Getting Access to HubSpot

Who Needs HubSpot Access

HubSpot access is typically required for:

• Sales representatives

• Marketing team members

• Account managers

• Sales leadership

• CRM administrators

Requesting Access

To request access:

1. Submit a request to the IDX CRM administration team at hubspotsupport@idx.inc or submit a ticket here: https://info.idx.inc/internal-hubspot-support.

2. Include:

   • your role

   • department

   • reason for access

Account Setup

Once access is granted, you will receive:

• an email invitation

• instructions to create your password

• login details

Logging In

Access HubSpot at:

Click on the "sign in with password" option and use your IDX email address and the password you created.

Initial Setup

After logging in:

1. update your profile picture

2. set your email signature

3. connect your calendar

4. verify your notification preferences

These steps ensure the system tracks your sales activity correctly.