Configure Hubspot social account settings step by step

Managing social media directly from Hubspot helps your team streamline publishing, approvals, and reporting. This guide walks you through every important social account setting so you can control access, defaults, and notifications with confidence.

The instructions below are based on the official Hubspot knowledge base and apply to connected social accounts in the social publishing tool.

Access your Hubspot social settings

Before you change individual account options, you need to open the social settings area in your portal.

1. Sign in to your account.
2. In the main navigation bar, click Marketing > Social.
3. In the social tool, go to the settings icon or Settings link.
4. Select the social account you want to configure from the list of connected channels.

Once selected, you will see options specific to that profile, such as publishing preferences, permissions, and notification controls.

Hubspot social publishing defaults

Publishing defaults help your team post more consistently and avoid repetitive manual choices. In the social settings panel, adjust the following options for each account.

Set default publishing schedule in Hubspot

When you connect an account, a default publishing schedule is created. You can customize this schedule so that pre-set times appear automatically when you schedule posts.

1. In social settings, select the account (for example, X, LinkedIn, or Facebook).
2. Locate the Publishing schedule or similar section.
3. Add, edit, or remove default posting times for each day of the week.
4. Save your changes so future scheduled posts can use these times quickly.

Using a consistent schedule makes it easier to maintain a regular posting cadence while working inside the Hubspot social composer.

Choose default social campaign and URL tracking

For more accurate analytics, you can set campaign and tracking defaults per social account.

• Default campaign: Assign a campaign so that new social posts are automatically associated with a specific marketing initiative.
• Tracking parameters: Confirm that automatic tracking is turned on so links shared from the social tool include UTM parameters by default.

These settings improve reporting in your analytics tools and keep your campaign performance organized.

Hubspot social account permissions

Permissions control who in your organization can publish, schedule, or draft posts on connected channels. Properly configuring this area reduces risk and keeps your brand voice consistent.

Set account-level access in Hubspot

You can grant or limit user permissions per connected profile.

1. In the social settings screen, select a social account.
2. Locate the Permissions or Access settings section.
3. Review user or team lists that have access to this specific account.
4. Assign appropriate permission levels, such as:

• Publish – Can create and publish posts immediately.
• Schedule – Can schedule content for future dates.
• Draft only – Can create draft posts but not publish.

Adjust these levels to match each team member’s responsibilities and your internal approval workflow.

Restrict publishing from certain Hubspot tools

Some teams prefer to centralize social publishing in the main social tool only. In that case, you can restrict publishing from other connected tools.

• Disable social sharing from specific content tools if you want all posts created in the dedicated social interface.
• Use restriction settings to prevent new or inexperienced users from posting directly to live channels.

Clear restrictions help protect your brand and make sure posts pass through the right review steps before going live.

Hubspot social notifications and alerts

Notification preferences ensure the right people receive alerts about social activity, mentions, or connection issues. You can tailor these alerts to reduce noise while still staying informed.

Configure social engagement notifications in Hubspot

For supported networks, you can receive notifications about interactions such as comments, mentions, or replies.

1. Navigate to your social settings.
2. Open the Notifications section for the selected account.
3. Choose which event types should trigger alerts, such as:

• New comments on posts
• Mentions of your handle or page
• Direct messages or replies (where supported)

These notifications can often be routed through email or in-app alerts, depending on your account configuration.

Set connection and error alerts in Hubspot

If a connected social account loses authorization, your publishing may fail. Set up alerts so your team can resolve problems quickly.

• Turn on alerts for failed post publishing attempts.
• Receive notifications when an account connection expires or requires reconnection.
• Designate an owner or team responsible for reconnecting profiles promptly.

Monitoring these alerts helps avoid gaps in your content calendar and keeps scheduled posts going out on time.

Network-specific Hubspot social options

Different social networks allow different settings within the tool. Some options may only appear for certain channels such as X, LinkedIn, Facebook, or Instagram.

Profile-specific settings in Hubspot

Depending on the network, you might see additional controls like:

• Choosing which page or profile is the default for publishing when multiple are connected.
• Configuring visibility defaults (public vs. restricted audiences where applicable).
• Adjusting supported media types and character limits.

Review these options for each profile to ensure they align with your brand guidelines and channel strategy.

Review posting limitations and best practices

Networks may enforce rate limits or content rules that affect how you schedule posts from the social tool.

• Avoid scheduling too many identical posts across multiple channels.
• Respect character limits and preview post formats before publishing.
• Use native features where supported, such as image carousels or link previews.

Following platform best practices will improve engagement and reduce the chance of errors during publishing.

How to troubleshoot Hubspot social account issues

When posts fail or metrics look incomplete, it is often due to connection settings or permission changes on the social platform side.

Reconnect a social account in Hubspot

1. Go to the social settings area.
2. Identify any profile displaying an error or warning icon.
3. Click to review details and select the Reconnect option.
4. Authorize access again on the social network, making sure you grant all requested permissions.

After reconnecting, test by publishing a small post or scheduling a message to verify everything works correctly.

Verify permissions and admin access

If reconnecting does not solve the problem, confirm that your user still has admin or required access on the social network itself.

• Check page or profile role settings on the external platform.
• Ensure your account has publishing rights.
• Update roles if they changed recently due to team restructuring.

Correcting external roles often resolves publishing and reporting discrepancies inside the tool.

Learn more and optimize your Hubspot setup

To dive deeper into every available social account setting, refer to the official documentation at this Hubspot social account settings article. It provides the most up-to-date details for each network and subscription tier.

If you need strategic help implementing a scalable social strategy, you can work with specialists who understand the platform’s marketing and CRM capabilities. For consulting and implementation support, visit Consultevo to explore professional services tailored to your stack.

By carefully configuring social publishing defaults, permissions, and notifications, your team can use Hubspot social tools more efficiently, protect brand safety, and gain reliable performance data across every connected channel.

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