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HubSpotモバイルアプリでレコードを作成して管理する

customersupport@hubspot.com (HubSpot Support) — Mon, 02 Feb 2026 07:05:52 GMT

If you’re on a mobile device, you can interact with your contact, company, deal, ticket, lead, and custom object records in the HubSpot mobile app. This allows you to access and manage your data on the go. For example, you can add contacts from an in-person sales meeting or log a call you made at a café. You can navigate to your records using the navigation shown below, or by clicking a direct link to a record from another app on your phone.

If you’re using HubSpot on your computer, learn how to work with records on the desktop app.

セグメントへのレコードの追加と削除

customersupport@hubspot.com (HubSpot Support) — Mon, 02 Feb 2026 07:05:36 GMT

With segments (previously lists) in HubSpot, you can group records and use that segment in other HubSpot tools such as marketing emails, campaigns, or feedback surveys. Depending on the type of segment, you'll add records to the segments in different ways.

The two types of segments are:

Active segments: automatically add or remove records based on criteria. Records will join the segment only when they meet the criteria and leave the segment only when they no longer meet the criteria. Learn more about active segments.
Static segments: don't automatically update record membership after creation. A static segment includes records that meet a set criteria at a moment in time or that you've manually added. Learn more about static segments.

When you want to add or remove records from a segment, first identify the type of segment next to the segment's name.

ナレッジ保管場所でBreezeコンテキストを管理

customersupport@hubspot.com (HubSpot Support) — Mon, 02 Feb 2026 07:05:10 GMT

In Breeze studio, you can create and manage knowledge vaults that provide agents and assistants with additional context about your business. For example, you can upload PDFs with descriptions of your products or link to all contacts created from a specific campaign.

マーケティングスタジオを使用してキャンペーンを作成する

customersupport@hubspot.com (HubSpot Support) — Mon, 02 Feb 2026 07:04:48 GMT

マーケティングスタジオでは、キャンペーンデザイン、アセットの作成、計画の実行を1つのワークスペースで行えます。マーケティングスタジオでは、ツールを切り替えなくても、さまざまなチャネルでキャンペーンの計画やアセットの作成を行うことができます。

マーケティングスタジオでAIを使用してキャンペーンを生成する際には、キャンペーン名、目標、オーディエンス、予算といった重要な項目が追加されます。ビルトインのトラッキング機能を使って、AIが推奨するアセットをマーケティングスタジオに直接追加することもできます。

マーケティングスタジオを使用するには、[ 生成AIツールおよび機能へのアクセス権をユーザーに付与 ]AI設定を有効にする必要があります。AI設定の管理について詳細をご確認ください。

HubSpotとJiraの接続(データ同期)

customersupport@hubspot.com (HubSpot Support) — Mon, 02 Feb 2026 07:04:24 GMT

Connect HubSpot and Jira to sync your HubSpot tickets with Jira issues. This gives visibility to support teams in HubSpot and Jira to resolve customer issues more quickly. Learn how to connect your Jira workspace and configure the sync to fit your business needs.

HubSpotにセンシティブデータを保存する

customersupport@hubspot.com (HubSpot Support) — Mon, 02 Feb 2026 07:03:46 GMT

Store sensitive information in your HubSpot account with Sensitive Data. Create custom properties that store Sensitive Data (e.g., personal identification, financial, health, or medical information) or Highly Sensitive Data (e.g., social security numbers).

Apple IDを使用してHubSpotに登録し、ログインする

customersupport@hubspot.com (HubSpot Support) — Mon, 02 Feb 2026 04:25:16 GMT

When you create a HubSpot account using your Apple ID on an Apple mobile device or desktop, you can sign in with Apple ID instead of a password. You can also authenticate using Touch ID, Face ID, or your device passcode. If you have an existing HubSpot account, you can sign in with Apple ID as long as your HubSpot user email address matches your Apple ID email address.

ページのスタイル指定のソースを理解する

customersupport@hubspot.com (HubSpot Support) — Sat, 31 Jan 2026 00:12:11 GMT

There are multiple places where content styling can be added in HubSpot, and it is applied in a specific order based on where it's added. In this article, learn how styling is applied, how to find styling on a live page, and how to get help with design edits.

AI設定を管理する

customersupport@hubspot.com (HubSpot Support) — Sat, 31 Jan 2026 00:11:37 GMT

HubSpot’s AI settings give you control over how generative AI is used across your account. Configure access to AI features, manage which data sources are used, and ensure AI-generated content is tailored to your organization.

ユーザー権限を管理する

customersupport@hubspot.com (HubSpot Support) — Sat, 31 Jan 2026 00:11:27 GMT

User permissions define which users have access to specific tools or can complete specific tasks within HubSpot. User permissions specify the type of interaction a user can have, such as viewing, creating, editing, or deleting. Users need to log out of the account and back in before updates to their permissions will take effect. You can view a user's permissions history to track their permission changes over time. Learn more about each user permission.