Your Essential Checklist for Setting Up HubSpot Sales Hub
Sales Hub is packed with tools to speed up your pipeline, but where do you start? Here is a streamlined, no-nonsense setup checklist.
New to HubSpot Sales Hub? You are in the right place. Sales Hub gives you a lot of tools to speed up and tidy up your sales process, but knowing where to start can be daunting. This streamlined checklist will get you there.
One thing worth knowing up front: HubSpot moved to seat-based pricing, so functionality and cost depend on how many sales seats you have and which tier you are on. Not sure which is right for you? Get in touch and we will help you size it sensibly.
1. Get the basics right
Onboard your team, but hold the keys. Add your sales reps, but ask them not to log in until setup and training are done. First impressions of a half-built CRM are hard to undo.
Connect email and calendar. Sync both so communication and meeting booking are logged automatically.
2. Organise contacts and companies
Import your contacts from your existing database, cleaned first where you can.
Add custom properties for the fields unique to how you sell.
Tidy your company records so account data is accurate and complete.
3. Pipelines and deal stages
Review the default pipeline and reshape it to match your actual sales process.
Add extra pipelines if you run distinct sales motions, for example new business versus renewals.
Define your deal stages clearly, with shared definitions so the whole team scores deals the same way.
4. Communication tools
Build email templates for your common sales scenarios.
Create sequences for multi-step prospect follow-up, and keep them human. Automated does not have to mean robotic.
Set up calling if your team will dial from inside HubSpot, and check call recording rules for your region.
5. Automation and AI
Set up lead rotation so new leads land with the right rep automatically.
Add workflow logic to handle the repetitive admin that eats selling time.
Look at the Breeze Prospecting Agent. On paid tiers it can research accounts and draft personalised outreach. Use it to get a head start, then have a person sharpen the message before it goes out.
6. Tracking and analytics
Confirm website tracking is live so you can see prospect activity.
Build a sales activity dashboard around the metrics your team will act on.
Check your forecasting and revenue setup so the numbers leadership sees are trustworthy.
7. Add-ons and integrations
Sync your calendar for automated meeting scheduling and round-robin booking.
Connect your other tools through the App Marketplace, from video conferencing to enrichment.
8. Test, review, and go live
Quality-check your templates and sequences for typos and broken links.
Run a mock deal through the full pipeline to make sure stages, automation, and reporting all behave.
Launch, then monitor activity and tune as you learn.
There you have it: a step-by-step guide to setting up HubSpot Sales Hub for real efficiency and impact. Feel free to share it, and good luck hitting those targets. If you would like a hand, get in touch and let Attractly be your sales enablement partner.