HubSpot mobile app: connecting your account and working on the go

The HubSpot mobile app gives users access to essential CRM tools from a supported iOS or Android device.

Once connected, users can view and update records, manage tasks, log activities and make calls while away from their computer. The functionality available to each user will depend on their HubSpot subscription, assigned seat and permissions.

Installing the HubSpot mobile app

The HubSpot mobile app is available through the Apple App Store and Google Play Store.

Before installing it, check that your device uses a supported operating system. HubSpot currently supports:

• iOS 17 or later
• Android 10 or later

For security reasons, HubSpot does not support the mobile app on jailbroken iOS devices or rooted Android devices.

Android users should install the app through the Google Play Store rather than downloading an Android application package from another source.

After installing the app:

1. Open the HubSpot mobile app.
2. Sign in using your usual HubSpot login method.
3. Complete two-factor authentication or your organisation’s Single Sign-On process where required.
4. Select the correct HubSpot account if you have access to more than one.
5. Review the permissions and notifications requested by the app.

Your device will then be connected to your HubSpot account.

What you can do from the mobile app

The HubSpot mobile app provides access to a selection of CRM, sales, marketing and service functionality.

Depending on your access, you may be able to:

• View and update CRM records
• Search for contacts, companies, deals and tickets
• Create notes and tasks
• Log calls, emails, meetings and other activities
• Review and progress deals
• Manage conversations
• Review or manage marketing emails
• Publish and review social posts
• Receive HubSpot notifications

The mobile app does not necessarily provide every feature available in the desktop version of HubSpot. More complex administration, configuration and reporting work may still need to be completed through the desktop platform.

Viewing and updating CRM records

The mobile app allows users to access CRM information while working away from their desks.

For example, a user could:

• Review a contact before a meeting
• Add notes following a customer conversation
• Update a deal after a sales call
• Create a follow-up task
• Check recent activity associated with a company
• Review or update a ticket

Updates made through the mobile app become part of the same CRM record used by the rest of the organisation.

Users should therefore follow the same data quality and activity-logging standards that apply when using HubSpot on a computer.

Making and logging calls

Users can initiate calls from HubSpot records through the mobile app.

The precise experience depends on the device, calling configuration and HubSpot tools available to the user. A call can be placed using the device’s phone service, with the resulting activity logged against the relevant CRM record.

When configured appropriately, this can help users:

• Call contacts directly from their CRM records
• Record call outcomes
• Add notes following a conversation
• Create follow-up tasks
• Keep call activity visible to colleagues

Users should check that the correct contact and record are selected before logging a call.

Call recording must only be used where it is supported and permitted under applicable laws and organisational policies.

Setting up Caller ID

HubSpot Caller ID can display CRM information when an existing HubSpot contact calls the user’s mobile device.

Depending on the device, this information may include the contact’s:

• First and last name
• Associated company
• Associated deal details

Caller ID uses information held in the contact’s Phone number and Mobile phone number properties.

Including the international country code and maintaining consistently formatted telephone numbers can improve matching.

The setup steps and available call-logging options differ between iOS and Android. Android users must grant the app the relevant calling and call-log permissions if they want to use these features.

Users should only allow permissions that are appropriate under their organisation’s security and privacy policies.

Managing mobile notifications

Mobile notifications can help users respond to important activity without continually checking HubSpot.

Depending on the user’s access and configuration, notifications may relate to:

• Assigned tasks and reminders
• Mentions on CRM records
• Contact or company activity
• Live chat conversations
• Conversation assignments and replies
• Other sales, marketing or service activity

Notifications must normally be enabled in both the mobile device settings and the HubSpot app.

Users should select notifications that are relevant to their responsibilities. Enabling too many alerts can make important updates easier to miss, while disabling all notifications could result in delayed follow-up.

HubSpot also allows users to mute notifications temporarily when required.

Securing HubSpot on a mobile device

A mobile device can provide access to customer, commercial and operational information held in HubSpot.

It should therefore be protected in the same way as any other device used to access business systems.

Users should:

• Protect their HubSpot account with two-factor authentication or approved Single Sign-On
• Use a secure PIN, password or biometric device lock
• Enable HubSpot’s Device lock setting
• Keep the mobile operating system and HubSpot app updated
• Avoid using rooted or jailbroken devices
• Avoid sharing devices or login details
• Report lost or stolen devices promptly
• Follow their organisation’s mobile-device and data-protection policies

When HubSpot’s Device lock is enabled, reopening the app requires verification using the mobile device’s supported biometric authentication or PIN.

Users should also avoid displaying sensitive HubSpot notifications on an unlocked screen where other people could read them.

Keeping the app updated

HubSpot regularly updates its mobile app to introduce features, correct issues and maintain compatibility and security.

Automatic app updates can be enabled through the device’s App Store or Google Play settings. Users can also check for and install updates manually.

Keeping the app updated reduces the risk of users experiencing problems that have already been resolved in a newer version.

Preparing users for mobile access

Before mobile access is introduced more widely, your organisation should decide how it expects users to access and use HubSpot from their devices.

This should include:

• Which roles require mobile access
• Whether personal devices can be used
• Which activities users are expected to log
• Whether Caller ID should be enabled
• Which device permissions are acceptable
• How lost or stolen devices should be reported
• What security controls users must apply
• Which notifications are appropriate for each role

Users should also confirm that they are connected to the correct HubSpot account and can access the records and tools required for their role.

What to remember

The HubSpot mobile app gives users access to important CRM information and activities while they are away from their computers.

A successful setup involves more than installing the app. Users should sign in securely, select the correct account, configure relevant notifications and calling options, and understand how mobile activity becomes part of the organisation’s shared CRM data.

Mobile access should always be supported by appropriate permissions, device security and clear expectations about how customer information is handled.

What can Forbidden help with?

Forbidden can help your organisation introduce the HubSpot mobile app as part of a wider user adoption and CRM governance approach.

This can include:

• Helping users connect and navigate the mobile app
• Reviewing user access, seats and permissions
• Configuring appropriate calling and activity-logging processes
• Supporting mobile notifications and user preferences
• Establishing consistent CRM working practices
• Providing practical HubSpot training for sales and service teams

Your organisation remains responsible for its device-management, information-security, privacy and call-recording policies.

Further information

• Install the HubSpot mobile app
• Manage Caller ID, contact synchronisation and call logs
• Manage notifications from the HubSpot mobile app