Connecting Social Accounts to HubSpot

A detailed guide on how to connect your social media accounts to HubSpot for Social Management.

Objective

To connect social media accounts to HubSpot for effective social media management, monitoring, and analysis.

Key Steps

1. Navigate to your profile and preferences by clicking on your picture and company name, then select "Profile and Preferences."

2. Click on "Marketing" and then "Social" in the sidebar.

3. Click on the "Connect" button next to the social media account you want to connect.

4. Follow the prompts to log in to your social media account.

5. Select the specific account you want to connect and click "Connect."

6. Set up any auto-publishing options if applicable.

7. Review post visibility, account access, and default settings.

8. Repeat the process for each social media account you want to connect.

9. Start using the social tool by creating a social post, selecting accounts, typing messages, setting dates and times, attaching to a campaign, reviewing, and scheduling the post.

10. Monitor posts, conversations, and analytics in the social tool.

Cautionary Notes

• Ensure you are logged into the correct social media account before connecting.

• Be cautious with auto-publishing options to avoid unintended posts.

• Double-check settings for post visibility and account access to maintain security.

Tips for Efficiency

• Connect all relevant social media accounts at once to streamline the process.

• Utilize the auto-publishing feature for blog posts if applicable.

• Attach posts to campaigns for better tracking and analytics.

• Review and schedule posts in advance to maintain a consistent social media presence.

By following these steps, you will successfully connect your social media accounts to HubSpot and leverage its features for efficient social media management. If you encounter any difficulties, reach out to the projects team at projects@processology.net for assistance.