HubSpot Setup
Grant access to your HubSpot account for CRM and marketing automation
What you'll need
Admin access to your HubSpot account. This process takes about 3 minutes and allows us to build automated workflows, manage contacts, and create marketing emails on your behalf.
Go to your HubSpot Settings
Log into your HubSpot account and click the Settings gear icon in the top navigation bar.
Click the gear icon in the top right
Navigate to Users & Teams
In the left sidebar, click Users & Teams under the Account Setup section.
Click "Create user"
Click the orange Create user button in the top right corner.
Enter EMB Automation email
Enter the following email address:
Click to copy
Select permissions
Choose the appropriate permission set based on what we're helping with:
- Super Admin - Full access (recommended for comprehensive automation)
- Marketing - For email campaigns and marketing automation only
- Sales - For CRM and deal pipeline automation only
Send the invite
Click Next and then Send invite. I'll receive an email and accept the invitation.
🎉 That's it!
Once you've sent the invite, let me know and I'll accept it right away. We can then start building your automations.
What we can automate with HubSpot
- Automated email sequences based on contact behavior
- Lead scoring and qualification workflows
- CRM data sync with other platforms (Shopify, QuickBooks, etc.)
- Automated deal stage updates and notifications
- Custom reporting and dashboards
- Form submission workflows and lead routing