Create your workspace

When you sign up for HubSlot, a setup wizard guides you through creating your workspace in a few steps. Here is what each step does.

Enter a workspace name (required) and optionally your website domain and business sector. The name identifies your brand or company throughout the platform.

Choose whether you are a retailer with an online store (ecommerce) or a retailer without ecommerce. This affects which integrations are offered during setup.

On Pro plans and above, HubSlot can automatically generate your Groups, Channels, and Touchpoint structure. You have three options:

URL: paste your website address. HubSlot scans your brand and proposes a structure. You can also select which social channels to include (Instagram, Facebook, TikTok, YouTube, Pinterest, LinkedIn, X) and toggle Email.

File upload: upload an Excel, CSV, or image file to seed your structure.

Skip: set everything up manually later. Starter plan users always use this option.

If you used AI setup, review the proposed Groups, Channels, and Touchpoints. You can toggle individual items on or off and remove anything you don't need before continuing.

Select at least one geographic market for your workspace. You cannot proceed without choosing a market. If you operate across multiple countries, you can add further markets later from Settings.

HubSlot runs a background scan to extract your brand colours, logo, and tone of voice. This step is non-blocking, you can continue while it runs. The results are editable from Settings afterwards.

If you are an ecommerce retailer, you can connect your Shopify store here to enable sales reporting. Google Ads and Meta are visible but marked as coming soon.

Your workspace is ready. You will be directed to Campaigns or Touchpoints to start planning.