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Everything you need to configure your HubSpot instance for your team.

Business Requirements

Configuration 101

Get in the right mindset for what to include in your integration with this presentation.

Government Rules

Begin with this workbook for filling out the fields, lists, and email preferences for your integration.

Lists & Folders

Take inventory and review your existing content and segmentation.

Processes

In this video, you will get an understanding of what presets are in Adestra and how they help you to automate set-up of email campaigns.

General Set-up Checklist

Get in the right mindset for what to include in your integration with this presentation.

Setting contacts as marketing contacts Guide

Begin with this workbook for filling out the fields, lists, and email preferences for your integration.

Setting contacts as non-marketing contacts Guide

Take inventory and review your existing content and segmentation.

Connect your social media accounts to HubSpot

Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.