The HubSpot mobile app lets your sales and customer service teams access contacts, deals, tasks, and conversations from their phones. Whether you’re following up on a lead between meetings or checking a deal’s status before a call, the app covers the most-used parts of your CRM without needing to open a laptop.
This guide covers what the HubSpot mobile app does well, how to set it up, and which features your team will use most.
The HubSpot app is available on iOS and Android. Search “HubSpot” in the App Store or Google Play. Log in with your HubSpot credentials — the same username and password you use on desktop.
Go to Settings > Notifications in the app and turn on alerts for the activities that matter: new contact assignments, task reminders, deal stage changes, and conversation replies. Selective notifications mean you get the signals you need without constant interruption.
Link your Google or Outlook calendar so meetings sync automatically. Your HubSpot tasks and scheduled meetings appear in one place alongside your personal calendar events.
The app lets you customise the home view with quick-access tiles: recent contacts, open tasks, or deal summaries. Set it to show what you check most often so the first thing you see is useful.
What can you actually do in the HubSpot mobile app?
The mobile app mirrors most of the day-to-day CRM tasks without the full reporting and settings suite. Here is what works well on mobile:
- View and update contacts and companies. Pull up a contact record, check their activity timeline, log a note after a call, or update a property. The record view shows all the same fields as desktop.
- Manage deals. Move deals between pipeline stages by tapping the stage name and selecting the new one. Add notes, tasks, and attachments directly to a deal record.
- Log calls. The app includes a built-in calling feature for accounts with Sales Hub. Calls are logged automatically to the contact record with the outcome and duration.
- Reply to conversations. Your shared inbox threads appear in the app. You can respond to live chat conversations, email threads, and WhatsApp messages (if connected) from the conversations view.
- Complete and create tasks. See your task queue, mark tasks complete, or add new ones with due dates and assignees.
- Check your dashboard. A simplified version of your reports appears in the app — useful for a quick top-line read on deals, contacts added, or emails sent.
Which features are desktop-only?
The mobile app is designed for action and quick updates, not configuration. Some things you cannot do on mobile:
- Build or edit workflows and sequences
- Set up forms, landing pages, or email campaigns
- Configure pipelines, custom properties, or user permissions
- Build reports or edit dashboards
- Use the marketing calendar or content strategy tools
These remain desktop tasks. The app handles in-the-field work; admin and strategy work happens on desktop.
How does the business card scanner work?
The app includes a business card scanner. Point your camera at a card and HubSpot reads the name, title, company, phone, and email, then creates a new contact record. It is not perfect for non-Latin scripts, so review the parsed fields before saving, especially if names or addresses include Thai characters.
Once saved, the contact goes straight into your CRM, and any workflow enrolled on contact creation will trigger as normal.
Can you use HubSpot mobile offline?
The app requires an internet connection to sync data. If you lose signal, you can still view recently loaded records, but any edits will not save until the connection restores. For teams working in areas with patchy connectivity, this is worth knowing before a client site visit.
Tips for getting your team to actually use it
Mobile CRM adoption often stalls because the default experience is too noisy or the use case is unclear. A few practices help:
- Turn off notifications for events the rep does not act on from their phone. Too many alerts and people disable them all.
- Add task reminders for follow-ups immediately after a call. The habit of opening the app and logging notes while the meeting is fresh is more reliable than doing it later on desktop.
- Use the quick-call log for brief check-in calls. The two-tap flow (call, then log outcome) is faster than any desktop equivalent.
- Brief the team on what the app is for: daily task management, quick contact updates, call logging. Not reporting, not campaign setup. Clear scope reduces friction.
What is the difference between the iOS and Android versions?
HubSpot maintains feature parity between iOS and Android, though new features occasionally roll out to iOS first. Both versions receive regular updates. If your team uses a mix of devices, the experience is consistent enough that it does not affect which platform they use.
FAQ
Is the HubSpot mobile app free?
The app is free to download and includes access to whatever HubSpot tier your portal is on. There is no separate mobile subscription. Free CRM users can access the app; Sales Hub Professional users get the full calling and sequence features available to their tier.
Can multiple users share one HubSpot portal through the app?
Yes. Each user logs in with their own credentials and sees contacts, deals, and tasks according to their assigned permissions. A sales rep sees their own tasks and the contacts they own; a manager with broader permissions sees more.
Does the app support two-factor authentication?
Yes. If your HubSpot account requires 2FA, the mobile login process includes it. HubSpot supports authenticator apps such as Google Authenticator or Authy for the second factor.
How do I stop the app from sending too many notifications?
Go to the app’s Settings, then Notifications, and deselect any event types you do not need alerts for. You can also manage notification preferences at the HubSpot account level under your profile settings on desktop, which syncs to the app.
An independent informational resource produced by a HubSpot Platinum Partner. HubSpot is a trademark of HubSpot, Inc.
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