt-in to access certain tools related to business units, such as marketing emails and subscription types. If you don't have access to a specific feature outlined below but would like to, reach out to your Customer Success Manager.

Before you get started

Before getting started with business units, do take note of the following: 

  • With the Business units add-on, your HubSpot account will have access to one additional brand domain. If you want to associate the business unit with a brand domain, ensure that the brand domain is connected before setting up business units. This is optional.
  • An email can only be associated with a business unit when creating the email. When you create  a business unit, the Business units contact property will automatically be created in your account. You can filter your contacts by business unit and automatically set this property when a contact submits a form associated with a specific business unit.

Create business units

When creating business units, do take note:

  • Each Business units add-on allows for one business unit. You can add up to 50 business units by purchasing multiple instances of the Business units add-on.
  • Only Super admins can create and edit business units.

To create a business unit:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.
  • Click Create Business Unit.
  • Enter a name for your business unit. Click the Brand domains dropdown menu and select the checkboxes next to the brand domain you want to associate the business unit with.
  • Click Next.
  • Review your business unit and click Create and exit.

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Update or delete existing business units

Manage your existing business units from the business units settings page:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.
  • To rename a business unit:
    • In the upper right, click Rename.
    • In the dialog box, enter a new name for your business unit.
    • Click Update. The business unit's new name will display in your HubSpot account. 
  • To delete a business unit, reach out to HubSpot Support by clicking the Help button in the bottom right of your account. Deleting a business unit will not delete any associated records. 

Please note:

  • The default account business unit will be associated with the account name. Updating the account name in the account default settings will also update the name of the default account business unit. 
  • It is not possible to disable business units. If you want to remove the business units feature, reach out to your Customer Success Manager to cancel the Business units add-on.

Customize branding for business units

You can set custom logos, favicons, and colors for each business unit by creating brand kits. When you create pages, emails, and forms and associate them to a business unit, the brand colors will be displayed in the color picker favorites.

To create and manage brand kits, first navigate to your business units settings:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.

Create a brand kit

Use different brand kits with different business units. Only users with Account Access and Edit account defaults permissions can create brand kits.

  • Click Manage branding. You’ll then be taken to the Branding tab of the Account Defaults settings page.
  • Click Create a new brand kit.
  • In the dialog box, enter a name for the brand kit, then click the Business unit dropdown menu and select the business unit you want to associate it with: 
  • Click Save..

After the brand kit is created, you can edit the logo and favicon associated with the brand kit: 

  • On the Branding tab of the Account Defaults settings page, click the brand kit name.

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  • To add a brand logo:
    • Under Logos, click Add.  
    • Click Upload to upload a new image from your computer, or Browse images to select an existing image from your file manager in HubSpot. HubSpot will resize uploaded images before applying them to your sales tools.
    • Click Save.
  • To add a brand favicon:
    • Under Favicons, click Add.
    • Click Upload to upload a new image from your computer, or Browse images to select an existing image from your file manager in HubSpot.
    • Click Save.
  • To set brand colors:
    • Click the Colors tab.
    • Set your primary color by entering a hexadecimal value, or by clicking the color picker. The primary color will be used across scheduling pages, new quotes, and new conversations channels.
    • To add more colors, click + Add.
    • Click Save.

Manage brand kits

From the Branding tab of the Account Defaults settings page, you can manage existing brands, including editing, deleting, or reassigning a brand to a different business unit.

  • To delete a brand kit, click the Actions dropdown menu then select Delete.

Install the HubSpot tracking code for a business unit

Each business unit is associated with its own unique tracking code. The unique tracking codes allow you to display different cookie policy banners on different pages. However, this will not have any effect on reporting.  

To install the tracking code:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • Navigate to Tracking & Analytics > Tracking code in the left sidebar menu.  
  • Click the Current view dropdown menu and select the business unit you want to install the tracking code for.

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Associate assets to a business unit

To organize your assets, you can associate them with a business unit.

Please note: emails and forms can only be associated with business units when being created. While all other assets can be reassigned, it is not possible to reassign an email or form once created.  

Brand domain

When adding a new brand domain, it is automatically associated with the default account business unit. After which, you can associate it with another business unit. All subdomains under that brand domain will also be associated with the same business unit.

To associate a brand domain with a different business unit: 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Website > Domains & URLs.
  • In the Brand domains section, next to a brand domain, click Edit > Change business unit
     

  • In the dialog box, click the Business unit dropdown menu and select a business unit.
  • Click Change
  • To review the subdomains associated with each business unit:
    • In your HubSpot account, click the settings settings icon in the main navigation bar.
    • In the left sidebar menu, navigate to Business Units.
    • From the Current view dropdown menu, click the business unit that you want to review. 
    • Click the Website tab.
    • Under the Domains & URLs section, review the brand domains associated with the selected business unit. 

Cookie policy

If you would like to create a separate cookie policy for each brand domain and customize brand colors for each banner, you can create a custom cookie policy for a business unit. 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Privacy & Consent.
  • Click the Cookies tab.
  • From the Current view dropdown menu, click the business unit.
  • Continue creating a custom cookie policy.

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Custom contact property

If you have custom contact properties that only apply to one business unit, you can associate those properties with the business unit.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.

  • In the left sidebar menu, navigate to Properties.

  • In the Select an object section, click the dropdown menu and select Contact properties

  • In the upper right, click Create property.
  • From the Business unit dropdown menu, select the business unit.

    BU_contactproperty

You can create a conditional section on your record sidebar so the properties will only appear if there is a set value for the business unit property.

Forms

To automatically associate a contact with a business unit when they submit a form, you can associate your forms with business units.

Please note: a form can only be associated with a business unit when creating the form. To change a form's business unit, you'll need to recreate the form. Non-HubSpot forms are automatically associated with the account's default business unit and cannot be changed.

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • In the upper right, click Create form.
  • In the dialog box, click the Business unit dropdown menu and select the business unit.

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From the Manage tab, you can then filter forms by business unit.

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Marketing emails

Please note: 

 

When you associate marketing emails with business units, you can filter your emails by business unit to review trends and export reports when analyzing your marketing email performance.

  • In your HubSpot account, navigate to Marketing > Email.
  • Click Create email.
  • In the dialog box, click the Business unit dropdown menu and select a business unit.

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You can customize the click tracking domain used in marketing emails for each business unit so links in your emails are consistent with each brand. By default, the click tracking domain will be your email sending domain.

To edit the click tracking domain:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, click Marketing > Email.
  • Click the Tracking tab.
  • In the Click tracking domain section, click Edit.

  • Click the Domain dropdown menu and select a domain.

 

Subscription types (BETA)

Please note: if you don't have access to subscription types but would like to, reach out to your Customer Success Manager.

You can associate and manage your email subscription types with different business units to allow contacts to unsubscribe from one business unit while remaining subscribed to others.

  • Contacts who opt out of all email communication for a specific business unit will be opted out of all of that business unit's subscription types.
  • The following default subscription types cannot be associated with business units. These subscriptions will default to the main HubSpot account.
  • Contacts who are imported in an opt-out list, or manually opted out on a record will only be opted out of the Account business unit, and will not be opted out of any additional business units you've configured.
  • You can only use one default subscription preference page for all business units, and it cannot be customized.
  • Contacts who opted out of receiving emails from a business unit cannot resubscribe via form, but you can manually resubscribe a contact via the Communication preferences section of the contact record.

To manage the subscription types associated with your business units:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, click Marketing Email.
  • Click the Subscription types tab.
  • To filter your subscription types by business unit, click the Current view dropdown menu, then select a business unit.

filter-subscription-types-by-business-unit

  • To associate a subscription type with a different business unit:
    • Hover over the subscription type you want to update, then click the Actions dropdown menu.
    • Select Move to business unit.
move-subscription-type-to-business-unit
    • In the dialog box, select the new business unit, then click Move.

You can view a breakdown of a contact's subscription types by business unit on the contact record by clicking View subscriptions under Communication preferences.

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Pages

When you create a page, a brand unit will be associated with the page based on the domain.

From the Website pages or Landing pages tabs, you can filter pages by business unit. 

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Zoom integration

Currently, Zoom is the only integration supported for business units.

If you have a unique Zoom account for each business unit, you can connect each account to the corresponding business unit. Before connecting a Zoom account to your business unit, install the Zoom integration on your HubSpot account

Please note: when you connect a Zoom account to a business unit, only new contacts created from the Zoom account will be associated with the business unit. Existing contacts will need to be updated manually.
  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Business Units.
  • Select Manage connected apps.
  • Click the Current view dropdown menu and select the business unit you want to connect a Zoom account to.
  • Click Assign app.
  • Click the Choose an app dropdown menu and select Zoom
  • Click the Choose a Zoom account dropdown menu.
    • To connect a Zoom account that’s already connected, select the account email.
    • To connect a new Zoom account, select New Zoom account and log in to your Zoom account.
  • Click Confirm and connect.

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Zoom events

When new contacts register for or attend a Zoom webinar or attend a Zoom meeting, they will automatically be associated with the corresponding business unit for that Zoom account.

Report on business units

To help track brand performance and keep your teams aligned, you can create a dashboard with custom business unit reports. You can also associate existing dashboards and reports with a business unit.

Create and manage business unit dashboards

  • ​​In your HubSpot account, navigate to Reports > Dashboards.
  • In the upper right, click Create dashboard. You'll be brought to the dashboard library.
  • Select the Business Unit Overview template.
  • In the right panel, review the prescribed reports. Clear the checkboxes next to the reports you don't want to include.
  • Click Next.

  • To edit the business unit a dashboard is associated with, click the Actions dropdown menu and select Dashboard details. Then, click the Business unit dropdown menu and select a business unit. Click Save.

  • To filter a report by a specific business unit, customize the report filters using the Business units property in the custom report builder or click the Business unit dropdown menu and select a business unit

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Learn more about managing dashboards

Create and manage business unit reports

In addition to using the reports from the Business Unit Overview template, you can also create custom reports using the Business units property to have more flexibility when analyzing objects and activities in your HubSpot account. 

  • To create a custom contact report to analyze business units, use the Business units property in the custom report builder.

  • To associate an existing report with a business unit:
    • From the reports dashboard, select the checkbox next to the report and click Set business unit.
    • In the dialog box, click the Business unit dropdown menu and select a business unit.
    • Click Set business unit.


Learn more about managing reports.

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