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You have a client who is already using HubSpot’s marketing platform and wants to try out HubSpot CRM. How do you get them started?

  • By going to and creating a CRM account
  • By adding the CRM to their existing portal
  • Reach out to your Channel Consultant to create a new portal that includes marketing and CRM
  • Have your client contact HubSpot Support to enable this in their portal