Get Started With HubSpot

Complete these setup tasks to get started

Step 1

Add your existing contacts

Get started

Import a file or sync contacts directly from the apps your business uses.
Add Contacts

Need help?

Here are some videos covering instructions and best practices.
Watch now

Step 2

Set your contact properties

Get started

Store and display the contact details that your team needs.
Choose Properties

Need help?

This article has all the details you need to get set up quickly.
View article

Step 3

Invite your team

Get started

Invite your team to assign tasks and manage customer interactions.
Invite Team

Need help?

See how to add users and assign permissions.
Watch now

Step 4

Connect your inbox

Get started

Connect your inbox to collaborate faster, all in one place.
Connect Inbox

Need help?

Discover how to connect your email, calendar, and more in these videos.
Watch now

Step 5

Install your HubSpot tracking code

Get started

Capture visits to your website, and store activity in your CRM.
Add Tracking Code

Need help?

Read this article for easy-to-follow setup instructions.
View article