{"id":38461,"date":"2024-07-14T21:41:52","date_gmt":"2024-07-14T21:41:52","guid":{"rendered":"\/en\/?p=38461"},"modified":"2024-07-26T04:34:07","modified_gmt":"2024-07-26T04:34:07","slug":"onboarding-on-hubspot-crm","status":"publish","type":"post","link":"\/en\/onboarding-on-hubspot-crm\/","title":{"rendered":"Onboarding on HubSpot CRM"},"content":{"rendered":"\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/29tt9m8wzsn6b0agow9lo\/2.png?rlkey=l0nyjds9joz6imgcdgl6fqdoy&amp;st=i0m5oqpx&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Visit www.hubspot.com<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/tn6vbek65vwtgn9bervcq\/3.png?rlkey=28orcul1l54mcpi9madkjak6a&amp;st=deet97pb&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Get PCRM<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-3 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/l328pkrhpvqes43osk42r\/4.png?rlkey=sjmtkvpucwsg3fpkb9lfhfqxe&amp;st=si7u9tnz&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Enter your email address<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-4 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/z80a40op7d8iobx2goqbj\/5.png?rlkey=tkyphwgdfwwcazberezm5i6lf&amp;st=grxem96q&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Verify Email<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-5 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/rvnrfwlbsr9job73s97wd\/6.png?rlkey=ums56g63m5rwvjndkev0u6fk1&amp;st=c3m1byks&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Enter your verification code<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-6 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/93w9nr5bu0r7avvlpm7ch\/7.png?rlkey=0ofivohyedk520m1aaoz8xu05&amp;st=fh2irdv8&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Enter the code and click Next<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-7 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/9ow6977c4u5m3i0peyzoe\/8.png?rlkey=ad2s46i92syaiufed0t9nth37&amp;st=k13g2xx9&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Create your new password<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-8 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/36fnbrhcgd7n7da704bgh\/9.png?rlkey=s6ifhh4vy70c230lly2uebncu&amp;st=9finchbq&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Next<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-9 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/5iijusgncsox3p2vth9gs\/10.png?rlkey=ha4il63ynnwn4qvcda65bt9ed&amp;st=g5vqk334&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Enter your name<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-10 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/ot64z81akz0a73ovpkdgx\/11.png?rlkey=iv5gm2axw9wlomy0cfkn8axoj&amp;st=pf6f2ume&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Next<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-11 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/z8m1oqsw3kr98e0otdbfi\/12.png?rlkey=gmfquvpprxnltd242k5qetbum&amp;st=21mztp5t&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Select your option<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-12 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/biiey9aq96u828cobdzup\/13.png?rlkey=0y3phmzjlyxjxxu5vheiwl7nr&amp;st=fqntyzlw&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Select your industry<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-13 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/0k5azpsz3kkdrs27uzur1\/14.png?rlkey=pslqmswdo24eys5ubnpsa12rs&amp;st=i6e04h01&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Select your role<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-14 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/kqoqu2ogp7c6hb3k6tcoi\/15.png?rlkey=vivmr5x8jw2pk8m4lzyfaqmxf&amp;st=uykdkvy7&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Enter your company name<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-15 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/tencl5qxegstkdxtlf2ld\/16.png?rlkey=w6ey188xt6ws9mlklgg3g55a3&amp;st=3qfts3kt&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Next<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-16 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/z86kvc7zrkenay2sx2ceq\/17.png?rlkey=ds16cln8ibkp5hacpepe4f5k2&amp;st=tk50lul9&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Select your option<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-17 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/2bwh3rl1qnrjiglylh7tw\/18.png?rlkey=u68q69vnqtkqxz1xate6qrvht&amp;st=3gw8hloe&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Enter the company URL<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-18 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/6yktqkbqbgyi7dv6aalgd\/19.png?rlkey=252say71ut25feycx8mzms2gh&amp;st=avx2jh87&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Next<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-19 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/6ka8e8i09ur3qvdg6f1ji\/20.png?rlkey=4d818bmqgu2m82i04cekpnykx&amp;st=f8cgj4cf&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Select your option<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-20 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/kw1kqfbky38yizkb9rf0p\/21.png?rlkey=kc6u1lpdiu4cgcuacz168uf7y&amp;st=ns19ezd1&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Create Account<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-21 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/v9wvu9vy0o0klq88n8uqn\/22.png?rlkey=fk84f7t1uyg7lsyhqync8h32l&amp;st=9840w81b&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Account will get ready<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-22 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/q9h1r9vhqpbds2y596lw6\/23.png?rlkey=dz57qo0r8w5nxcl3dh5ad00fu&amp;st=od5m56om&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Setup Manually Instead<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-23 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/tn4hguzn710t9gwu3jbu7\/24.png?rlkey=gqbrvifkcz2ofkb64ii7vn61k&amp;st=yui3cepf&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Click on Continue<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-24 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.dropbox.com\/scl\/fi\/m9zqyfyyd9718wxmsivxw\/25.png?rlkey=2q43ynsoxk6qxpldamn71fs8g&amp;st=s78uzi6s&amp;raw=1\" alt=\"\"\/><figcaption class=\"wp-element-caption\">And that&#8217;s it!<\/figcaption><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to onboard with HubSpot CRM and set up your account seamlessly. Get started with essential steps for a smooth onboarding experience.<\/p>\n","protected":false},"author":1,"featured_media":39108,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[1885,109,645,2116,710,2121,47,2333,42,2117,1950],"class_list":["post-38461","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-userflows","tag-ai-sales-assistant","tag-analytics","tag-artificial-intelligence","tag-call-tracking","tag-communication","tag-conversation-intelligence-software","tag-desktop","tag-hubspot-crm","tag-onboarding","tag-outbound-call-tracking-software","tag-sales-analytics-software","entry"],"_links":{"self":[{"href":"\/en\/wp-json\/wp\/v2\/posts\/38461"}],"collection":[{"href":"\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"\/en\/wp-json\/wp\/v2\/comments?post=38461"}],"version-history":[{"count":4,"href":"\/en\/wp-json\/wp\/v2\/posts\/38461\/revisions"}],"predecessor-version":[{"id":39111,"href":"\/en\/wp-json\/wp\/v2\/posts\/38461\/revisions\/39111"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/en\/wp-json\/wp\/v2\/media\/39108"}],"wp:attachment":[{"href":"\/en\/wp-json\/wp\/v2\/media?parent=38461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/en\/wp-json\/wp\/v2\/categories?post=38461"},{"taxonomy":"post_tag","embeddable":true,"href":"\/en\/wp-json\/wp\/v2\/tags?post=38461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}