📚 HubSpot Account & Setup Knowledge Base Index
This document lists all official English-language HubSpot Knowledge Base articles regarding Account & Setup. It serves as a lightweight semantic map for our local search and Vertex AI RAG indexes. All step-by-step click streams remain upstream on HubSpot’s live server.
📋 Reference Manuals
- A guide to hubspots navigation
- Account security and passwords
- Account suspension faq
- Add a billing admin to your account
- Add adobe express designs to your hubspot content
- Add an email alias
- Add an email signature in the crm
- Add and edit your account currencies
- Add canva designs to your hubspot content
- Add emails and domains to the never log list
- Add hubspot users
- Add videos from descript to hubspot
- An error occurred attempting to install hubspot sales in outlook
- Analyze and tag your files with ai
- Archive delete restore files
- Assets eligible to be deployed to production
- Associate assets with brands
- Automate your processes
- Automated account recovery frequently asked questions
- Automatic exchange rate updates
- Automatic image resizing on hubspot content
- Automatically deactivate inactive users
- Automatically populate contact properties with hubspot ai
- Bahamas vat frequently asked questions
- Barbados value added tax faq
- Billing and payment faqs
- Block self open notifications with the hubspot sales outlook add in or chrome extension
- Browsers supported by hubspot
- Build your website
- Bulk update user email domains
- Bulk upload images to the files tool
- Canadian indirect taxes faq
- Change the company name on your invoice and receipt
- Change your language and region settings
- Chile value added tax faq
- Choose an inbox connection
- Collect a har file for troubleshooting
- Collect payments with revenue tools
- Colombian electronic invoicing faq
- Combine multiple videos clips
- Complete practical exercises in your certification course
- Configure allowed 2fa methods for users
- Connect inboxes hosted by office 365 gcc high
- Connect your inbox to hubspot
- Connected inbox automation
- Connected inbox error this email couldnt be sent
- Contact hubspot about an account
- Copy and update the url of files uploaded to the file manager
- Copy assets to another hubspot account
- Create and manage teams
- Create multi account reports
- Create multi account workflows
- Create notification profiles
- Create permission sets
- Customize your hubspot sales chrome extension default configuration options
- Customize your hubspot sales office 365 add in
- Customize your hubspot sales outlook desktop add in
- Delete your hubspot user
- Deploy sandbox changes to production
- Disconnect your inbox from hubspot
- Downgrade a paid subscription
- Edit the font in your crm emails
- Edit your logo favicon and brand colors
- Edit your video files
- Egypt vat frequently asked questions
- Embed hubspot hosted videos on your external site
- Enable notifications from the hubspot mobile app
- Export users
- Export your content and data
- File upload error
- Find your email server imap and smtp information
- Frequently asked questions
- Generate images using ai
- Generate sales
- Generate sales emails in the hubspot sales office 365 add in using ai assistant
- Generate your brand identity context with ai
- Get help with hubspot
- Get started with account based marketing in hubspot
- Get started with the hubspot sales chrome extension
- Get started with the hubspot sales office 365 add in
- Get started with the outlook desktop add in
- How can i change the language of my certification course
- How can i pay my invoice with my credit card
- How can i update my company and billing info
- How can i use stock images in my content with the shutterstock integration
- How can i view and download my certification
- How do i cancel my hubspot account
- How do i change the email address of a user
- How do i create a tracking url
- How do i upgrade my hubspot account
- How does hubspot track visitors
- How long does my certification badge last
- How to install hubspot sales
- How to install the hubspot mobile application
- How to set up user notifications in hubspot
- Hubspot academy certification frequently asked questions
- Hubspot academy playlists
- Hubspot cloud infrastructure and data hosting frequently asked questions
- Hubspot crm email integration faq
- Hubspot glossary
- Hubspot language offerings
- Hubspot machine learning data
- Hubspot sales not appearing in outlook inbox
- Hubspot sales outlook error the value of the property type cannot be parsed
- Hubspot sales prompts login every time outlook on desktop is opened
- Hubspot user permissions guide
- Import historical email data
- India electronic invoicing frequently asked questions
- India gst frequently asked questions
- Kenya value added tax faq
- Ksa tax frequently asked questions
- Latam withholding tax rates by country
- Limit access to logged emails in the crm
- Limit access to your hubspot assets
- Limit logins to trusted ip addresses
- Log email in your crm with the bcc or forwarding address
- Log email replies in the crm
- Log in as another hubspot user
- Log in to hubspot
- Log out of hubspot
- Log your sent emails to the crm
- Malaysia digital service tax frequently asked questions
- Manage billing changes in the renewal center
- Manage billing for seats
- Manage contact email logging rules
- Manage multiple hubspot accounts
- Manage onboarding to do lists with checklists
- Manage seats
- Manage seats in your hubspot account
- Manage user login sessions
- Manage user permissions
- Manage user preferences with user groups
- Manage user properties and preferences
- Manage user working hours for inbox and help desk
- Manage video files
- Manage your account security using hubspost security health
- Manage your ai settings
- Manage your brands with hubspot brands
- Manage your crm database
- Manage your hubspot sales extension settings
- Manage your hubspot subscription
- Manage your meetings in google calendar with the hubspot sales chrome extension
- Manage your videos
- Market your business
- Marketplace customers frequently asked questions
- Marketplace providers frequently asked questions
- Marketplace refund guidelines
- Migrate your account data to another regional data center
- Migrate your account data to another regional data center faq
- Mirror data between hubspot accounts
- Nigeria vat frequently asked questions
- Opt your hubspot account into a public beta feature
- Organize edit and delete files
- Organize your files with folders
- Outlook crashing with hubspot sales installed
- Outlook desktop add in technical faq
- Overview of approvals in hubspot
- Paid sales hub features not appearing in hubspot sales after upgrading
- Pay for hubspot using ach
- Pay your invoice with indian issued credit card
- Peru value added tax vat frequently asked questions
- Philippines value added tax vat frequently asked questions
- Prepare hubspot assets for a company rebrand
- Prevent contact properties update through tracking code api
- Production assets eligible to copy to a sandbox
- Profile and preferences
- Provide a direct download link to a file hosted on the files tool
- Provision hubspot users with scim through google
- Provision hubspot users with scim through okta
- Ratings and reviews template marketplace
- Record videos directly in hubspot
- Recover your inactive hubspot account
- Remove access to hubspot from google
- Remove hubspot users
- Remove unused assets from your account with account cleanup
- Reorder homepage widgets in the hubspot mobile app
- Report on performance
- Report translation issues
- Reset user passwords
- Reset your two factor authentication
- Restrict which login methods users can use to access your account
- Review billing history for your hubspot subscription
- Review calls on the hubspot mobile app
- Review permission related product updates
- Review your upcoming renewal
- Russia value added tax vat faq
- Sales email send limits
- Sales for outlook install error an application with the same identity is already installed
- Sales for outlook install error customized functionality in this application will not work
- Sales for outlook install error general installer error
- Sales outlook desktop install error application cannot be started contact the application vendor
- Sales outlook desktop install error value does not fall within the expected range
- Scan and redact sensitive data
- Search within your hubspot account
- Send approval reminders
- Sensitive data in hubspot tools
- Set daily send limits for connected email accounts
- Set up and log in with passkeys
- Set up and use the brand assistant
- Set up brand voice using ai
- Set up brand voice using content samples
- Set up browser notifications
- Set up imap settings for your email domain
- Set up lead revisit notifications
- Set up multi account management
- Set up single sign on sso
- Set up single sign on sso using active directory federation services adfs
- Set up two factor authentication for your hubspot login
- Set up two factor authentication in the hubspot ios app
- Set up your account
- Set your fiscal year in hubspot
- Sign up for hubspot mobile beta
- Sign up for hubspot with apple id
- Sign up hubspot mobile app with apple id
- South korea vat frequently asked questions
- Store sensitive data
- Strong customer authentication sca in hubspot
- Summarize an email thread on the hubspot mobile app for ios
- Support your customers
- Supported file types
- Switzerland and liechtenstein value added tax vat frequently asked questions
- Sync automated emails forms lists and workflows to a standard sandbox account
- Tax identification number frequently asked questions
- Technical requirements for connecting your inbox to hubspot with imap
- Thailand value added tax faq
- Track and log emails with the hubspot sales chrome extension
- Track and log emails with the hubspot sales office 365 add in
- Track and log emails with the hubspot sales outlook desktop add in
- Transfer certifications to another email address
- Troubleshoot errors when connecting an inbox with exchange
- Troubleshoot hubspot mobile app
- Troubleshoot imap inbox connection
- Troubleshoot office 365 inbox and calendar connection errors
- Troubleshoot the hubspot sales outlook desktop add in
- Troubleshooting the hubspot sales chrome extension
- Troubleshooting the hubspot sales office 365 add in
- Turkey vat frequently asked questions
- Turn off one to one email tracking or attachment logging
- Ukraine value added tax vat frequently asked questions
- Understand how to use hubspot credits
- Understand hubspot credits and billing
- Understand hubspot order totals billing and charges frequently asked questions
- Understand hubspot sales email open and click tracking
- Understand hubspot user profiles
- Understand hubspots content moderation policies
- Understand hubspots scope of support
- Understand marketing contacts billing
- Understand sustainability in hubspot
- Understand the enterprise flex program and flex seats
- Understand your sales hub service hub or marketing hub starter receipt
- Uninstall the hubspot sales email extension
- United arab emirates uae value added tax frequently asked questions
- Update the hubspot theme
- Update the points of contact for your hubspot account
- Update your account name and company information
- Upload files to use in your hubspot content
- Upload manage files in the hubspot mobile app
- Use contact profiles with the hubspot sales chrome extension
- Use contact profiles with the hubspot sales office 365 add in
- Use contact profiles with the hubspot sales office 365 add in and outlook desktop add in
- Use sales tools in the hubspot sales chrome extension
- Use sales tools with the hubspot sales office 365 add in
- Use sales tools with the hubspot sales outlook desktop add in
- Use scripts when recording videos in hubspot
- Use tasks in the hubspot mobile app
- Use the audit analyzer assistant
- Use the hubspot academy in the hubspot mobile app
- Use the hubspot keyboard
- Use the hubspot sales chrome extension across the web
- Use tiktok audio when editing your video files
- Use your home page
- Use your hubspot subscription
- View and download company documents in account billing
- View and export account activity history
- View and manage your partner dashboard
- View deal context in gmail
- View the status of a users certification
- View user permissions history
- View your hubspot invoices and receipts
- Viewing your quote and purchasing hubspot
- What are the module requirements for the marketplace
- What features are supported by my email provider and require a connected inbox
- What should i do if hubspot videos are not playing
- Where can i find my subscription and contacts or email send limit information in hubspot
- Which email messages count towards my hubspot account s email send limit
- Why am i not receiving push notifications in my browser