The HubSpot mobile app gives you access to some of your most important marketing (iOS only) and sales tools and data (iOS and Android) on the go.
Once you log in to the HubSpot app, you can view and update contacts and companies, monitor your deals and tasks, access your chat conversations, and manage your app settings.
To access data on your contact and company records, tap Contacts in the bottom navigation menu. You can:
- Add a new contact or company.
- Make changes to any existing contact's or company's properties by tapping the About tab.
- Associate a contact with a company or a deal by tapping the Associations tab.
- Call, send a text message, or send an email to your contact using the icons below their photo.
- Add a note, activity, or task to a contact or company's record.
Filter contacts and companies
To access a list of your most qualified leads, filter contacts and companies based on your saved filters in the HubSpot CRM. At the top, tap All Contacts, or All Companies to filter the records.
To interact with your deals, tap Deals in the bottom navigation menu. Swipe left and right to view the existing deals in each of your stages. You can also tap the + icon in the top right to create a new deal, and tap a deal to view its timeline, contacts, and properties. On the deal timeline, you can add a note, activity, or task.
To interact with your tasks, tap Tasks in the bottom navigation menu. You can view and edit existing tasks, and create new tasks by tapping the + icon.
To access your chat conversations and continue the conversation with your leads and contacts while on the move, tap More in the bottom navigation menu, then tap Conversations. Learn more about using conversations in the mobile app.
Manage your Preferences and Account settings, as well as provide feedback on the mobile app and get help from the HubSpot Support team. To access your settings in iOS, tap More in the navigation menu, then tap Settings. For Android users, tap Settings in the bottom navigation menu.
With the activity feed (iOS) and Activity menu item (Android) you can monitor your recent HubSpot Sales activity. To access this in the iOS app, tap More in the navigation menu, then tap Activity Feed.Swipe right or left on the Activity screen, or tap the activity tabs at the top, to navigate between activity types:
- All activities: view all recent activity.
- Email opens: view all recent email opens. Learn more about why you may also see multiple opens for the same email.
- Email clicks: view all recent email clicks.
- Sent emails: view all recent sent emails.
- Lead visits: view all recent lead revisit notifications.
- Prospect visits: view all recent visits from your prospects.
- Document views: view all recent views on your sales documents.
- Meetings: view all recent meetings booked with a HubSpot meetings link.
- Forms: view all recent form submissions from contacts that you own.
Digest (iOS only)
The Digest screen can be customized to show you information for the HubSpot CRM & Sales, Marketing, and Productivity. To access Digest, tap on More in the navigation menu, then tap Digest.
To add, remove, or reorder the widgets on your digest screen, in the top right, tap Edit. You can tap Add a widget to add a new widget to your digest, or tap and drag the listView icon to reorder your widgets.
Learn more about the different digest widgets below.
This widget lets you check on any open deals. View which deals are in each stage. You can comment, create an Activity, or a Task for any deals. Swipe left or right to scroll through your deals.
This widget ranks your sales reps based on revenue closed, weighted deal total, emails sent, calls made, and meetings booked for today, the week, month, quarter, or year.
The performance widget displays metrics for your website sessions, contacts, and customers for the timeframe specified. You can tap Sessions, Contacts, or Customers to change the visualization.
Marketing Email (iOS only)
View your marketing email metrics right on your mobile device. To access Marketing Email, tap More in the navigation menu, then tap Marketing Email.
In the Analyze tab, analyze how your recipient engage your emails, monitor your email deliverability, view the contacts you've lost, and measure your opens and clicks by device. In the List tab, view the opened and clicked rates for each individual email within a selected timeframe.