Setting up your user, email, & smartphone on HubSpot CRM

It’s easy to set up your user and to get your email and smartphone integrated with your HubSpot CRM.

Your HubSpot CRM will soon be your customized home for managing relationships with all of your contacts. It’s simple to get started. Let’s get you up and running!

1. Credentials: To get started, you’ll need your own credentials. Either you’ll have received an invitation from HubSpot, or you’ll have been sent your username and password.
2. Email integration: Getting your email and CRM working together is simple. Whether a Gmail or Outlook user, install the appropriate tool, follow the prompts, and use your new credentials.
   1. Gmail users: If you log into your company or personal email using Gmail, you should install the Chrome extension.
   2. Outlook users: If you use Outlook to access your email (whether it is hosted by Office 365 or it is on a private server), you should install the Outlook add-in.
3. Smartphone integration: Let’s have your HubSpot CRM at your fingertips even when you’re on the go.
   1. Install HubSpot CRM on your Android or iOS device.
   2. After logging in, you should proceed to Settings, select Calling, and enable all options. (Android users will have both Caller ID and Post call logging as options.)
4. Find contacts to practice: To prepare for our training session, find a couple of contacts – including an English-language business card or two, if possible. We’ll use them to get to know the system better.