The Bee Suite

Getting Started with HubSpot

Essential setup steps for new sales team members

What You'll Learn

This guide will walk you through the essential HubSpot setup steps to get you up and running quickly. By the end, you'll be able to manage contacts, send tracked emails, make calls, and use HubSpot's powerful sales tools.

Connect your email inbox (Gmail or Outlook)
Set up phone calling integration
Install the HubSpot Chrome extension
Create filtered views to organize leads
Build email sequences for follow-ups
1Get Your HubSpot Account Access

Your admin (Katie) will send you an invitation email to join The Bee Suite HubSpot account. Check your inbox for an email from HubSpot with the subject "You've been invited to join [Account Name] on HubSpot".

What to do:

  1. Click the "Accept invitation" button in the email
  2. Create your HubSpot password
  3. Complete your profile information
  4. Bookmark the HubSpot login page: app.hubspot.com
2Navigate the HubSpot Dashboard

Once logged in, familiarize yourself with the main navigation areas:

CRM → Contacts

View all leads from BOSS assessments, filter by lead tier, archetype, and timeline

Sales → Sequences

Automated email follow-up sequences for different lead tiers

CRM → Message Templates

Pre-written email templates for quick personalization

Settings → Properties

View custom BOSS Assessment properties (lead score, archetype, timeline, etc.)

3Complete Your Setup

Now that you have access, complete these essential setup steps in order:

Additional Resources
HubSpot Academy: Introduction to IntegrationsHubSpot Knowledge Base: Getting Started