HubSpot - How to Set-up HubSpot
- George Apostolov
HubSpot - How to Set-up HubSpot: step-by-step guide
Go to hubspot.com and click on the Get started free button.
You can use your email address or do a Google login.
Create your password and hit Next.
Provide your name.
During your sign-up, you will get a few questions related to you, your company and past experience with a CRM.
Enter your company website.
You can choose where you would like your data to be hosted.
Now, we start setting up our account. We will start by choosing our templates based on our use cases.
Select appropriate options.
You can hit the skip button now and import your contacts later.
Send invites to your team members.
Go to CRM > Contacts to find the import option.
You can use the import button to import your contacts, companies, or deals. Follow our interactive guide on how to import contacts in HubSpot.
Quick answer: To set up HubSpot, go to hubspot.com, sign up with email or Google, create a password, provide your name, and answer profile questions. Enter your website, choose data hosting, select templates, skip or complete contact imports, invite team members, and access the import option via CRM, Contacts.
About this HubSpot tutorial
Configure your HubSpot account by adding company details, selecting templates, importing contacts, and inviting your team members. This guide covers hubSpot - How to Set-up HubSpot in 13 steps, starting with "Go to hubspot.com and click on the Get started free button" and finishing with "You can use the import button to import your contacts, companies, or deals. Follow our...". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does hubSpot - How to Set-up HubSpot take?
13 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: Hubspot - Lead scoring, HubSpot - Connect calendar and HubSpot - Style forms. Last reviewed 05 Oct 2026.
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