Onboarding Checklist

Getting started with HubCreate is easy! Our onboarding checklist is designed to help you set up HubCreate and ensure you're ready to deploy assets and packages to your HubSpot accounts. Here’s what you need to do to get started:

Onboarding Checklist Overview:

1. Step 1: Connect Your First HubSpot Account: To get started, you need to connect your first HubSpot account. Once connected, you’ll be able to deploy assets and manage them directly from HubCreate.
2. Step 2: Import Assets from Your HubSpot Portal: Next, you need to import assets from your HubSpot account to start using them in HubCreate. Once assets are imported, you can organize and deploy them efficiently.
3. Step 3: Create a Custom Package: Once your assets are imported, you can create a custom package for deployment. Packages help you group and organize assets for streamlined deployment to HubSpot.
4. Step 4: Make Your First Deployment: Finally, it’s time to make your first deployment! Once your package is ready, deploy it to your connected HubSpot account. This will push the selected assets into HubSpot and make them ready for use.

Once you've completed the steps above, HubCreate will be fully set up and you'll be ready to deploy assets to your HubSpot accounts. Stay on top of your deployment activities and keep track of your progress through the dashboard.