Installing and Connecting HubSpot for WordPress

Installing and Connecting HubSpot for WordPress - header image


HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics is a free plugin that provides a versatile customer relations management solution for your business when it is installed on your WordPress site.

Enabling the solution will require that you install the plugin and then create or connect an existing HubSpot account. We will walk you through the steps that are involved in the installation, then prepare you for the questions required in the creation of a new account.

How to Install the Plugin

The installation of HubSpot can be completed by downloading the plugin file or installing it through the plugins section of your WordPress installation.

The following instructions will require that you are logged in to the WordPress Administrator Dashboard.

  1. Click on Plugins in the main menu, then click on Add New.
  2. Search for “HubSpot“. Your search results should bring you to the “HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics” plugin. Click on the Install Now button to begin the installation.

    HubSpot plugin description
  3. An Activate button will replace the Install Now button upon the completion of the installation. Click on Activate to enable the plugin.

Creating a New Account with HubSpot

Creating an account with HubSpot is free and requires a valid email address.

Once the plugin installation is complete, you will need to connect an existing HubSpot account or create a new one.

The process to create your account starts with your First name, Last Name, and email address or you can use the Google option. You will need to provide your company name, website URL, number of employees, type of industry, and job role.

If you have problems with creating or connecting with your account you may need to close your browser and then re-log into your WordPress site. If necessary, you may have to clear your web browser cache.

Once you’ve confirmed the account, then you will need to connect your WordPress site.

HubSpot request to connect to your WordPress site

Connecting your website completes the installation and the setup for a new account with HubSpot. Your next step will be to go through demos based on the answer to the question of your level of knowledge of CRMs.

AC
Arnel Custodio Content Writer I

As a writer for InMotion Hosting, Arnel has always aimed to share helpful information and provide knowledge that will help solve problems and aid in achieving goals. He's also been active with WordPress local community groups and events since 2004.

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