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HubSpot settings: Your clear guide for 2024

A complete guide to answer all of your questions on how to set up your HubSpot Settings. Welcome to our guide on your HubSpot settings navigation. If you’re new to HubSpot and not sure how or where to start, don’t worry. This guide, along with our complementary videos, will help you through each step to...

Last updated: 26 Feb 2024 - 8 mins read

Lilli Digital Marketing Intern

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CONTENTS

A complete guide to answer all of your questions on how to set up your HubSpot Settings.

Welcome to our guide on your HubSpot settings navigation. If you’re new to HubSpot and not sure how or where to start, don’t worry. This guide, along with our complementary videos, will help you through each step to make sure you leverage the platform's full potential.

Introduction to HubSpot

HubSpot is an inbound marketing, sales, and service software that helps businesses grow by driving traffic, taking care of leads, and pleasing customers. As an official HubSpot gold partner, we are here to help you with any and all of your needs in the HubSpot settings. Before diving into the specifics we must correctly set up your HubSpot account. The right configuration ensures you can manage your team, campaigns, and customer interactions as intended.

Getting started with HubSpot settings

Sign in to your HubSpot account: Start by logging into your account. If you're new, you'll be prompted to create one. When making an account, there are 5 different packages to choose from

Pricing Packages: 

There are a lot of different pricing options available for HubSpot. The first choice is choosing the product you want. This can be marketing, sales, service, CMS, operations, Commerce, or a CRM Suite, or you can create your own bundle tailored to your company’s needs.

The first one is “Free Tools”, which, just as it sounds, is a package that allows you to use some basic features for free. 

Then there is the “Starter” package offering automation, goals, e-signatures, and more software essentials. The pricing differs per product, and this is with every package. To write this all out per package would become too long, so we would like to refer you to HubSpot’s pricing page, where you can easily find all the prices you’re looking for.

After that is the third package, the “Professional” package, which is for companies that intend to scale up their processes with omni-channel marketing automation, teams, custom reporting, and more.

Lastly is the “Enterprise” package. This is HubSpot’s most powerful software package allowing you to work with multi-touch revenue attribution, custom objects, custom events, and more.

Make sure you think about the needs of you and your team before selecting or constructing your bundle with the help of our and many more blog posts on HubSpot’s many features.

Navigate to the settings icon: Located in the main navigation bar, this icon is your gateway to customising your HubSpot experience. Including CRM integration, teams, pipelines, and more.

User settings and permissions

User management: Under Settings > Users & Teams, you can add new users and choose their roles and permissions. This is to make sure the right team members have access to the appropriate tools and data.

Super Admin: There are a few roles that can’t be changed one of these is the Super Admin. A role that gives the user access to all account tools except for the paid Sales Hub or Service Hub features. This requires a paid seat. And as was already mentioned Super admin permissions are not modifiable. To read more about the Super admin and other roles and permissions, look at the HubSpot blog post here.

Permission sets: You can set permissions for different users and roles. If a set of permissions is linked to a role, it’s possible to give someone this role and they will receive all of the permissions that have been set to that role to make it easier to manage the roles of all the team members. Have a look at the following page for more details.

Email configuration: In Settings > General > Email, set up your email sending domains and integrate your email for seamless communication with leads and customers.

Integrations with CRM

Connect your tools to Hubspot’s CRM: If you're using multiple external tools, integrate them with HubSpot under Settings > Integrations. This synchronises your CRM data coming from multiple sources into your HubSpot CRM database, providing a view of all of your customer interactions. A good example of this is integrating your phone, outlook, and calendar. All of the calls, emails, and meetings with contacts can then be tracked in HubSpot and will be added to their contact profile. It will then be easy to find this information later in a complete overview without having to search for it in your call history, email history, and calendar for each individual contact.

https://www.youtube.com/watch?v=v-647X7z-2k

Setting up teams in HubSpot

Creating teams: Navigate to Settings > Users & Teams > Teams. Click "Create team" and enter your team's name. This makes it easier for team management and reporting.

Assigning users to teams: After creating your teams, you can assign users to them by editing their user details. This helps in assigning tasks and tracking performance on a team basis.

Customising your pipeline

Sales pipeline setup: Go to Settings > Sales > Deals. Here, you can customise your deal stages to match your sales process. These stages are fully customisable. For example, you name stage 1 “Contact”, stage 3 “Uncovered Issues & presented solutions”, and stage 5 “Deal closed”. Besides customising the names of the stages it’s also possible to change their probability of leading to a successful deal. The deal pipeline gives you a very clear overview of what stages your deals are at and how much each is worth, making it easier to track progress across multiple deals.

Service pipeline configuration: Similar to sales, you can set up your service pipeline under Settings > Service > Tickets to manage customer support easily. In this case, you have the option to look at all the customer interactions and stages that they are currently on instead of deals. This helps you see what customers are waiting for your response and what customers you are still waiting on for a reply.

Marketing settings

Email marketing setup: Under Settings > Marketing > Email, configure your global email settings, including design and standard content preferences, such as a footer, to ensure your marketing communications are on brand. 

Email flows: It’s possible to have your emails sent to certain groups of people based on pre-determined filter criteria. For example, leads that interact with a specific CTA, the lead has submitted a contact form on our website, or the lead is subscribed to our newsletter.

Regular, Automated, or Blog/RSS: Emails can be designed to be one of the 3 options. In regular emails, you manually input who the emails will be sent to. In Automated emails, you can select what groups of people receive the email but you can still manually design it to fit your needs. Blog/RSS is for notifying your email subscribers that you posted new content or released a new blog.

Content strategy tool: Use the content strategy tool under Settings > Marketing > Planning and Strategy to make your content relevant to your pillar pages. A pillar page is a large post that goes very in-depth on a certain topic. Creating more content around this pillar page then allows you to earn more visibility through backlinking between the pages and having more content for your readers to absorb, positively affecting your SEO because you’re showing your audience what matters most to them.

Data management and privacy

Data management: In Settings > Data Management, you can configure data settings, including contact deduplication and data cleanup, to maintain a high-quality database.

Privacy settings: It's essential to comply with data protection regulations. Under Settings > Privacy and Consent, configure your cookie tracking and consent management to respect visitor’s privacy.

Advanced features

flow automation: Automate repetitive tasks by setting up workflows under Settings > Automation > Workflows. This increases efficiency and ensures no lead is left behind. Workflows: Workflows are made to automate various marketing and or sales actions based on specific filter criteria. For example, contact-based criteria, company-based criteria, deal data-based criteria, etc. The video below hopefully helps to give a more clear idea.

https://www.youtube.com/watch?v=SSmZjatPE_M

Custom reporting: HubSpot allows you to create custom reports under Settings > Reports > Reports. You can tag filters to your data reports to get a clear and tailored report to get insights into your marketing, sales, and service performance. For a guide as to how to do this watch the video below.

To sum up

Setting up your HubSpot account correctly is crucial for maximising the platform's benefits. This starts with choosing the right package for you and your company's needs. Then, manage your team's permissions and set them up appropriately. After that, you want to connect your other tools to help your CRM tool be as effective as possible.

Then, you can choose to customise your sales- and service pipelines to create a clear overview of your data for you and your other colleagues. Then, you want to make your page as SEO-friendly as possible by setting up marketing automation, email flows, and content strategy tools. Also, configure your data management and privacy to be safe. And lastly, create your workflow automation and customise your reports to have a tailored data set with everything you and your team need. With this guide, we are confident that you'll be capable of tailoring HubSpot to your business's needs.

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