Last updated: June 4, 2021
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If you’re setting up a new HubSpot account, learn how to create your account, invite your team, and customize your default settings. If you use any third-party apps, you might also want to connect them to your account to integrate your systems.
Below is an overview of the account setup tasks you should complete as an admin. Within each section, you’ll find links to detailed instructions for each task.
There are multiple ways to create a HubSpot account. The most common method of signing up for HubSpot is with your name and email address. You can also sign up for HubSpot using your Google login or Apple ID.
After creating the account, you'll automatically be logged in. Learn more about logging in to HubSpot.
Invite your team members to the account to start collaborating in HubSpot. You can customize each user’s permissions to control which parts of HubSpot they can access. Once invited, they can log in and set up their profile and personal preferences.
While some settings apply only to individual users, some settings are account-wide and impact all users. These settings include account time zone and language, default currencies, and security. While setting up your account defaults, you can also enable GDPR-related features.
With HubSpot's App Marketplace, you can integrate tools you need for your business with your HubSpot account. Whether you want to set up simple integrations through an app like Zapier, or build full-fledged custom integrations with HubSpot’s API, there are integration options for your needs.
You can manage your current subscription from the Account & Billing section of your account. Explore add-ons, update your current subscription, and view your billing documentation all in one place.
To engage with other users and get more out of your HubSpot tools, join the HubSpot Community. You can see examples from peers, get tips and advice from experts, learn how to troubleshoot common issues, and submit feedback to the Product team.
Definitions for terms used across HubSpot's tools.
The foundation of your HubSpot account is a database of your business relationships and processes, called the CRM.
This Academy course covers the basics of being a HubSpot admin.