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Managing User Domain Settings in HubSpot

A guide to optimizing user permissions, domain connections, and email configurations in HubSpot.

Overview

This article provides guidance on managing user and domain settings within HubSpot, focusing on user permissions, domain connections, and email configurations. By following these steps, you can troubleshoot common issues and optimize your HubSpot setup for better functionality.

1. Verifying User Permissions for Free Tier Accounts

Before adding additional users, it is essential for HubSpot free tier account holders to verify their email accounts.

  • Verification Requirement: Ensure your email domain matches the domain associated with your HubSpot account and that there is an active website at that domain.

2. Addressing Domain Connection Issues

If you experience problems with domain connections—such as after switching hosting providers (e.g., from GoDaddy to HubSpot)—follow these troubleshooting steps:

  1. Contact your domain registrar to manage your DNS settings.
  2. Confirm that the correct DNS records are established to enable a proper connection with HubSpot.

3. Setting Up Custom Domains for Meetings

To connect a custom domain for scheduling meetings, take the following steps:

  1. Navigate to the domain settings within your HubSpot account.
  2. Connect your main domain or a subdomain (e.g., meetings.mycompany.com) to HubSpot.
  3. Verify that the custom domain is configured to replace the default HubSpot meetings URL (meetings.hubspot.com).

4. Configuring Email Sending Domains

To ensure successful email delivery, correctly configure your email sending domains:

  1. Add the necessary TXT records for SPF and DKIM authentication through your hosting provider.
  2. Double-check your DNS settings to confirm that HubSpot can accurately read these records, which will help prevent email deliverability issues.

5. Managing Multiple HubSpot CRM Accounts

If you intend to connect the same domain to multiple HubSpot CRM accounts, consider the following:

  • Avoiding Domain Conflicts: Use a subdomain for each additional account. This strategy can help prevent email deliverability challenges and domain verification conflicts.

6. Handling Form Submissions and Spam Filters

As of May 16, 2024, HubSpot requires that form submissions come from registered domains. To ensure legitimate submissions are not flagged as spam:

  • Action Steps: Add trusted domains to your HubSpot settings.

Conclusion

By following these guidelines, you can effectively manage user permissions and domain settings in HubSpot, enhancing the user experience and improving email deliverability. For additional support, consult further HubSpot documentation or contact customer support.