Last updated: October 10, 2023
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.
For in-depth video training, check out Setting Up Your HubSpot Accountin the HubSpot Academy.
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.
- HubSpot’s account creation page
- Sign up for HubSpot using your 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.
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Add and remove HubSpot users
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HubSpot user permission guide
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Manage your user profile and preferences
- Create and manage teams (Professional andEnterprise 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
Manage AI assistants
HubSpot's AI content assistant uses Open AI's GPT model to streamline your work. To turn on or off AI assistants for all users in your account:
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, under Tools, clickAI Assistants.
- Click to toggle the Content prompts switch on/off. If you are toggling the Content prompts switch on, click the checkbox below the toggle switch to agree to HubSpot's Beta Terms, and OpenAI's Usage Policies and Sharing & Publication Policy.
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.
- Getting Started With the HubSpot Community
- Create your Community user account
- Introduce yourself on the Community welcome forum
- Get the latest updates from the Community newsletter
FAQs
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.
Why does HubSpot say you have no accounts? ›
If you try to log in and see a You have no accounts message, your account may have been deactivated. Free accounts will be deactivated after 120 days of inactivity. This includes not logging in or using the HubSpot Sales extension.
How to create a HubSpot account without a company? ›
Steps to Register Without a Company Domain
- Go to the HubSpot Academy website.
- Click on the course you wish to enroll in.
- When prompted to sign up or log in, choose to sign up.
- In the company name field, enter any placeholder name.
Create a permission set
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Users & Teams.
- Click the Permission sets tab.
- In the upper right, click Create permission set.
A standard HubSpot account is the most common type of account. It's where you'll find all the tools, features, and settings included with your HubSpot plan. It can be free or paid, and is used as your production environment.
Why my HubSpot account is not working? ›
If you're unable to log in to HubSpot, try the following troubleshooting steps: Confirm that your browser is supported by HubSpot. If you have multiple email addresses, ensure that you're using the email address associated with your HubSpot account. Clear the cache and cookies in your browser and retry.
Where is my HubSpot account? ›
Check your current account
To check which HubSpot account you're currently in: In the upper right, click your account name. In the dropdown menu, under your account name, you can find the account name and unique Hub ID.
Does HubSpot have a free account? ›
HubSpot CRM has free tools for everyone on your team, and it's 100% free.
Is HubSpot free for one person? ›
Yes, HubSpot does offer a free plan. Users can get a stripped-down version of the HubSpot CRM, along with a small selection of the marketing, sales, and service tools that are available from the paid HubSpot hubs.
Do I need a website to use HubSpot? ›
Can I use Hubspot's Blog tool to create blogs without using Hubspot's Website? Hi @SHolzer, yes, you can absolutely use the HubSpot blog tools without hosting your website in HubSpot. On your existing website, you would link directly to the HubSpot blog listing page (or any featured blog posts).
From the Knowledge Base: Company domain name: the company's website domain. HubSpot Insights uses this domain to provide you with basic information about the company. Every property marked with an asterisk (*) can be populated automatically by HubSpot Insights once the domain name is populated.
Does HubSpot record calls? ›
Please note: HubSpot only supports a select group of third-party calling providers. Learn more about which calling providers are supported in the HubSpot App Marketplace. HubSpot call recordings are turned on by default. Make sure that call recording is turned on in your settings.
Who should be super admin on HubSpot? ›
Access level 1: Super Admin
Your internal leadership team, including your marketing managers, should have this access level. Additionally, if you work with a HubSpot solutions partner agency like Raka, their team should also have Super Admin access.
Is HubSpot account free? ›
You can use HubSpot's free CRM tools at no cost. With up to 1,000,000 contacts and no limits on customer data, HubSpot's free CRM functionality is 100% free, with no expiration date. More advanced CRM features are available in premium editions of Sales Hub.
How much does HubSpot cost per person? ›
Starter tier starts at $15 per user, per month (1,000 contacts) Professional tier starts at $800 per month (2,000 contacts, additional users $45/month) Enterprise tier starts at $3,600 per month (10,000 contacts, additional users $75/month)
What is HubSpot and how does it work? ›
HubSpot is a leading contact relationship management (CRM), marketing, sales, and customer service software company with a simple mission: to help companies maximize sales and grow better. HubSpot offers a wide range of resources to this end, including the following five main products or Hubs: Marketing Hub. Sales Hub.
How easy is HubSpot to use? ›
Easy to Create: HubSpot is not only easy for users to navigate and use daily, but it is also incredibly easy to create with. For example, content creation areas like landing pages, forms, and emails, are all drag and drop. You can also bulk-create and schedule social media content.
