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HubSpot Essentials - Module #1

Amy Lemnah

Created on August 15, 2023

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Transcript

Hubspot Essentials Module 1 - Logging In

This module will cover the procedures for accessing HubSpot. You will learn how to log in through your Okta dashboard (when accessible) and also via the web browser link, utilizing your eXp single sign-on credentials. Click the blue circle icons to interact with this course.

Logging in from Okta

Locating the HubSpot tile

Locate and click the eXpi Okta Tenant tileto open your secondary dashboard with additional applications.

exprealty.okta.com

Logging in from web browser

Visit https://app.hubspot.com/login

Locate and click the Log in with SSO button and sign in using your staff single sign on credentials (SSO).

Unable to log in?

Are you signing in correctly?

Do you have the correct access?

Are you looking in the right place?

Troubleshooting Tips

Were you able to successfully log into HubSpot?

HubSpot Essentials - Checkpoint

Module 1 - Logging In

Were you able to successfully log into and open HubSpot?

Yes, I'm in!

No, I need assistance.

Congratulations!

You may move on to the next module.

Still Having Trouble?

Inform your manager of your ongoing access issues. You may also email servicedesk@exprealty.net for additional support.

Are you signing in correctly?

Verify that you are using your staff single sign on credentials (SSO) to log into your Okta dashboard, or when using the HubSpot browser link.

After clicking the eXpi Okta Tenant tile, locate and click the HubSpot tile to log in.

Do you have the correct access?

Consult with your manager to verify that the appropriate access has been requested.

Are you looking in the right place?

Be sure you are looking under the eXpi Okta Tenant tile on your Okta dashboard.

  • Click on the eXpi Okta Tenant tile and then click on the HubSpot tile.