HubSpot – Account and Setup

Account Settings #

• Log in to Hubspot
• User Permissions
• Get Started with the CRM
• Add and remove users

Connected Email #

• Connect your personal email
• Install HubSpot Sales for Gmail, Office 365 or Outlook
• Understand email open and click tracking
• Add an email alias

GDPR (the legal stuff) #

• Turn on GDPR
• GDPR Resources

Getting Started #

• Frequently asked questions
• Install the mobile app

Integrations #

• Use Calendar sync
• Integrate with Zoom

HubSpot Tracking Code #

• Install the tracking code
• Use the WordPress plugin
• Track prospects
• Track visitors