Skip to content
BETA

Manage brands with business units (BETA)

Last updated: September 14, 2021

In Beta

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.

Create business units

Super admins can create and edit business units in your account. Before getting started, make sure to connect the brand domain you want to associate 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 Business Units.
  • Click Create Business Unit.
  • Enter a name for your business unit. Click the Brand domains dropdown 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.

BU_Create

You’ll be brought back to your business units settings where you can manage your existing business units:

  • To rename a business unit, click the Options dropdown menu and select Rename, then enter a new name for your business unit.
  • To delete a business unit, reach out to HubSpot Support by clicking the Help button in the bottom right of your account.

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.

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

Users with Account Access and Edit account defaults permissions can create a brand kit.

  • 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.

BU_brandkits

  • 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 meetings links, 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.

Associate assets to a business unit

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

Please note: you can only associate new domains, pages, and forms to a business unit.

Brand domain

When you associate a brand domain to a business unit, all subdomains will be associated with the same business unit. To review the subdomains associated with each business unit, on the Website tab in your Business Units settings, select Manage domains & URLs.

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

BU_Cookies

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. If you need to change the business unit, recreate the form.

  • 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.

BU_forms

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

BU_forms_filter

Marketing emails

When you associate marketing emails to 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, use the Business unit dropdown menu to select the business unit.

BU_emails-1

The brand kit default colors will be displayed in the color picker favorites as you design your email.

BU_favorites

 

Subscription types

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. If a contact opts out of all email communication, they'll be considered opted out of the Account business unit.

To manage the subscription types associated with your business units:

  • In your HubSpot account, click the settings icon settings 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.

view-subscriptions-on-contact-record-1

Please note:

  • You cannot customize the styling of the subscription preferences page by business unit.
  • 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.

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. 

BU_website

Zoom integration

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 icon settings 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.

BU_Zoom

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.