Are you a small business owner looking for a comprehensive and manageable software solution? Hubspot & Ontraport might just be the answer you’re searching for.
Both powerful marketing automation tools, Hubspot and Ontraport are designed to give businesses of any size or industry competitive edge in an increasingly crowded marketplace.
But with so many features to choose from, getting started with either can seem daunting! In this blog post, we’ll break down both Hubspot & Ontraport and provide tips on making the most out of these platforms.
Getting started with Hubspot and Ontraport 2024
Getting started with Hubspot!
Learn how to create a HubSpot account, invite your team, and adjust your default settings if you’re a new user. If you use any third-party apps, you should connect them to your account so that your systems can work together.
As an admin, you should execute the account setup steps listed below. You’ll find links to full instructions for each task within each section.
1) Create your account
A HubSpot account can be created in a variety of ways. Signing up for HubSpot with your name and email address is the most usual option. You may also use your Google or Apple ID to sign up for HubSpot.
- HubSpot’s account creation page
- Sign up for HubSpot using your Apple ID
You’ll be instantly logged in after making an account. Find out how to log in to HubSpot.
2) Invite your team
To begin collaborating in HubSpot, invite your teammates to join the account. You can control which areas of HubSpot each user has access to by customizing their permissions. They can log in and set up their profile and personal preferences once they’ve been invited.
- Add and remove users
- HubSpot user permission guide
- Manage your user profile and preferences
3) Customize account default settings
While some options are specific to individual users, others are account-wide and affect everyone. Account time zone and language, default currencies, and security are among the options. You can enable GDPR-related features while setting up your account defaults.
- Change language and region settings
- Add and edit your account currencies
- Set up your company branding
- Set up two-factor authentication for your HubSpot login
- Turn on GDPR functionality in your HubSpot account
4) Connect apps to your HubSpot account
You may combine products you need for your business with your HubSpot account via HubSpot’s App Marketplace.
There are integration choices for your needs, whether you want to set up simple connectors with an app like Zapier or build full-fledged custom connections with HubSpot’s API.
- Connect apps to HubSpot
- HubSpot’s App Marketplace
- HubSpot Developers documentation
5) Manage your HubSpot subscription
Your current subscription can be managed under the Account & Billing section of your account. All of your billing documentation, add-ons, and membership updates are available in one spot.
- Manage your HubSpot subscription
- HubSpot billing and payment | Frequently Asked Questions
- View and download your HubSpot invoices and receipts
6) Join the HubSpot Community
Join the HubSpot Community to interact with other users and get more out of your HubSpot tools. You can learn how to resolve common difficulties, see examples from peers, and provide comments to the Product team.
- Getting Started With the HubSpot Community
- Create your Community user account
- Introduce yourself on the Community welcome forum
- Get the latest updates from the Community newsletter
Getting started with Ontraport!
Before purchase, Ontraport offers a two-week free trial so you can study and build on our software. We want you to know what’s in your toolbox straight away so you can make the most of your two free weeks.
You’ll discover how to sign up for a free account, resolve any issues, and use your resources in this post, as well as advice on how to get the most out of your account.
By signing up for a free trial of Ontraport, you can begin exploring the single-point solution for all of your marketing automation needs without spending a dime. But first, consider the following:
- Make sure you use a valid email address that you have access to when you sign up. This is the username you’ll use to log in, as well as the email address we’ll use to send you crucial Ontraport communications.
- Ontraport’s email address should be added to your whitelist. Follow these steps to whitelist Ontraport to ensure that messages from the company get in your inbox.
1) Activate your account
- Check your inbox for an activation email.
If you have not received your activation email:
- Look through your spam folder.
- If you still can’t discover your email, add Ontraport emails to your whitelist.
- With your email and password, log in to your Ontraport account.
- Resend the email by clicking the Re-send button.
(If you still haven’t received your activation email, reach out to Support to have a team member activate your account for you.)
If you have received the email:
- Inside the email, click “Verify my email”
- Fill in your business information, add your branding, and then click “Complete setup”.
- After you’ve set up your free trial account, the first page you’ll view is your welcome page, where you’ll find five recommendations for getting the most out of it.
2) Import Contacts
As a new Ontraport user, one of the first things you’ll do is import your existing contact list into your account so that you may market and sell to them. You’ll need to export your existing contacts from your current system and then import them into Ontraport to migrate them over.
- Your prior software contacts should be exported. Remove extras like photographs and graphs from your data and organize them into clearly labeled, separate columns. Then save it as an a.csv file.
- In Ontraport, go to the Contacts tab → Settings → Import Contacts and upload your .csv file.
- To complete the procedure, follow the directions on each step of the import wizard and then click the contacts tab on the last step.
- You’ll be returned to Contacts, where your imported contacts will now be visible.
Note that before you can send bulk emails to your imported contacts, our email delivery staff verifies each import to guarantee compliance with our anti-spam policy. This approval process usually takes one business day to complete.
Quick Links:
Conclusion: Is Hubspot & Ontraport Worth Using in 2024
It is clear that both Hubspot and Ontraport are great choices for businesses looking to manage their online marketing efforts.
They provide varying levels of data performance tracking, customer relationship management tools and intuitive visualizations of consumer behavior.
Each platform comes with its own unique set of features and can be integrated into existing marketing structures to help small businesses grow efficiently.
Ontraport also has an advantage since it offers automation features that allow you to set parameters for automated campaigns as well as create sophisticated triggers to ensure emails will reach the right audiences at the right time.
Ultimately, choosing between hubspot or Ontraport will depend on your individual needs and budget.
Start by taking advantage of the free trial offers so that you can gain a better understanding of what each tool can do and decide which one will work best for your business. Good luck!
Hubspot on social media:
The HubSpot Podcast Network is proud to amplify diverse voices in partnership with @GatheringSpots, a private membership club deeply rooted in community and culture.
Tune into our playlist to hear from the freshest voices in business media: https://t.co/yCAJcXm32A pic.twitter.com/y15X4t6zPo
— HubSpot (@HubSpot) March 22, 2023
Ontraport on social media:
What happens when you combine automation with stellar email deliverability? Messages that always land in your customers’ inbox at the right time. 🤝
Ready to improve your email deliverability? Try Ontraport free for 14 days.https://t.co/OKWq4vLSFy
— Ontraport (@Ontraport) February 27, 2023
