CRM & marketingTwo situations, one page. If you don't have your HubSpot account yet, create it first and it stays yours. If you already have it, jump straight to inviting your agency. Pick your situation below.
You keep ownership. Your portal, your data. We're users in it, and your Super Admin account outranks ours, always.
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✓ All done
HubSpot's free tier is enough to start: contacts, deals, email. Create it with your business email so the portal is registered to you.
Create a free account
↗ hubspot.comUse your business email. Pick Owner as your role and fill in your company details. None of it is permanent.
Click to enlargeSkip the setup maze
After signup, HubSpot pushes an onboarding assistant and a "first steps" tour. Skip it all: click Set up manually (top right), pick any goal, then Skip and set up manually. Or just open app.hubspot.com/l/settings/users and carry straight on with the invite steps below.
Click to enlarge
One magic link takes you straight to user settings. You can safely ignore HubSpot's onboarding assistant and setup checklists; nothing is lost by skipping them.
Open Users & Teams
↗ app.hubspot.com/l/settings/usersThis link jumps straight past HubSpot's setup tour into user settings.
Click to enlargeClick “Add users” → “Create new”
Top-right black button.
Click to enlargeAdd these emails
Paste each address below into the Email address box.
Click to enlargePick seat + permissions, then Add users
Seat: Core. Permissions: the Marketing preset works (Marketing + Sales + Reports). Avoid handing out Super Admin; that's yours. Keep “Send an email invite” ticked and click Add users.Click to enlargeDone
We accept from our email and appear under Users.
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