---
title: HubSpot Company Creation Process
description: Step-by-step process for creating a new school company record in HubSpot, including required fields, validation, and compliance notification.
---
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# HubSpot Company Creation Process
# HubSpot Company Creation Process
**Assigned To:** Luke Sanchez, Victor Alfaro
**Category:** Student Life Cycle
**Department:** Marketing, Technology
**SOP Rule:** Trigger
**Status:** Approved and Implemented
## Purpose
Defines the process for creating a new company record in HubSpot to ensure accurate data entry, proper setup, and compliance alignment.
## Scope
Applies to all new school/company records created in HubSpot during the Prep-App stage.
## Trigger
- Need to create a new school or company record in HubSpot
## Process Overview
### 1. Access HubSpot
- Log in to HubSpot account
- Navigate to Contacts \> Companies
### 2. Create New Company
- Click "Create Company"
- Select appropriate company type if applicable
### 3. Enter Company Details
- Input required fields including:
- Company name
- Address and location details
- School or location code
- Relevant operational properties
- Compliance-related fields
### 4. Validate Information
- Ensure all required fields are completed
- Verify accuracy of entered data
- Confirm alignment with source data (e.g., Smartsheet or intake forms)
### 5. Save Company Record
- Finalize and save the company profile in HubSpot
### 6. Notify Compliance
- Inform Compliance team of new company creation
- Ensure any required follow-up actions are initiated
## Key Rules
- All required properties must be completed before saving
- Data must match official source records
- Compliance must be notified after creation
- Avoid duplicate company records
## Completion Criteria
- Company record successfully created in HubSpot
- All required fields completed and validated
- No duplicate records exist
- Compliance team notified
## Tools and Systems
- HubSpot (Company records)
- Smartsheet (School information reference)
- Google Docs (Supporting documentation)
## Revision History
- Version 1: 05/15/2025
- Version 2: TBD
- Version 3: TBD
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