Get Set Up
Connect your UBH Gmail, Google Calendar, the HubSpot Chrome extension and the mobile app so HubSpot records your work automatically. Work down the checklist in order.
First: sign in to HubSpot
These steps are hands-on. Open the real HubSpot portal in a new tab, sign in with yourUBH account, and keep it open while you work through the checklist below.
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Connect your UBH Gmail account
Connecting your individual UBH work email allows you to send one-to-one emails from HubSpot and log eligible replies against CRM records.
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Install the HubSpot Sales Chrome extension
The extension brings HubSpot tools into Gmail in Google Chrome and allows you to log emails to CRM records.
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Connect your Google Calendar
Connecting your calendar lets HubSpot check your availability for meeting bookings and add meetings created through HubSpot to your calendar.
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Confirm your email signature
Every email you send from HubSpot represents UBH. A consistent signature with your name, title, phone number and community information builds trust and gives prospects an easy way to reach you.
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Review your personal profile and notifications
Your profile is how teammates and prospects identify you, and your notification settings decide how quickly you hear about a new contact. Getting both right means nothing falls through the cracks.
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Install the HubSpot mobile app
Sales happens away from your desk. The HubSpot mobile app lets you respond to new contacts, log calls, check your tasks and update deals from your phone so nothing waits until you are back at the office.