Here's how to add us to your HubSpot account to kick off your engagement
In order for us to manage your HubSpot operations, we'll need access to your HubSpot account. Depending on the scope of work of your contract, we may need access to:
- Marketing Hub
- Service Hub
- Sales Hub
- Admin Access
In some cases, we may ask you for Super Admin privileges. We will let you know why we need those privileges if they're required.
We will work with you to ensure that you've provided access to all of the areas of the system needed for our project.
To add 2175 Group as a user:
- Click on the Settings icon at the top right of your HubSpot portal
- Select Users and teams
- Click the Create user button
- Add mike@2175group.com
- Ensure you've provided access to all the relevant Hubs and admin settings (if needed)
Once that's done, we're all set to login to and manage your HubSpot portal!
Please note: If you're using HubSpot Paid User features like Sequences, don't worry about assigning us a paid user license. We'll reach out to HubSpot to have them turn on the paid features for us as an agency so that way you can distribute your paid licenses to your team.