A guide to HubSpot's navigation
Last updated: March 26, 2024
Available with any of the following subscriptions, except where noted:
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This article provides an overview of how the HubSpot navigation is organized. In HubSpot, tools are grouped together based on how they support your business processes.
The menu items shown in your account depend on your user permissions and your HubSpot subscription. Learn more about which tools you have access to in the Product & Services catalog.
Please note: as of February 2024, the navigation shown below is currently in public beta, and will be rolled out in phases until all accounts have access in May 2024. To gain access to the updated navigation, you can opt your account into the Refreshed Navigation Menu and Sidebar beta.
Top navigation bar
An overview of the items in the top navigation bar:
- sprocket Sprocket: click the sprocket icon to navigate to your default home page.
- search Search: the global search bar, used to search your entire HubSpot account for assets, tools, learning resources, and settings.
- calling Calling: the calling tool.
- marketplace Marketplace: the HubSpot marketplaces, including the App Marketplace, Template Marketplace, Solutions Directory, and links to your existing connected apps. HubSpot Marketplace providers also have a Marketplace menu to access Listings, Provider Info, and Transactions.
- question Help: HubSpot support resources. When you click the help icon, a panel will appear with the support resources available for your account's subscription.
- settingsSetting Settings: all of your account and product settings are located in one place. Navigate to each of your settings using the left sidebar menu. When clicking Settings settinwhile in certain tools, you will be brought to that tool's specific settings. You can click Back to all settings in the upper left to see all settings.
- notification Notifications: a central place to view your user notifications.
- Account: click the dropdown menu to access options for account details and services. This menu includes Profile & Preferences, your account Hub ID, Account & Billing, HubSpot Academy, Pricing & Features, Product Updates, Projects, and Training & Services. At the bottom of the dropdown menu, you can also click to Sign out or view the Privacy policy.
Navigation sidebar menu
The left sidebar menu organizes your account's tools and resources into categories.
- Click a navigation menu item to view the tools in that category, then click the tool to navigate to it.
- By default, the sidebar is expanded. To close the sidebar, click the left collapse icon in the bottom right of the sidebar. Click the icon again to expand.
- Workspaces: tools that organize specific daily tasks into one place, including the prospecting and help desk workspaces.
- CRM: home pages and tools related to records, interactions, and payments. Click this menu to navigate to records (contacts, companies, deals, tickets, custom objects), lists, inbox, calls, and tasks.
- Marketing: tools for marketing content, conversions, and strategy. Click this menu to navigate to campaigns, marketing email, social, ads, forms, CTAs, and SMS.
- Content: tools for your web-hosted content. Click this menu to navigate to website pages, landing pages, blog, knowledge base, customer portal, SEO, HubDB, and the design manager.
- Commerce: tools related to commerce. Click this menu to navigate to quotes, payments, payment links, invoices, products, and subscriptions.
- Automations: tools to automate actions in your HubSpot account. Click this menu to navigate to workflows, sequences, chatflows, and feedback surveys.
- Reporting & Data: tools to report your data and to understand and manage the organization of data in your account. Click this menu to navigate to dashboards, reports, forecast, goals, integrations, custom events, the data quality command center, datasets, and the data model explorer.
- Library: includes your templates, meeting scheduling pages, files, documents, playbooks, snippets, and coaching playlists.
- Partners: HubSpot Partners have a Partner menu to access Directory Info and Resources.