Inbound Marketing & Sales Development Inspiration

Setting Up HubSpot for Credit Unions: 5 Crucial Steps for Success

Posted May 21, 2024
3 minute read

Implementing new software like HubSpot at your credit union can be a game-changer for your marketing efforts, but laying the groundwork for success is crucial. 

Preparation ensures your HubSpot implementation is smooth, efficient, and effective. In this post, we'll explore the steps you should take in the first 6 months to set your credit union up for success with HubSpot.

Would you prefer to watch the webinar? You can get more details in depth by watching here: Laying the Groundwork for HubSpot Success.

Here is a concise overview of the 5 crucial steps to set your credit union up for success with HubSpot.

1. Define and Prioritize Your Goals

Before diving into HubSpot, take the time to define and prioritize your goals. What do you want to achieve with HubSpot?

Is it primarily a marketing tool, a sales tool, or a service and operational tool?

While HubSpot can serve all these functions, it's essential to identify your top priorities. This will help guide your decision-making around which HubSpot tools and features to focus on first.

2. Understand Your Available Resources and Time

Take stock of your available resources and time. Who will be using HubSpot the most? What does your existing tech stack look like?

Document these details to ensure a smooth integration with HubSpot. Also, consider the time your team can realistically dedicate to learning and implementing HubSpot.

Setting realistic expectations upfront will help prevent delays and frustration down the line.

3. Focus on Key Setup Tasks in the First 6 Months

In the first 6 months, focus on the following key setup tasks:

  • User Access: Determine who needs access to HubSpot and set up user accounts with appropriate permissions.
  • Data Setup: Plan and execute the integration of your core systems data into HubSpot (more on this later).
  • Site Tracking: Install HubSpot's website tracking code to gather valuable user interaction data.
  • Settings Management: Configure your HubSpot settings, including email defaults, notification preferences, and more.

4. Launch 1-2 Simple Campaigns

To build confidence and consistency with HubSpot, aim to launch 1-2 simple campaigns in the first 6 months. These could be lead nurturing campaigns based on website interactions or abandoned application campaigns.

Starting with straightforward campaigns will help your team get hands-on experience with HubSpot's features and provide early wins to build momentum.

5. Start with One Department, Then Expand

While HubSpot can benefit multiple departments, it is often best to start with one department and expand later. For most credit unions, starting with the marketing team makes sense. This lets you focus, build familiarity with the platform, and get early wins before bringing other departments on board.

By laying this groundwork in the first 6 months, you'll set your credit union up for long-term success with HubSpot. Remember, HubSpot is a powerful tool but not a magic wand. It takes planning, effort, and consistency to realize its full potential. But by following these steps, you'll be well on your way to HubSpot success.


We have created a 60+ page detailed guide especially for Credit Union Marketer's looking to implement HubSpot. Would you like a copy? Just click below! 

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Download Credit Union Marketer's eBook


Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

Caroline was born and raised in Richmond, VA, and earned a bachelor’s degree in Marketing from the VCU School of Business. She has over a decade of experience in digital marketing and is passionate about all things HubSpot from data management to content marketing and automation. Caroline’s proudest professional achievement to date was winning a HubSpot Impact Award for a client’s inbound marketing campaigns and outcomes that utilized HubSpot’s CRM, Marketing, and Sales Hubs. Prior to WebStrategies, Caroline has experience working in agency account management, HubSpot strategy, as well as digital marketing execution for a national nonprofit health organization. Her professional mission statement is to identify processes and communication that can be automated and create the digital infrastructure to support that automation thus making space for teams to focus on the human work that can’t (and shouldn’t) be replaced by automation for businesses to create better relationships with their prospects and customers.

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