How to set up your HubSpot CRM account

Get started with HubSpot CRM by following these detailed instructions to set up your account efficiently. From logging in to customizing your account details.

Go to www.hubspot.com

1. Click "Log in"

You can access the login page at hubspot.com to get started, then click on login.

2. Switch to "app.hubspot.com"

Once you click the login button, it will direct you to this page where you'll open an account

3. Click "Get started free"

you have options on Initiating the account setup process by clicking on any of these boxes.

4. Click "Nice to meet you Joanna!Have you used software to manage or engage with customers before?Your answer will help us to give you the best start.YesNo"

Next, Answer the initial onboarding question regarding previous software usage.

Click 'Nice to meet you Joanna!Have you used software to manage or engage with customers before?Your answer will help us to give you the best start.YesNo'

5. Click "Do you know which problems you want to solve with HubSpot?Your answer will help us to give you the best start.YesNo"

Click either Yes or No to answer appropriately.

6. Click "Technology and Services"

Select the category that best fits your company.

7. Click "Owner"

Indicate your role.

8. Click "What is your company's name?"

Enter your company's name and click next.

9. Click "How many people work at your company?Just me2 to 56 to 1011 to 2526 to 5051 to 200201 to 1,0001,001 to 10,00010,001 or more"

Specify the size of your company.

10. Click "www.companywebsite.com"

Enter your company website URL and click next

11. Click "More about how your data is hosted"

Review additional information about data hosting, then you can finally click on create account.

This guide covers the comprehensive process of setting up your HubSpot CRM account.