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	<title>HubSpot Onboarding Assistant Knowledge Base | MakeWebBetter</title>
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	<title>HubSpot Onboarding Assistant Knowledge Base | MakeWebBetter</title>
	<link>https://support.makewebbetter.com/hubspot-apps/category/hubspot-onboarding-assistant/</link>
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		<title>How can I connect a new HubSpot portal from the app ?</title>
		<link>https://support.makewebbetter.com/hubspot-apps/how-can-i-connect-reconnect-a-new-hubspot-portal-from-the-app/</link>
		
		<dc:creator><![CDATA[sanjeevmaurya]]></dc:creator>
		<pubDate>Fri, 15 Jul 2022 06:30:21 +0000</pubDate>
				<guid isPermaLink="false">https://support.makewebbetter.com/?post_type=epkb_post_type_6&#038;p=4506</guid>

					<description><![CDATA[<p>To connect or reconnect your HubSpot portal from the Onboard Assistant app, you need to: Go to the app and log in or sign up if you don’t have an account. Once logged in, you’ll see the page displaying all the HubSpot portals associated with the email you registered with. You can select either of [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/how-can-i-connect-reconnect-a-new-hubspot-portal-from-the-app/">How can I connect a new HubSpot portal from the app ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">To connect or reconnect your HubSpot portal from the Onboard Assistant app, you need to:</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Go to the </span><a href="https://apps.martechapps.com/onboarding-assistant/"><span style="font-weight: 400;">app</span></a><span style="font-weight: 400;"> and log in or sign up if you don’t have an account.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Once logged in, you’ll see the page displaying all the HubSpot portals associated with the email you registered with. You can select either of these portals.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">But if you don’t see any HubSpot portal listed already, there’ll be a </span><b>Connect New Portal</b><span style="font-weight: 400;"><span style="font-weight: 400;"> button.<br />
</span></span></p>
<div class="mwb-kb__content-img"><img decoding="async" loading="lazy" class="aligncenter wp-image-4504 size-full" src="https://support.makewebbetter.com/wp-content/uploads/2022/07/unnamed.png" alt="Connect hubspot portal" width="512" height="155" srcset="https://support.makewebbetter.com/wp-content/uploads/2022/07/unnamed.png 512w, https://support.makewebbetter.com/wp-content/uploads/2022/07/unnamed-300x91.png 300w" sizes="(max-width: 512px) 100vw, 512px" /></div>
</li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click on it to connect your HubSpot portal with the app to start creating the assets and onboard on HubSpot in minutes.</span></li>
</ul>
<p><span style="font-weight: 400;">To reconnect a portal, you can repeat the above steps.</span></p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/how-can-i-connect-reconnect-a-new-hubspot-portal-from-the-app/">How can I connect a new HubSpot portal from the app ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
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		<title>How can assets are created successfully on HubSpot ?</title>
		<link>https://support.makewebbetter.com/hubspot-apps/asset-created-on-hubspot/</link>
		
		<dc:creator><![CDATA[sanjeevmaurya]]></dc:creator>
		<pubDate>Thu, 14 Jul 2022 10:03:01 +0000</pubDate>
				<guid isPermaLink="false">https://support.makewebbetter.com/?post_type=epkb_post_type_6&#038;p=4499</guid>

					<description><![CDATA[<p>Once you create the assets through the Onboard Assistant app, it’s important to cross-check if they’re reflected in your HubSpot CRM. Since this app creates different sorts of assets, you need to go to different locations in your HubSpot CRM to check if they’re created or not. Here’s the list of all these assets with [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/asset-created-on-hubspot/">How can assets are created successfully on HubSpot ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">Once you </span><a href="https://support.makewebbetter.com/hubspot-apps/app-creates-in-hubspot/"><span style="font-weight: 400;">create the assets</span></a><span style="font-weight: 400;"> through the Onboard Assistant app, it’s important to cross-check if they’re reflected in your HubSpot CRM.</span></p>
<p><span style="font-weight: 400;">Since this app creates different sorts of assets, you need to go to different locations in your HubSpot CRM to check if they’re created or not.</span></p>
<p><span style="font-weight: 400;">Here’s the list of all these assets with their respective location in the HubSpot CRM:</span><b></b></p>
<ul>
<li aria-level="1"><b>Properties:</b> <i><span style="font-weight: 400;">Settings &gt; Properties</span></i></li>
</ul>
<ul>
<li aria-level="1"><b>Lists:</b> <i><span style="font-weight: 400;">Contacts &gt; Lists</span></i></li>
</ul>
<ul>
<li aria-level="1"><b>Workflows:</b> <i><span style="font-weight: 400;">Workflows or Automation &gt; Workflows</span></i></li>
</ul>
<ul>
<li aria-level="1"><b>Emails:</b> <i><span style="font-weight: 400;">Marketing &gt; Email</span></i></li>
</ul>
<ul>
<li aria-level="1"><b>Forms:</b> <i><span style="font-weight: 400;">Marketing &gt; Lead Capture &gt; Forms</span></i></li>
</ul>
<ul>
<li aria-level="1"><b>Deals:</b> <i><span style="font-weight: 400;">Sales &gt; Deals</span></i></li>
</ul>
<p><span style="font-weight: 400;">You can go to these locations in your<a href="https://app.clickup.com/t/333b1ja"> HubSpot account</a> to check if the assets were created on HubSpot or not.</span></p>
<p><span style="font-weight: 400;">If you don’t see them there, make sure to let us know and we’ll fix it ASAP.</span><b></b></p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/asset-created-on-hubspot/">How can assets are created successfully on HubSpot ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
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		<item>
		<title>What if I don&#8217;t want all the assets this app recommends ?</title>
		<link>https://support.makewebbetter.com/hubspot-apps/what-if-i-dont-want-all-the-assets-this-app-recommends/</link>
		
		<dc:creator><![CDATA[sanjeevmaurya]]></dc:creator>
		<pubDate>Thu, 14 Jul 2022 09:31:44 +0000</pubDate>
				<guid isPermaLink="false">https://support.makewebbetter.com/?post_type=epkb_post_type_6&#038;p=4494</guid>

					<description><![CDATA[<p>There are several assets this Onboard Assistant recommends to create in your HubSpot portal. Many of them would be useful but some may not be appropriate for your business. In this case, you can simply skip creating those assets in your HubSpot portal. For that, just uncheck the assets you don’t want to create in [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/what-if-i-dont-want-all-the-assets-this-app-recommends/">What if I don&#8217;t want all the assets this app recommends ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">There are several assets this Onboard Assistant recommends to create in your HubSpot portal.</span></p>
<p><span style="font-weight: 400;">Many of them would be useful but some may not be appropriate for your business.</span></p>
<p><span style="font-weight: 400;">In this case, you can simply skip creating those assets in your HubSpot portal.</span></p>
<p><span style="font-weight: 400;">For that, just uncheck the assets you don’t want to create in your HubSpot CRM and they won’t be added to your portal.</span></p>
<table>
<tbody>
<tr>
<td>
<p><b>Note:</b> <i><span style="font-weight: 400;">Some assets are dependent on one another. For example, a workflow will be dependent on the emails, lists or properties it uses. So in this case, you have to create those assets in order to build the dependent assets.</span></i></p>
</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/what-if-i-dont-want-all-the-assets-this-app-recommends/">What if I don&#8217;t want all the assets this app recommends ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
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		<item>
		<title>How this app will help you in HubSpot Onboarding ?</title>
		<link>https://support.makewebbetter.com/hubspot-apps/app-helps-in-hubspot-onboarding/</link>
		
		<dc:creator><![CDATA[sanjeevmaurya]]></dc:creator>
		<pubDate>Thu, 14 Jul 2022 06:04:07 +0000</pubDate>
				<guid isPermaLink="false">https://support.makewebbetter.com/?post_type=epkb_post_type_6&#038;p=4491</guid>

					<description><![CDATA[<p>This app helps you in HubSpot Onboarding by shortening the prolonged onboarding process into minutes. It comes with assets like Workflow, Emails, Forms, Deals Stages, Lists, Properties and more. You can create these expert-recommended assets in your HubSpot portal in a few clicks to get up and running with HubSpot in no time. This onboards [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/app-helps-in-hubspot-onboarding/">How this app will help you in HubSpot Onboarding ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">This app helps you in HubSpot Onboarding by shortening the prolonged onboarding process into minutes.</span></p>
<p><span style="font-weight: 400;">It comes with assets like Workflow, Emails, Forms, Deals Stages, Lists, Properties and more.</span></p>
<p><span style="font-weight: 400;">You can create these expert-recommended assets in your HubSpot portal in a few clicks to get up and running with HubSpot in no time.</span></p>
<p><span style="font-weight: 400;">This onboards you over the platform in a few minutes as compared to a full-fledged HubSpot Onboarding service that takes weeks or months to complete.</span></p>
<p><span style="font-weight: 400;">You can get started with this app and set up your HubSpot software in a few steps.</span></p>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Select your HubSpot portal</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Enter your business details</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Select the assets you want to create</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Click create and you’ll be good to go</span></li>
</ol>
<p><span style="font-weight: 400;">You’ll now have all the HubSpot assets you require in your business to move forward and accelerate your growth.</span></p>
<table>
<tbody>
<tr>
<td>
<p><b>Note:</b> <i>Do not compare the HubSpot Onboarding process with this application since that is a comprehensive service that takes care of every nitty gritty. While this app gives you a start to get up and running with the software.</i></p>
</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/app-helps-in-hubspot-onboarding/">How this app will help you in HubSpot Onboarding ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
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		<title>What assets this app can create in HubSpot portal ?</title>
		<link>https://support.makewebbetter.com/hubspot-apps/app-creates-in-hubspot/</link>
		
		<dc:creator><![CDATA[sanjeevmaurya]]></dc:creator>
		<pubDate>Thu, 14 Jul 2022 05:50:31 +0000</pubDate>
				<guid isPermaLink="false">https://support.makewebbetter.com/?post_type=epkb_post_type_6&#038;p=4488</guid>

					<description><![CDATA[<p>There are multiple assets this app creates in the HubSpot portal. Here’s the list of these assets: Properties Lists Workflows Emails Forms Deals and more. On top of that, these assets will also contain multiple entities under them. For example, in the properties section, there’ll be multiple properties you can create from the app to [&#8230;]</p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/app-creates-in-hubspot/">What assets this app can create in HubSpot portal ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">There are multiple assets this app creates in the HubSpot portal.</span></p>
<p><span style="font-weight: 400;">Here’s the list of these assets:</span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Properties</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Lists</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Workflows</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Emails</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Forms</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Deals and more.</span></li>
</ul>
<p><span style="font-weight: 400;">On top of that, these assets will also contain multiple entities under them. For example, in the properties section, there’ll be multiple properties you can create from the app to your HubSpot portal. The same goes for all other assets as well.</span></p>
<p>The post <a rel="nofollow" href="https://support.makewebbetter.com/hubspot-apps/app-creates-in-hubspot/">What assets this app can create in HubSpot portal ?</a> appeared first on <a rel="nofollow" href="https://support.makewebbetter.com">MakeWebBetter Support</a>.</p>
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