Getting started
      Back to home
      1. Knowledge Base
      2. Getting started

      How to do a basic Hubspot Setup?

      In this article you'll find a quick guideline on how to setup Hubspot so you can be sure that all the basic setup is completed.

      HubSpot is a powerful tool for managing your marketing, sales, and customer service efforts. Setting it up correctly from the beginning ensures that you can leverage its full potential. Follow this guide for a comprehensive basic setup.

      1. Sign Up for HubSpot

      Step-by-Step:

      1. Visit HubSpot's Website: Go to HubSpot.
      2. Choose Your Plan: HubSpot offers free and paid plans. Select the one that best fits your needs.
      3. Sign Up: Fill in the required information, such as your name, email, and company details.
      4. Verify Your Email: Check your inbox for a verification email from HubSpot and follow the instructions to verify your account.

      2. Configure Account Settings

      Step-by-Step:

      1. Log In: Use your credentials to log into your HubSpot account.
      2. Access Settings: Click on your profile picture in the top right corner and select "Settings".
      3. Company Information: Fill in your company’s details, such as name, address, and industry.
      4. Time Zone and Currency: Set your preferred time zone and currency to ensure accuracy in reporting and scheduling.

      3. Integrate Email

      Step-by-Step:

      1. Navigate to Settings: Click on your profile picture and select "Settings".
      2. Email Integrations: Under "Settings", find "Email Integrations" and select your email provider.
      3. Follow Prompts: HubSpot will guide you through connecting your email account.
      4. Email Configuration: Ensure your email signature is set up, and configure any necessary tracking and logging options.

      4. Import Contacts

      Step-by-Step:

      1. Access Contacts: Click on "Contacts" in the main navigation menu.
      2. Import: Select "Import" and choose the file format for your contacts (CSV, Excel, etc.).
      3. Upload File: Follow the prompts to upload your file and map the columns to the appropriate fields in HubSpot.
      4. Review and Finish: Review the data to ensure accuracy and complete the import process.

      5. Set Up CRM Properties

      Step-by-Step:

      1. Navigate to Settings: Click on your profile picture and select "Settings".
      2. CRM: Under "Data Management", click on "Properties".
      3. Create Custom Properties: If needed, create custom properties to capture specific data relevant to your business.
      4. Organize Properties: Arrange properties in a logical order to streamline data entry and access.

      6. Configure Sales Pipeline

      Step-by-Step:

      1. Access Sales Tools: Click on "Sales" in the main navigation menu, then select "Deals".
      2. Pipeline Management: Click on "Pipeline" in the top right corner.
      3. Add Stages: Define the stages of your sales process, such as “Prospect”, “Qualified Lead”, “Proposal Sent”, etc.
      4. Set Criteria: For each stage, set the criteria that must be met to move a deal to the next stage.

      7. Customize Dashboards and Reports

      Step-by-Step:

      1. Navigate to Reports: Click on "Reports" in the main navigation menu.
      2. Create Dashboard: Select "Create Dashboard" and choose a template or start from scratch.
      3. Add Reports: Add various reports to your dashboard to monitor key metrics.
      4. Customize: Tailor each report to display the data most relevant to your business goals.

      8. Automate Workflows

      Step-by-Step:

      1. Access Automation: Click on "Automation" in the main navigation menu, then select "Workflows".
      2. Create Workflow: Click on "Create workflow" and choose a template or build from scratch.
      3. Define Triggers: Set the triggers that will start the workflow, such as form submissions or contact property changes.
      4. Set Actions: Define the actions that the workflow should perform, such as sending emails, updating properties, or creating tasks.

      9. Set Up Live Chat

      Step-by-Step:

      1. Navigate to Conversations: Click on "Conversations" in the main navigation menu, then select "Chatflows".
      2. Create Chatflow: Click on "Create chatflow" and choose your chat type (live chat, bot, etc.).
      3. Customize: Customize the chat widget, set availability, and define the chat flow.
      4. Install Code: Follow HubSpot’s instructions to install the chat code on your website.

      10. Train Your Team

      Step-by-Step:

      1. Access Learning Resources: Utilize HubSpot Academy for free training resources.
      2. Create Training Plan: Develop a training plan tailored to your team’s roles.
      3. Conduct Sessions: Hold training sessions to ensure everyone understands how to use HubSpot effectively.
      4. Provide Ongoing Support: Offer continuous support and refresher courses to keep your team updated on new features and best practices.

      Conclusion

      Setting up HubSpot correctly from the start is crucial for maximizing its effectiveness. By following these steps, you'll ensure that your account is properly configured, your data is organized, and your team is prepared to use HubSpot to its full potential. Happy HubSpotting!