HubSpot Onboarding Quick Start Guide

A one-stop resource designed to empower you with everything needed to get started confidently on HubSpot.

The Quick Start Guide provides a high-level overview of the essential steps needed to launch your HubSpot account effectively. In just a few minutes, you'll learn:

• What to do first: A clear, sequential roadmap covering account setup, tracking implementation, and initial integrations.

• Why each step matters: Insight into how these fundamental tasks set the stage for successful lead capture, better analytics, and smoother communication.

• Where to find help: Direct links to comprehensive articles, video tutorials, and additional resources for deeper understanding.

This guide is ideal for those who need a concise checklist to kickstart their HubSpot journey without getting bogged down in technical details.

Simple Onboarding Checklist

1. Set up your account

2. Invite your team

• • Add your team members to your account and enable permissions that match their roles. Do it here: https://app.hubspot.com/l/settings/users

  • Read more about the different user roles and permissions.

3. Confirm time zone and input company information

• • The default time zone for your HubSpot account is US/Eastern, but you can change that to more accurately reflect your location. Do it here: https://app.hubspot.com/l/settings/account-defaults/general

  • Read more about it here.

4. Add an email sending domain

• • Make it perfectly clear to your email recipients that every email you send came directly from you. Do it here: https://app.hubspot.com/l/content/domains

  • Read more about how to set it up here.

5. Define your physical address and email types

• • Configure the sender information that will appear at the bottom of all the emails you send. Current anti-spam laws require every email include a physical mailing address. You will also need to set your email types for unsubscribe options. Do it here: https://app.hubspot.com/l/content/settings/email

  • Read more about how to set your physical address here.

  • Read more about how to set up email types here.

6. Upload your logo and favicon

• • Designate a logo for use across all of your email, site page, and landing page templates. Do it here: https://app.hubspot.com/l/settings/account-defaults/branding/brand-kit

  • Read more about how to upload your logo and favicon here.

7. Add tracking code to your website

• • If you're not hosting your entire website on HubSpot, or have pages of your website that are not hosted on HubSpot, you'll need to install the HubSpot tracking code on your non-HubSpot pages in order to capture those analytics.

    Track your traffic and leads by adding a simple snippet of code to your site. Do it here: https://app.hubspot.com/l/reports/settings/tracking/

  • Read more about adding a tracking code to your website here.

8. Filter out internal IP addresses

• • Make your activity invisible so your own visits to your site aren't counted in your reports. Do it here: https://app.hubspot.com/l/settings/analytics-and-tracking/domains

    Note: You can Google "what's my ip" to find out the IP of your current device on the current network.

  • Read more about what data will be filtered out here.

9. Replace your existing forms with HubSpot forms

• • Replace your current website forms with HubSpot forms to capture contacts and fully track them. You can embed forms on your external site or use the forms API. Do it here: https://app.hubspot.com/l/forms/

  • Read more about using HubSpot forms on your external site.

10. Find potential integrations

• • Find the right integration for you or your customer based on specific needs.

  • You can also browse all HubSpot native and connect partner integration on the HubSpot Integrations Library.