Hubspot Login: Is It Easy To Set Up Account?

Photo of author

By Madelyne

Hubspot is a powerful competitor in the marketing automation space. It has many features that help organizations with their marketing, customer service, and sales. 

With Hubspot marketing, businesses can handle their marketing, leads, contacts, and relationships with customers all from one central tool. I will show how HubSpot login works and how to set up your account.

The Fundamentals of Hubspot Sign-In

To properly use HubSpot functions you need to log in first. Logging in may be easy but it involves a number of steps and basic processes that you need to follow to access your HubSpot account.  

  • Go to the hubspot email login
  • To get into your account you have to enter your Email and correct, strong password.
  • As we all know, the option FORGOT PASSWORD is to be used when you forgot your pass code. It works similarly here. 

Once you are logged in you can access HubSpot offerings. HubSpot makes the management more accurate of your marketing initiatives, as well as it allows you to concentrate on growing your business. Among its many uses is aiding in contact management and the development of email applications.

Ways to Set Up Hubspot Account:

Hubspot login

You may join HubSpot in a few different ways. When signing up with the HubSpot login link, most users only enter their name and email address. You might also sign up with your existing Google or Apple account

HubSpot will automatically sign you in once you’ve made your account. Don’t forget to click “Don’t ask me again on this computer” when hubspot login issues show in if you’re on a personal device or want your work device to remember your login information.

Add More Users:

If you’re not handling things single-handedly, you should probably invite several coworkers to join your HubSpot account. You can invite others to use your HubSpot account by:

  • Click the settings button on the main menu.
  • “Users & Teams” is in the left tab menu. Click there.
  • Click Create user in the top right corner of your screen.

By using two ways you can invite users to our HubSpot account. Also you can manually add New contacts’ email addresses or CSV files can also be imported to the Add email box. Be careful because a single CSV file only imports 100 users to one account. Therefore to add more you will require multiple imports. 

Manage Teams:

Teams is how you organize your HubSpot users into groups with different entry permissions, reporting options, management powers, and other things. Once you’ve made all, hubspot benefits users and you’ll want to start making teams to keep them all in order. So as to:

  • Click the settings button on the main menu.
  • Go to Users & Teams in the menu on the left.
  • Click the Teams tab, then click the Create team button.

The next step after establishing a group is to give it a label. As we all know the teams can switch timely, so for that you will need to know how to change them accordingly. To change an already-made team:

  • Click the settings button on the main menu.
  • Go to Users & Teams in the menu on the left.
  • Click on the Teams tab from there.
  • Move your mouse over the team name you want to change, and then click “Edit.”

Once you’ve done the above, you’ll be able to change the ‘Team name’ field and add or remove people as required.

Setup Live Chat:

When you set up live chat, it’s easy to get leads and answer questions that people always ask. This is an important part of setting up your HubSpot CRM, since 73% of users find live chat to be the best way to talk.

So let’s look at how to set up live chat in your Marketing CRM:

  • Go to the HubSpot login page you set up.
  • Go to Conversations and click on Chat Flows.
  • Click the button in the top right corner that says “Create Chatflow.”
  • Choose either Website or Facebook Messenger. We are going to use the website as an example.
  • Pick Live Chat or Bots, then click Next.
  • Choose the email, then make your chatflow.
  • In the top right spot, you’ll see a switch. To make the chatflow public, turn this switch on. The chatflow will then be public.

Now, making a chatflow is a bit of a long process. If I start writing about it from the beginning to the end, it will take a whole new blog, which we’ve already made.

Setting up Email:

The HubSpot setup plan includes email configuration as one of the required parameters.

Getting started with HubSpot requires linking your personal email account. You can now use HubSpot to send emails, track responses, and handle other mail-related duties.

To set up your HubSpot CRM for email, follow these steps:

  • Log in to your HubSpot customer relationship management account.
  • To access the settings, click the cog in the top right corner of the menu bar, then select General from the list of subheadings on the left.
  • To send a personal email, go to the Email menu and then click the Connect option.
  • Google/Gmail (a), Office 365, Exchange (b), Other Mail Account (c), and Other Mail Account (d) are the four alternatives. Here, we’ll use Google and Gmail as an example.
  • You can enable inbox automation by clicking the Google/Gmail tab and selecting the corresponding button. After doing so, select the option to “Connect your inbox.”
  • Then proceed, and if prompted, log in to your Gmail account.
  • That’s all there is to it when it comes to connecting your Gmail account to HubSpot so you can handle all of your email operations within the CRM. Let’s keep going with this HubSpot CRM tutorial and see what else needs to be adjusted.

Add views:

Data of a similar nature can be viewed with a single click thanks to views. This is a fundamental adjustment that needs to be made in your HubSpot CRM configuration.

We’ll go over the steps for making views in your CRM software.

  • Log in to your HubSpot customer relationship management account.
  • Select Object List from the Menu Bar to View a List of Contacts, Companies, Tickets, etc.
  • The Add View button will be displayed alongside the record list. Just tap on the link.
  • To make a new view in your CRM, select the button labeled “Create New View.” Include the person’s name in your view and decide who can see it.
  • Select your newly generated view and then click the All Filters option to apply filters to it.
  • If you wish to see only the records that meet certain criteria, you can apply filters to the list of records.

Conclusion:

If you’re new to HubSpot login and don’t know where to start, you don’t have to look further. If you want your HubSpot installation to go off without a hitch, just follow these easy steps. Remember that these preferences will not maximize your use of HubSpot’s CRM. However, it will speed up the process of being productive on the platform.

FAQs

Is HubSpot similar to Salesforce?

The most significant difference is that Salesforce is for businesses. More expensive and easier to set up with a lot of expert help. HubSpot is geared toward Mid-market and SMBs. So it costs less and is simpler to set up and use.

What kinds of businesses use HubSpot?

Many well-known companies like Airstream, Zapier, Crunch Fitness, Casio, Trello, and more use HubSpot. Case studies of HubSpot clients.