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HubSpot – Account and Setup

Table of Contents
  • Account Settings
  • Connected Email
  • GDPR (the legal stuff)
  • Getting Started
  • Integrations
  • HubSpot Tracking Code

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

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Updated on 12 January 2021
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Table of Contents
  • Account Settings
  • Connected Email
  • GDPR (the legal stuff)
  • Getting Started
  • Integrations
  • HubSpot Tracking Code
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