Last updated: September 19, 2024
Available with any of the following subscriptions, except where noted:
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When 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.
Create your account
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 your account, you'll automatically be logged in. Learn more about logging in to HubSpot and troubleshooting password issues.
Secure your account
To further secure your account and lower the risk of unauthorized access, you can set up two-factor authentication (2FA) or single sign-on (SSO) (Enterprise only). If needed, you can also restrict HubSpot employees from accessing your account.
- Set up two-factor authentication for your HubSpot login
- Set up single sign-on (SSO) (Enterprise only)
- Set up single sign-on using Active Directory Federation Services (AD FS)
- Prevent HubSpot employee access to your account
Invite your team
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.
- Create and manage teams (Professional and Enterprise only)
Customize account default settings
While some settings apply only to individual users, such as user preferences, other 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 turn on data privacy-related features.
- Customize default language and region settings
- Add and edit your account currencies
- Set up your company branding in HubSpot
- Turn on data privacy settings in your HubSpot account
Connect apps to your HubSpot account
If you have contacts and other object records stored in a separate CRM, you can connect that CRM to HubSpot to sync over relevant information. You can also browse HubSpot’s App Marketplace to find and integrate tools you need for your business. Depending on your needs, you can connect integrations from the App Marketplace or build your own with HubSpot’s API endpoints.
- Connect apps to HubSpot
- Connect and use HubSpot data sync
- HubSpot’s App Marketplace
- HubSpot Developers documentation
Get recommendations about setup and usage (BETA)
If you have access to the Get more value out of your account with Insights and Recommendations beta, you can view insights to help you activate and better use your HubSpot account. Recommendations reset at the start of each month.
To review and act upon recommendations:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, click Account Insights.
- On the Available tab, recommendations are shown with an explanation and call-to-action (CTA). To take action on the recommendation, click the CTA.
- Once you've completed a recommended action, it's displayed on the Completed tab.
Manage AI settings
To use generative AI features in your HubSpot tools, you must turn on your AI settings. You can also manage AI's access to your data sources. Learn how to manage your AI settings.
Manage your HubSpot subscription
You can manage your current subscription from the Account & Billing section of your account. In this section, you can explore add-ons, update your current subscription, and view your billing documentation.- Manage your HubSpot subscription
- HubSpot billing and payment | Frequently Asked Questions
- View and download your HubSpot invoices and receipts
Get help with HubSpot
If you're having any technical issues with setting up your HubSpot account, or want to speak to someone about your account, you can reach out to HubSpot Support or your account representative. Learn more about the support resources available to you.
Join the HubSpot Community
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.
