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. 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. Learn more about logging in to HubSpot and troubleshooting password issues. 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. 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. Add and remove HubSpot users HubSpot user permission guide Manage your user profile and preferences 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. 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. 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: 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. 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.Create your account
Secure your account
Invite your team
Customize account default settings
Connect apps to your HubSpot account
Manage AI assistants
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.
Get help with HubSpot
Join the HubSpot Community