HubSpot CRM Setup Guide 2026: The First 10 Things You MUST Do!

Описание: Just got access to HubSpot? STOP! Don't start building until you've watched this video.

Welcome to a special episode of our HubSpot for Beginners series! After 11 years of helping businesses master their CRM, we've seen the same early setup mistakes cause massive data disasters down the track. In this 2026 guide, we are walking you through the foundational "God Mode" setup to ensure your HubSpot portal is built for success from day one.

Whether you're on a brand-new free account or you've been using HubSpot for a decade and need a refresher, blocking out half a day to configure these 10 areas will skyrocket your ROI and keep your data clean.

👇 Need help configuring your portal?
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QUICK VIEW GUIDE:
[00:00:04]: Stop! Do these 10 things first
[00:01:09]: Today’s 10 setup essentials overview
[00:02:13]: Set up brand identity in HubSpot
[00:03:16]: Add brand data sources and company profile
[00:04:21]: Configure account defaults and data hosting
[00:05:40]: Add users and understand seats
[00:06:56]: Assign permissions and use templates
[00:08:05]: Build teams and permission sets
[00:09:06]: Governance: avoid making everyone super admin
[00:10:17]: Properties: the foundation of your data
[00:11:30]: Records and associations explained
[00:12:42]: Property types and creating custom fields
[00:13:55]: Example: drop downs, groups, and governance
[00:15:02]: Email setup and compliance basics
[00:15:54]: Subscriptions, tracking, and send frequency
[00:17:04]: Connect domains and set DNS for email
[00:18:06]: Deal pipelines overview
[00:19:32]: Stage probabilities and best practices
[00:20:40]: Lead scoring basics
[00:21:53]: Scoring models, thresholds, and alerts
[00:23:03]: Forms: your CRM front door
[00:24:11]: Embedding forms and cookie tracking
[00:25:24]: Landing pages: when and why
[00:26:29]: Editing pages and branding carryover
[00:27:45]: Templates, customisation, and use cases
[00:29:11]: Workflows overview
[00:30:30]: Example workflow with branches and delays
[00:31:38]: Breeze AI help and plan notes
[00:32:43]: Reporting dashboards: start with presets
[00:33:49]: Integrations and the app marketplace
[00:35:06]: Final tips and next steps

🔑 Key Takeaways for HubSpot Beginners
To get the most out of your CRM in 2026, make sure you:
Govern Your Users: Limit administrative access. Making everyone a "Super Admin" is the quickest way to ruin your data integrity.
Feed the AI: Fill out your Brand Identity settings completely so HubSpot's native AI generates better, more human content from the get-go.
Own Your Data Entry: Replace third-party website forms with native HubSpot forms to ensure flawless cookie tracking and automation triggers.
Map Before You Build: Grab a whiteboard and map out your workflow automations (like a marble falling through a maze) before clicking around in the tool.


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💬 Have a question about your specific setup? Drop it in the comments below, we reply to as many as possible! Happy HubSpotting!

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