How to Set Up a New HubSpot Account

Step 1: Accept Your Invitation Email

When your administrator creates your HubSpot user account, you will receive an invitation email.

1. Check your inbox for the HubSpot invitation email.

2. Click “Set up your account” in the email.

3. You will be redirected to the HubSpot account setup page.

If you cannot find the email, check your spam or junk folder.

Step 2: Create Your Password

Once you click the invitation link:

1. Enter a secure password.

2. Confirm your password.

3. Click Create Account.

You can now log in to HubSpot using your email and password.

Step 3: Log in to HubSpot

After setting up your password:

1. Go to https://app.hubspot.com

2. Enter your email and password

3. Click Log in

You will now have access to the HubSpot dashboard.

Step 4: Check Your User Permissions

If you cannot see certain tools (like CRM, Marketing, or Reports):

1. Contact your HubSpot administrator.

2. Ask them to confirm your user permissions and access level.

Permissions control what areas of HubSpot you can use.

Common Setup Issues

I didn't receive the invitation email

• Check Spam/Junk folders

• Ask your administrator to resend the invitation

My login link expired

• Request a new invitation link from your administrator.

I forgot my password

• Click Forgot password on the login page.

• Follow the reset instructions sent to your email.

Next Steps After Setup

Once your account is active, you can start using HubSpot to:

• Manage contacts and companies

• Track deals and pipelines

• Send emails and marketing campaigns

• Manage customer support tickets

After pasting:

1. Click Save

2. Then Publish