How to Update Your Hubspot Account Name and Company Information

Keeping your Hubspot account details accurate is essential for clean billing, correct branding on emails, and clear user access management. This guide walks you step by step through updating your account name, company information, address, and other core profile settings inside Hubspot.

Understanding Hubspot Account and Company Settings

Before you change anything, it helps to know where Hubspot stores key details about your account and company. These settings control what appears on invoices, internal notifications, and many areas of your portal.

In your account settings, you can configure:

• Account name and branding label
• Company name and main contact details
• Physical address for billing and compliance
• Industry and company size information
• Default locale, language, and time zone

Some changes require specific user permissions, so ensure you have appropriate access before proceeding.

Accessing Your Hubspot Account Settings

All account and company details are managed from the main settings area in Hubspot. To open it:

1. Sign in to your Hubspot account.
2. In the main navigation bar, click the settings gear icon, usually located in the top-right corner.
3. This opens the settings dashboard, where the left sidebar lists all configuration sections.

From here, you will adjust both account-level and company-level information as needed.

How to Change Your Hubspot Account Name

The account name is what users see when they switch between portals and what appears in internal areas of Hubspot. To update it:

1. In the settings dashboard, use the left sidebar to navigate to the section that lists your current account or portal name.
2. Locate the account name field at the top of the page.
3. Click inside the field, remove the old name, and type your new account name.
4. Confirm any on-screen prompts or save changes if a button appears.

Once saved, the updated account name will appear in the Hubspot portal selector, user invitations, and other internal references.

Edit Company Information in Hubspot

Company information in Hubspot is used in billing, legal, and communication contexts, so accuracy is important. Typical data points include your legal company name, website domain, and main contact email.

Steps to Update Core Company Details in Hubspot

1. From the settings dashboard, open the Account or Account Defaults section (label may vary based on your subscription).
2. Find the company details area, which usually shows:
   • Company name
   • Primary company email
   • Company website
   • Main phone number
3. Click into each field you need to edit and enter the correct information.
4. Review for spelling, capitalization, and legal naming accuracy.
5. Save or apply changes at the bottom or top of the section.

These fields may appear on invoices, quotes, or internal notices generated inside Hubspot, so double-check accuracy.

Update Your Hubspot Company Address

Your physical address is often used for billing and compliance features in Hubspot, including marketing email footers that require a valid mailing address.

Editing the Address in Hubspot Settings

1. In the settings panel, scroll to the section labeled for address or company address.
2. Enter or edit the following fields as needed:
   • Street address
   • City
   • State or region
   • Postal or ZIP code
   • Country
3. Ensure the country and region names match postal standards.
4. Save changes to apply the updated address across your Hubspot tools.

After updating, check any email templates or legal footers to confirm the new address is displayed correctly.

Configuring Default Locale and Time Settings in Hubspot

Locale and time settings control how dates, numbers, and times display in Hubspot, as well as the default time zone used for logged activities and scheduled tasks.

Adjust Language and Region in Hubspot

1. Open the account or profile settings area that manages default language and region.
2. Select your preferred language from the dropdown menu.
3. Choose the region or locale that matches your business location (for example, US, UK, EU).
4. Confirm changes so date formats, number formats, and system messages update accordingly.

Set Time Zone Defaults in Hubspot

1. In the same settings area, locate the time zone field.
2. Pick the time zone that matches your main office location or operational hub.
3. Save changes to ensure meetings, tasks, and workflows in Hubspot use the correct time.

When teams spread across regions, ensure each user also checks their own user-level time zone preferences for accuracy.

Manage User Access to Hubspot Account Changes

Not every user should be able to edit account-level details. Hubspot uses permissions to control who can change account name, company information, and billing-related data.

Reviewing Permission Requirements in Hubspot

To adjust who can update these settings:

1. Open the Users & Teams section in settings.
2. Select a user to review their permissions.
3. Look for permissions related to Account, Settings, or Billing.
4. Grant or restrict access based on your internal policies.

Only trusted administrators should have full access to account-wide Hubspot settings that affect billing and compliance.

Best Practices for Maintaining Accurate Hubspot Information

Once your details are updated, establish a simple process to keep them current. This avoids issues with invoices, email compliance, and reporting.

• Review account and company info at least twice a year.
• Update your Hubspot settings immediately after a company name, address, or domain change.
• Document who is responsible for account-level maintenance.
• Audit user permissions after staff changes so only the right people can change Hubspot settings.

Where to Find Official Hubspot Instructions

For the most accurate and current steps, refer to the official documentation. Hubspot regularly updates the interface, and the help center reflects those changes.

You can read the official instructions here: Update your account name and company information in Hubspot.

Get Additional Help Optimizing Hubspot

If you want hands-on help optimizing your CRM strategy, data structure, or integrations beyond the basic settings covered here, consider working with a specialist partner. For strategic CRM, marketing automation, and RevOps guidance that complements your Hubspot setup, visit Consultevo for expert support.

By regularly reviewing and updating your account name, company information, address, and locale, you ensure your Hubspot portal stays aligned with your business, remains compliant, and delivers consistent, accurate data to every user.

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