Onboarding

Learn about onboarding yourself to HubSpot using Onboard.

Onboard allows you to implement (onboard yourself) using any available module from the recommendations on the Dashboard or the Library to your connected HubSpot account.

An implementation creates all the selected assets (standalone or as part of a module), in the target HubSpot account.

How to start an onboarding

To start an onboarding from Onboard:

1. Click on the 'Onboard now' button at the bottom of a module.

2. Then, complete the payment for your selected module.

3. Then, you will be redirected to Activity screen.

4. Next, simply click on the 'Onboard now' button to confirm and your assets will be implemented (i.e., onboarding will start).

When you implement a module, all assets within it will automatically be created.