Getting Started

Getting Started | Frequently Asked Questions

Last updated: October 13, 2020

Applies to:

All products and plans

Find answers and general information about getting started with HubSpot.

What are the limits of my free account?

Once you’ve signed up for HubSpot and created your account, you have access to all HubSpot’s free products, including the CRM (customer relationship management system), marketing tools like forms, sales tools like email templates, and customer service tools  like tickets and conversations. You can store up to 1 million contacts and have up to 2,500 users in your free CRM account.

Your account is free forever, but there are paid plans if you want to add extra functionality, or increase specific feature limits. Learn more about HubSpot's products and add-ons.

Is my information safe in HubSpot? Will you read my emails or use my contacts?

Your information is safe and secure in HubSpot. You can choose which contacts to bring into HubSpot, and after authorizing HubSpot to integrate with your inbox, you can pick which emails should be recorded in the platform. HubSpot will never send emails to any of your contacts without your authorization. Learn more about how HubSpot keeps your information safe.

Will HubSpot work for my business? How customizable is HubSpot?

HubSpot is fully customizable to match your needs and industry. Once you bring your contacts into HubSpot, you can create custom properties that define what types of contacts they are, and segment them into lists for reporting and email communication. You’ll be able to customize your sales pipeline based on what works for you, and add a level of automation to help you move even faster. Browse HubSpot's case studies to see how HubSpot has met the needs of organizations across a range of industries, from healthcare and manufacturing to e-commerce and non-profit.

Does HubSpot integrate with the other tools I’m using?

HubSpot integrates with over one hundred third-party tools, including Mailchimp, SurveyMonkey, Salesforce, Slack, and Eventbrite. Browse the list of supported integrations and check out Zapier, which helps HubSpot connect with even more apps that you may be using.

If you're looking to build your own integrations, check out our developer documentation

What can I report on in HubSpot?

HubSpot supports a robust set of standard and custom reports. You can create a report on any of the contact, company, deal, product, or ticket records you manage in HubSpot. You can create a funnel or pipeline report for your contacts or deals to track their progress through a specific deal funnel or lifecycle stage. Check out reports included with a free subscription.

How do I migrate data from my current CRM or spreadsheets to HubSpot?

You can use HubSpot's standard import wizard, which will walk you through the process step-by-step and offer you options to import from your inbox or a spreadsheet. Check out the full guide to the various objects in HubSpot and migrating your data over.

If you're currently using Salesforce, learn how to import your records from Salesforce.

Does HubSpot have a mobile app?

Yes, HubSpot has both iOS and Android apps, so you can access your entire database on-the-go and stay on top of sales activity, marketing reporting, and more. Learn more about installing the HubSpot mobile app.

Does HubSpot have training resources where I can learn more or share with others?

Yes, HubSpot has a built-in HubSpot Academy Learning Center featuring online courses and short tutorials to help you learn the HubSpot platform. You can watch these training resources at your own pace and share them with your team.

Can I send bulk email from HubSpot?

Yes. With HubSpot's marketing email tool, you can bulk email your contacts. Learn more about how to use HubSpot's drag and drop email editor to send promotional emails for your business.