How can I create custom fields in HubSpot CRM?

To change roles in HubSpot CRM, go to Settings Users & Teams, select the user, and update their permissions. You can create and assign permission sets to manage user roles efficiently.

HubSpot integrates with over 1,500 apps, including Salesforce, Google Workspace, Microsoft 365, Slack, Shopify, and more. These integrations help streamline workflows and enhance HubSpot’s capabilities.

To remove HubSpot CRM, go to Settings Account Billing, click the Delete Account tab, and follow the prompts to confirm the deletion. Ensure you back up any necessary data before proceeding.

Free CRM services that can be used with HubSpot include Pipedrive CRM, Zoho CRM, and Freshsales. These integrations help enhance HubSpot’s functionality by connecting with other tools.

Key steps include understanding your business needs, assigning a project manager, developing an implementation plan, migrating data, training your team, and continuously monitoring and optimizing the system.