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HubSpot for Startups Setup

Your onboarding plan to get started with the HubSpot platform and achieve business growth with speed and scale

1. Welcome to HubSpot for Startups Setup! 

 Welcome (2)

HubSpot for Startups Setup is designed to help businesses get value from HubSpot as quickly as possible. Over the course of the next 30 days, this page will serve as your primary onboarding plan. In the upcoming weeks, you'll also receive resources in your inbox from the HubSpot for Startups Onboarding team.

2. How to get Started


We recommend getting started by reviewing the products in your current subscription and exploring the relevant "Getting Started" guides below. Once you have familiarized yourself with the platform, it's time to dive into technical set-up. We have pulled together a handy checklist of what you need to configure your portal. 

3. Talk to the Experts


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Once you have completed the initial set-up, we recommend booking time with your Startups Onboarding Team to review the tools and resources you’ll need to get started with HubSpot. You can book your first consultation call with us via your welcome email. Of course, you’re always welcome to reach out to us at onboarding@hubspot.com with any questions.

Welcome to HubSpot for Startups from our co-founders Brian Halligan and Dharmesh Shah

Getting Started Guides

Review the guides below to get an understanding of the different features included in your subscription, and how to start setting them up for success.

Marketing Hub

Marketing software to help you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale.

Sales Hub

Time-saving sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals faster.

Service Hub

Customer service software to help you connect with customers, exceed expectations, and turn them into promoters that grow your business.

Complete Technical Setup


Get Your Portal Setup

This handy checklist covers everything you need to set up your portal and account settings. Please review each category and complete all relevant steps.

Get setup

Import Contacts-3

Import Your Data into the HubSpot CRM

Learn how to prepare your data, and follow a step-by-step example that shows you how to import your existing data into HubSpot.

Watch lesson

Resources for Technical Setup

HubSpot Support

Have a question about the tool? Our team will help you find answers. Click the in-app Help button and get the technical support that you need.

HubSpot Knowledge Base

Need a user guide, FAQ, or training document? Head over to our Knowledge Base and get the latest in Marketing, Sales, and Customer Service/Support Training.

Accelerated Setup Webinar

Join a weekly live webinar to complete your technical setup with expert guidance. Our onboarding team will provide tips & tricks for setup and answer any questions.

Integrate HubSpot with your Ecosystem

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With HubSpot's App Marketplace, you have access to popular integrations from top software companies to help you get the most value out of your HubSpot account. 

Resource Library

Explore our library of interactive lessons to get a deeper understanding of specific HubSpot tools to meet your business goals.

Marketing Hub Foundations

Enable Lead Capture Tools

Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external site. If you prefer to use externally created forms, take a look at this article.

*For web or mobile applications, consider using HubSpot's Forms API. 

Learn More

Engage your Contacts with HubSpot Email

Use HubSpot's marketing email tool to engage subscribers, nurture your leads, and delight your customers. The intuitive drag and drop email editor will render a clean and responsive design on any email client and device type. 

Learn More

Understanding Workflows and Marketing Automation

Marketing automation technology can make tasks simpler and easier and help you deliver content to your leads and customers at the right time. In this lesson, you'll learn about the importance of automation and how to get started using workflows, the automation tool in HubSpot.

Learn More

Sales Hub Foundations

Designing your Sales Process in HubSpot

Learn how to define your sales process and turn it into a deal pipeline in HubSpot CRM. This lesson also covers some useful properties and the basics of deal automation.

Learn More

How to Forecast Sales in Six Steps

A good sales forecast is a crucial part of growing your business. This lesson walks through the best practices for creating a reliable sales forecast and how to leverage it.

Learn More

Using Workflows in Your Sales Process

HubSpot's automation tools help your team cut down on administrative work and focus on selling.  

Learn More

Service Hub Foundations

Setting Up Customer Feedback Surveys

Feedback is the breakfast of champions. Use surveys to passively collect customer feedback to improve and grow your business.

Learn More

Creating Your Knowledge Base

A Knowledge Base makes it easy for customers to find the information they need so your team can spend less time answering common questions, and more time helping customers succeed.

Learn More

Setting up Tickets

Create a ticket pipeline to track and report on customer issues. 

Learn More

Webinars and Blog Posts

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Actionable Lead Generation Tips for Startups and Entrepreneurs in 2018

HubSpot for Startups Marketing Director Amanda Sibley, provides tips to help kickstart your lead generation and acquire customers faster.

Watch Now
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16 of the Best Free Apps for Startups to Kickstart Growth

Check out these 16 great HubSpot integrations that will help you accelerate your growth with the HubSpot platform


Read Now
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The Future of Content Strategy: How to Win at SEO

HubSpot SEO and blogging expert Aja Frost does a deep-dive into the topic-cluster editorial model and how startups can apply it to win the right keywords for the right pages.

Watch Now
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Group Demo of HubSpot's CRM, Sales, and Marketing Growth Platform for Startups

Join us for our next group demo: Every Wednesday at: 9 am GMT/ 5 pm SGT /8 pm AEST / OR 11 am PST 2pm EST

Sign Up

Content Kits


Startup Marketing Blueprint

Not sure where to start? We've got a plan for you. Learn how to Build Your Marketing Strategy from the Ground Up.

Download Now

PR and Branding Kit for Startups and Entrepreneurs

Build your brand and get your startup and product noticed with this kit of PR and Branding guides and templates.

Download Now

Sales and Marketing Email Templates for Startups

Sending sales and marketing emails doesn't have to be a burden anymore. Use these email templates to get your sales and marketing emails out the door faster.

Download Now

The Ultimate Inbound Marketing Kit for Startups

Learn what inbound marketing is, and put it to work to grow your business.

Download Now

SEO Kit for Startups and Entrepreneurs

Get found on online search with these actionable SEO guides and templates.

Download now

Email Marketing Kit for Startups and Entrepreneurs

A free kit of templates, guides, and inspiration curated for startups and entrepreneurs looking to kickstart their email marketing strategy.

Download Now

Sales Guides and Templates Kit for Startups and Entrepreneurs

Be ready to hit the ground running in 2019 with free guides and templates including email templates, sales call checklists, prospecting guides, sales forecasting templates, and more.

Download Now