HubSpot Onboarding Intake Form – General

Name: 245TECH
Address: 4434 Sutherland Ave., #10804 Knoxville, TN 37939-0804, Knoxville, TN, 37919, US
Telephone: (865) 465-4040
Price range: -

Use this form to provide us with the basic information we need to set up your HubSpot account.

Your Name(Required)
First Last
Email(Required)
Single Point of Contact(Required)

Who on your team will be responsible for leading your team and is the ultimate decision-maker in regard to this engagement?
Users & Teams(Required)
Please provide your team members' full names, email addresses, and the team they are on. One entry per line.
Company(Required)

How do you want your company name to show up in the system on emails, quotes, etc?
Address(Required)
Street Address Address Line 2 City State ZIP Code

How do you want your address to show in the footer of your marketing emails, quotes, etc?
Logo
Drop files here or

Accepted file types: jpg, psd, ai, pdf, gif, png, Max. file size: 10 MB, Max. files: 3.
Please provide at least one logo file in high resolution. Vector-based files such as Adobe Illustrator or PNG are preferred.
Contacts
Drop files here or

Max. file size: 10 MB, Max. files: 3.
If you have a spreadsheet of contacts, deals, and or companies upload them here.
Website Admin Access
- Yes, I can provide this information
Needed so we can install the HubSpot tracking code, embed forms, and more.
Admin Login URL(Required)
Username(Required)
Password(Required)
Domain Name Management Access
- Yes, I can provide this information
This login provides us the ability to make changes to your domain name zone records so we can add new subdomains and the records we need to ensure emails from HubSpot don't go into spam folders. Vendors include GoDaddy, Network Solutions, Tucows, etc.
Admin Login URL(Required)
Username(Required)
Password(Required)
Email Marketing Provider Access
- Yes, I can provide this information
This login is usually MailChimp, Constant Contact, Emma, etc. We need this so we integrate your email service provider with HubSpot. If you don't have and ESP then skip this section.
Admin Login URL(Required)
Username(Required)
Password(Required)
Instructions or Comments
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.

Save and Finish Later