--- title: HubSpot Onboarding Playbooks | HubSpot Implementation | HubSpot Partner description: The answer to your HubSpot onboarding! image: https://www.responsiveinboundmarketing.com/hubfs/Screen%20Shot%202023-04-11%20at%203.14.41%20PM.png --- [![logo color](https://www.responsiveinboundmarketing.com/hs-fs/hubfs/Imported%20sitepage%20images/logo%20color.png?width=205&height=110&name=logo%20color.png "logo color")](https://www.responsiveinboundmarketing.com) [![logo color-1](https://www.responsiveinboundmarketing.com/hs-fs/hubfs/Imported%20sitepage%20images/logo%20color-1.png?width=203&height=109&name=logo%20color-1.png "logo color-1")](https://www.responsiveinboundmarketing.com) - Services - [Fractional Head of Demand Generation](https://www.responsiveinboundmarketing.com/fractional-head-of-demand-generation) - [Pricing](https://www.responsiveinboundmarketing.com/fractional-head-of-demand-generation-pricing) - [What is HubSpot?](https://www.responsiveinboundmarketing.com/what-is-hubspot) - [Customers](https://www.responsiveinboundmarketing.com/customers) - [Reviews + Successes](https://www.responsiveinboundmarketing.com/customers) - [RhythmInfluence](https://www.responsiveinboundmarketing.com/rhythminfluence-case-study) - [Lumina Solar](https://www.responsiveinboundmarketing.com/lumina-solar-case-study) - [Brandwise](https://www.responsiveinboundmarketing.com/brandwise-case-study) - [Resources](https://www.responsiveinboundmarketing.com/resources) - [Blog](https://www.responsiveinboundmarketing.com/blog) - [About](https://www.responsiveinboundmarketing.com/about-lindsey-framer) - [Contact](https://www.responsiveinboundmarketing.com/contact) More results [Let's Chat](https://www.responsiveinboundmarketing.com/book-a-call) [Let's Chat](https://www.responsiveinboundmarketing.com/book-a-call) [Let's Chat](https://www.responsiveinboundmarketing.com/book-a-call) - Services - [Fractional Head of Demand Generation](https://www.responsiveinboundmarketing.com/fractional-head-of-demand-generation) - [Pricing](https://www.responsiveinboundmarketing.com/fractional-head-of-demand-generation-pricing) - [What is HubSpot?](https://www.responsiveinboundmarketing.com/what-is-hubspot) - [Customers](https://www.responsiveinboundmarketing.com/customers) - [Reviews + Successes](https://www.responsiveinboundmarketing.com/customers) - [RhythmInfluence](https://www.responsiveinboundmarketing.com/rhythminfluence-case-study) - [Lumina Solar](https://www.responsiveinboundmarketing.com/lumina-solar-case-study) - [Brandwise](https://www.responsiveinboundmarketing.com/brandwise-case-study) - [Resources](https://www.responsiveinboundmarketing.com/resources) - [Blog](https://www.responsiveinboundmarketing.com/blog) - [About](https://www.responsiveinboundmarketing.com/about-lindsey-framer) - [Contact](https://www.responsiveinboundmarketing.com/contact) [Let's Chat](https://www.responsiveinboundmarketing.com/book-a-call) # HubSpot Onboarding Playbook Finally! A **checklist** of all of the settings and best practices that you need to implement and set up when you purchase HubSpot to be able to use it to the best of its ability. So what is the difference between this and other checklists you have seen from HubSpot and elsewhere? Within this playbook, you will not only find the checklist of what you should be setting up right away but also: 1. **Screenshots** of the specific top workflows, reports/dashboards, contact properties, and more to get you off on the right foot. 2. **Videos** of almost every single tool feature on how to set it up. 3. **HubSpot certifications** - each checklist has the specific certifications that you need/should get with each hub all listed out for you. 4. **HubSpot Academy lessons and courses** so you are always up to date with the latest best practices to generate more business. There isn't any other playbook out there that is like this. It is your ONE-stop shop, everything is organized and in one place for you to use.   ### Checklist Keep track of the tasks that you have completed, need to do and need Responsive Inbound Marketing to implement. ### Playbook Actual screenshots of how to set up the best workflows, lists, and initial best practices to implement when you first onboard with HubSpot. ### Videos Actual videos of how to navigate to all implementations and how to access tools to set them up. [![HubSpot Onboarding Playbook](https://no-cache.hubspot.com/cta/default/389011/53d54ba8-7927-4a69-9b64-04602a1a851e.png)](https://cta-redirect.hubspot.com/cta/redirect/389011/53d54ba8-7927-4a69-9b64-04602a1a851e) ## The Hubs + Tools That Are Covered: **[Marketing Hub  |](https://www.responsiveinboundmarketing.com/hubspot-onboarding-playbooks#marketing-hub) [Sales Hub |](https://www.responsiveinboundmarketing.com/hubspot-onboarding-playbooks#sales-hub)   [Customer Service Hub](https://www.responsiveinboundmarketing.com/hubspot-onboarding-playbooks#customer-service)** **[Pricing + Payment](https://www.responsiveinboundmarketing.com/hubspot-onboarding-playbooks#pricing) [|](https://www.responsiveinboundmarketing.com/hubspot-onboarding-playbooks#more-details)**[**More Details**](https://www.responsiveinboundmarketing.com/hubspot-onboarding-playbooks#more-details) ## Marketing Hub Tools Marketing Professional Marketing Enterprise Forms ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email Marketing ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Ad Managament ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Landing Pages ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) List Segmentation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Team Email ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Live Chat ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Conversational bots ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Reporting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Facebook Messanger integration ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom properties ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Marketing events ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email automation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Form automation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Blog ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Reporting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Multiple currencies ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Payments ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Google Search Console integration ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Calls-to-action ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ABM Tools ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Product library ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom reporting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Campaign Reporting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Filtered analytics view ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Social media ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Campaign management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Duplicate management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Permission sets ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom objects ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Predictive lead scoring ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Revenue attribution ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Field-level permissions ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom behavioral events ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Admin notification management ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) HubDB ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Sandboxes ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ## Sales Hub [sales](https://www.responsiveinboundmarketing.com/hubspot-onboarding-playbooks#sales-hub) Tools Sales Professional Sales Enterprise Live Chat ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Conversational bots ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Team email ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Customizable quotes ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Calling SDK ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email Scheduling ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email tracking and notification ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Shared inbox ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Canned snippets ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Documents ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Meeting scheduling ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Reporting dashboard ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Deal pipeline ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom properties ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email reply tracking ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Slack integration ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) 1-to-1 email ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) User management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom user permissions ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email templates ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Contact website activity ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Gmail, Outlook, and Microsoft Exchange integrations ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) App Marketplace integrations ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom support form fields ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Contact management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) List segmentation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Payments ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Goals ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Multiple currencies ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) HubSpot-provided phone numbers ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Calling ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Conversation routing ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Stripe integration ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Sales automation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Repeating tasks and task queues ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Task calendar sync ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Sequences ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) eSignature ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Automatic lead rotation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom reporting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Standard contact scoring ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Teams ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Product library ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Calculated properties ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Target accounts home ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Deal and company scoring ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Forecasting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Sales analytics ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Logged-in visitor identification ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ABM tools and automation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Salesforce integration ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Duplicate management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Permission sets ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Playbooks ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Call transcription and coaching ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom views ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Salesforce custom object sync ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom objects ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Hierarchical teams ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Predictive lead scoring ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Single sign-on ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Recurring revenue tracking ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Field-level permissions ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Conversational intelligence ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Admin notifications management ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Sandboxes ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Log-in as another user ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Advanced permissions ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom goals ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ## Customer Service Hub Tools Customer Service Professional Customer Service Enterprise Ticketing ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Calling SDK ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email Scheduling ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Live chat ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Shared inbox ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Conversational bots ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Team email ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Canned snippets ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email templates ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Meeting scheduled ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Reporting dashboard ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email tracking and notifications ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Documents ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Facebook Messenger integration ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom properties ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Ticket pipelines ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Marketing events object ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email reply tracking ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Email health reporting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) 1-to-1 email ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Channel switching ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) User management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom user permissions ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Slack integration ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) List segmentation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) HubSpot-provided phone numbers ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Calling ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Conversation routing ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Multiple currencies ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Simple ticket automation ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Repeating tasks and task queues ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Required fields ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Payments ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Sequences ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) 1:1 video messaging ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Insights dashboard ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Product library ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom reporting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Ticket routing ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Teams ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Standard contact scoring ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Goals ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Calculated properties ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Video hosting and management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Forecasting ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Logged-in visitor indentification ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Customer feedback surveys ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom surveys ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Duplicate management ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Permission sets ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Customer portal ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Post-chat feedback ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom views in shared inbox ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) SLAs ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Service analytics ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Association labels ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Playbooks ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Call transcription and coaching ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Single sign-on ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Salesforce custom object sync ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom objects ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Hierarchical teams ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Field-level permissions ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Conversation intelligence ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Recurring revenue tracking ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Admin notifications management ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Sandboxes ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Login as another user ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) Custom goals ![comptab-no-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-no-icon.svg) ![comptab-yes-icon](https://273774.fs1.hubspotusercontent-na1.net/hubfs/273774/act3/images/comptab-yes-icon.svg) ## Onboarding Playbook Details g How does this work? Each initial purchase of the checklist comes with a master checklist that includes all of the basics and then the specific and additional settings of your hub i.e. professional vs enterprise. From there you will have the option to purchase and receive a quarterly update via email that will be all of the new additions that HubSpot has implemented. Playbook Bundles If you have purchased more than one MASTER playbook, you get a 5% discount. Please note, these are JUST for the masters, not for the quarterly product updates. Quarterly Product Updates At the beginning of each quarter, you will receive an automated email based on the master subscription you have purchased with the option to purchase the product updates AND changes from the prior quarter.  If you do not need to purchase the master playbook and would just like to purchase quarterly product updates, please reach out to me at [lframer@responsiveinboundmarketing.com](mailto:lframer@responsiveinboundmarketing.com) and I will add you to the quarterly product update emails.  Is this too much work for you? Need help? No problem at all! Please [schedule some time](https://www.responsiveinboundmarketing.com/meetings/lframer/onboarding-playbook) with me and my team and I can implement it for you! Can I share this? You cannot share, print, or download this playbook. ## Pricing + Payment - Products & Plans - Bundles - Marketing - Sales - Customer Service ## Marketing Hub Build your inbound marketing campaigns from scratch to help you grow your business. ##### Professional Run your automated marketing campaigns with the tools provided in professional and then measure your ROI with the report recommendations given. [Purchase Here](https://payments-na1.hubspot.com/payments/SG20j2vhQ) ##### Enterprise Focusing on specific accounts with Account-Based Marketing and revenue attribution reporting creates better customer experiences.   [Purchase Here](https://payments-na1.hubspot.com/payments/oHNH3qhDQhqfm) ## Sales Hub Collect your data so that you can organize and close more deals. ##### Professional Grow your sales team and create a sales process that is organized and easy to manage for everyone. [Purchase Here](https://payments-na1.hubspot.com/payments/SHp79QH3T9) ##### Enterprise Looking to upgrade to a powerful sales CRM that will measure every action you take and will supercharge your future? [Purchase Here](https://payments-na1.hubspot.com/payments/sMW1bpxjS2C) ## Customer Service Hub Putting your customers first so they are fully supported. ##### Professional Solve your customer's problems and learn what their needs are with outreach like surveys. [Purchase Here](https://payments-na1.hubspot.com/payments/n4mfM6A2SZ2fT) ##### Enterprise Respond to your customers in seconds and accordingly with the communication tools. [Purchase Here](https://payments-na1.hubspot.com/payments/Lwc9Zh-CQ4u) - Create a Bundle ## Choose products for your bundle. Add the marketing, sales, and customer service software that your growing business needs. ### Marketing Hub Build your inbound marketing campaigns from scratch to help you grow your business. ##### Professional $3,750 ##### Enterprise $5,000 ### Sales Hub Collect your data so that you can organize and close more deals. ##### Professional $3,750 ##### Enterprise $5,000 ### Customer Service Hub Putting your customers first so they are fully supported. ##### Professional $3,750 ##### Enterprise $5,000 ![boxS](https://www.responsiveinboundmarketing.com/hubfs/store-disabled.svg) Products you choose will appear here #### Total Price Purchase Here - [Privacy Policy](https://responsiveinboundmarketing-hs-sites-com.sandbox.hs-sites.com/privacy-policy) - [About Me](https://responsiveinboundmarketing-hs-sites-com.sandbox.hs-sites.com/about-me) - [Resources](https://responsiveinboundmarketing-hs-sites-com.sandbox.hs-sites.com/resource-page) - [Schedule A Meeting](https://www.responsiveinboundmarketing.com/meetings/lframer30) Copyright © 2026 Responsive Inbound Marketing