HubSpot - How to Set-up HubSpot



Guide

  1. Go to hubspot.com and click on the Get started free button.

  2. You can use your email address or do a Google login

  3. Create your password and hit Next.

  4. Provide your name.

  5. During your sign-up, you will get a few questions related to you, your company and past experience with a CRM.

  6. Enter your company website.

  7. You can choose where you would like your data to be hosted.

  8. Now, we start setting up our account. We will start by choosing our templates based on our use cases.

  9. Select appropriate options.

  10. You can hit the skip button now and import your contacts later.

  11. Send invites to your team members.

  12. Go to CRM > Contacts to find the import option.

  13. You can use the import button to import your contacts, companies, or deals.

    Watch an interactive guide to importing contacts in HubSpot here.

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