• Salesforce

    Getting Started With HubSpot

    This was written as a template for onboarding new sellers using HubSpot and getting it connected to Office 365. You will get an invitation to join HubSpot as part of your onboarding at <INSERTCOMPANYNAME>. Follow that link to setup your HubSpot account. Once configured, we’ll want to link your account to your email – so we can see communications with customers via your Office 365 account in HubSpot. To do so, log into HubSpot and click on the <INSERTCOMPANYNAME> icon in the upper right corner of the screen and then select Profile & Preferences. In the left-hand sidebar of the Settings screen, first click on Integrations and second, click on…