App Tutorial

Easy Steps to Add Users to HubSpot in 2023

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

Adding a new user to HubSpot involves navigating to account settings, selecting 'Users & Teams', and entering the user's email or importing a CSV file. You can also integrate users from CRM systems like Salesforce. After adding, customize their access levels and permissions according to your subscription.

This process streamlines team expansion and ensures efficient use of HubSpot's tools.

Automate user management and integration tasks in HubSpot with Bardeen to save time and enhance efficiency.

How to Add New User to HubSpot

Adding new users to your HubSpot account is a straightforward process that can be done through the HubSpot settings. This process is essential for businesses looking to expand their team's access to HubSpot's suite of tools for inbound marketing, sales, and customer service.

Automate user management in HubSpot with Bardeen to save time and reduce manual errors. Get started now.

Add User to HubSpot

To add a new user to your HubSpot account, you must have 'Add and edit users permissions' within your HubSpot account. The process involves navigating to your account settings and entering the new user's email address or importing multiple users via a CSV file. Additionally, you can add users through integrations with CRM systems like Salesforce, NetSuite, Microsoft Dynamics 365, Pipedrive, and Zoho.

  • In your HubSpot account, click the settings icon in the top navigation bar.
  • Navigate to 'Users & Teams' in the left sidebar menu.
  • Click 'Create user' in the upper right.
  • Add users by entering their email addresses, importing a CSV file, or via integrations. For email addresses, separate multiple addresses with a comma or space. For CSV imports, ensure the file has an 'Email' column with the user emails. Note that only 100 users can be added per CSV import. For integrations, select the integration and choose the users to import.
  • Click 'Next'.

Integrate HubSpot with Salesforce, LinkedIn, or Slack to enrich and speed up multi-channel outreach.

HubSpot User Management

After adding users, you can customize their access levels and permissions. HubSpot allows you to assign different seats based on the subscription services you have purchased, such as Core, Sales Hub, Service Hub, View-Only, and Partner Seats. Each seat type offers varying levels of access to HubSpot's features. You can also set user permissions from templates, start from scratch, or use seat permissions for a streamlined setup.

  • Choose the seat type for the user if applicable.
  • Select how to set access: 'Use seat permissions', 'Make Super Admin', 'Start with a template', or 'Start from scratch'.
  • Customize the user's permissions by toggling the permissions on and off as needed.
  • Click 'Next'.

Review the user's access and seat assignment, and if everything looks correct, click 'Create user'. You can also customize further by sending an invite link, adding users to teams, setting up with presets, and saving permission sets for future use.

Create HubSpot Account

For new organizations or teams looking to use HubSpot, creating a new HubSpot account is necessary before adding users. You can sign up for a new HubSpot account using your email address, Google login, or Apple ID. Once the account is created, you can begin the process of adding users as described above.

To secure your account, consider setting up two-factor authentication (2FA) or single sign-on (SSO) for Enterprise accounts. It's also advisable to invite your team members and customize account default settings to suit your business needs.

Troubleshoot a Bounced Email Invite

If a new user does not receive their invite email, ask them to check their Junk or SPAM folder. Confirm the email address was entered correctly and is active. If issues persist, contact your IT team to ensure emails from HubSpot are not being blocked and consult HubSpot Support for further assistance.

Automate HubSpot Tasks Easily with Bardeen

Adding new users to your HubSpot account can be done manually through the HubSpot settings, but for those looking to streamline their workflow, automation can provide a seamless alternative. Automating user management in HubSpot can save time, reduce the potential for errors, and ensure your team has immediate access to the tools they need. With Bardeen, you can automate various HubSpot tasks, including creating contacts and tickets directly from your inbox or other platforms.

Here are some examples of automations that Bardeen offers for HubSpot users:

  1. Automatically Create HubSpot Contact from Gmail Email: This playbook automatically adds a contact to HubSpot when you receive an email in Gmail, streamlining lead capture and CRM updates.
  2. Create HubSpot ticket: Enhance customer service by automating the creation of support tickets in HubSpot directly through Bardeen, ensuring efficient management of customer requests.
  3. Sync New GitHub User Email as HubSpot Contact: Link your development team's GitHub activity with your CRM by automatically creating contacts in HubSpot for new GitHub users.

By leveraging these automations, you can ensure that your HubSpot account remains up-to-date and fully integrated with your team's workflow. Start automating by downloading the Bardeen app.

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