HubSpot First-Time Setup Guide

1. Log In & Confirm Your Profile

• Open the “Welcome to HubSpot” email
  
• Click Join your team on HubSpot
• Click Continue with Email

• Type your First and Last name.
  
  
• Create your password and then select Create account

• Let’s secure your account – Click Next

• How would you like to secure your account? Click on SMS to enter a one-time code sent via text message.

• Download the PDF of the backup codes for your two-factor authentication and then click Next.

• There is no need to add a secondary security method, click Continue to HubSpot.

• Select the CRM platform based on your role.

Nicely done! You have successfully setup your HubSpot Account You can skip the recommended setup steps on the screen - everything you need has already been completed.

2. Connect Your Email

Gmail users:

• In HubSpot, in the top toolbar, Go to Settings   → Under Your Preferences, click General and then select the Email tab

• Select Connect personal email to set up your IMS Email account

• *REVISED*
  • Checkmark the Turn on inbox automation.
    • If you have already connected your GMail, then go to:
      • Settings
      • User Preferences
      • Email Tab
      • Select the Inbox Automation slider to On.
  • Do not follow this: DO NOT CHECK the Turn on inbox automation. Just click “Connect your inbox.

• Type in your Integrated Medical Systems email address and click Next.

• Click Connect to Gmail

• Click Continue

• Choose your Integrated Medical Systems email address to connect your Gmail account.

• Select All, and then Continue. Your Gmail should be connected to your HubSpot Account.

3. Install the HubSpot Chrome Extension

• In HubSpot Go to Settings → General → Email → Email Extensions
  • https://app.hubspot.com/

• Click Install Chrome Extension
• Select Add to Chrome

• When you are in your Gmail, it will most likely inform you of any GDPR updates Go ahead and say Ok, got it
• Then Turn on the HubSpot Sales extension