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Pick the checklist(s) that make the most sense for your team. Lean on HighRoad if you get stuck or have questions.

Choose your checklist(s)

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

Set contacts to marketing contacts and pay for only the contacts you want to market to.

Setting contacts as non-marketing contacts Guide

Set contacts to non-marketing and only pay for only the contacts you want to market to.

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.

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.