<aside> 💡 Summary
The guide provides instructions for setting up HubSpot, including logging in, exploring the platform, syncing calendars and emails, installing Gmail/Outlook extensions, and using the mobile app. It emphasizes the importance of using a supported web browser, keeping it updated, and integrating HubSpot with Gmail or Outlook for efficiency. The guide also suggests bookmarking the login for easy access and connecting the calendar to HubSpot for scheduling.
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Welcome to our comprehensive guide on setting up HubSpot for the first time. This guide aims to provide clear, step-by-step instructions to help you navigate the initial stages of using HubSpot, covering everything from logging in for the first time to exploring its vast array of features. Whether you're new to CRM platforms or switching from another service, our guide is designed to make your transition to HubSpot as smooth as possible.
Checklist for Setting Up HubSpot
[ ] Click on the invitation link to HubSpot sent by your organization's HubSpot administrator
[ ] Set your login credentials
[ ] Explore the platform and its features
[ ] Bookmark the HubSpot login page for easier access
[ ] Ensure you're using a supported web browser on your computer
[ ] Update your web browsers to the latest version
[ ] Set up two-factor authentication for your HubSpot login
[ ] Install HubSpot Gmail / Outlook Extensions
[ ] Connect your calendar to HubSpot
[ ] Install the HubSpot mobile app on your iOS or Android device
The invitation link is sent by the HubSpot administrator for your organisation. Once you receive the link, click on it to access your HubSpot account for the first time. This link will direct you to a login page.
On the login page, you'll need to set your credentials. If this is your first time logging in, you may be prompted to create a password. Be sure to create a strong password that you can remember.
<aside> 💡 There are multiple ways to log in to HubSpot; enter an email address and password, sign in with Google, sign in with Microsoft, or use single sign-on if you have an Enterprise account. ****If SSO is turned on, you will be signed out of HubSpot after 24 hours of inactivity.
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This third-party video guides you through the process of setting up your account, creating an email signature, and syncing your calendar with the meeting links tool in HubSpot.
Additionally, the video will cover:
<aside> 💡 Need help with HubSpot and its supported apps? Contact Crocodile Marketing today for a free chat.
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https://www.youtube.com/watch?v=QY1LvCTjTPM
