Talk with a Pro
Back

Navigating Presets in Your HubSpot Instance [Video]

user Adam Sharrow
process_pro_img

Simplify in HubSpot

Want to simplify your user management strategy? Set up presets, which allows the user to set default homepages and notification settings for a select group within an instance. Learn more about this quick and easy trick to streamline steps for your team.

Are you looking to move to HubSpot? Schedule time for a complimentary session. 
Videos
Related Resources
Meet the Team [Video]
Meet the Team [Video]
Videos
Process Pro Team Retreat 2025 - Santa Monica, CA [Video]
Process Pro Team Retreat 2025 - Santa Monica, CA [Video]
Videos
Upgrade Your HubSpot Index Page by Freezing Your Columns [Video]
Upgrade Your HubSpot Index Page by Freezing Your Columns [Video]
Videos

Lean on the Pros

Let's solve your problems. Book a consultation so we can learn more about where you are in your HubSpot journey and get you started on a success plan.

Book Now

Heading 1

with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.