Create an account

You should have received access to Default through Sales. If you did not receive an email, or are facing issues logging in, don’t worry—we’re here to help! Just drop us a message in Slack!

📩 1. Receive your invite

• Check your email for an invite to set up your Default workspace. Once you’ve got it, you can either click the link in the email or head straight to the Default login page.

• On the Sign Up page, use Google SSO to log in quickly and securely. If you need to use an email/password login instead, just let us know! Reach out to the Default team, and we’ll assist you right away.

👤 2. Create your profile

Set your Default profile:

• First name

• Last name

• Profile image (optional)

🏢 3. Update your workspace name

Provide us with:

• Workspace name

• Company website (domain)

• Workspace logo

🔐 4. Access and Permissions

Default requires different types of permissions dependent on the integrations you are using:

Calendar access

• Calendar permissions are essential for creating and managing events for both inbound and outbound workflows.

CRM access

• CRM permissions allow Default to create, match, and update records directly in your CRM. We currently integrate with HubSpot and Salesforce.

Slack access

• Slack permissions allow Default to post message updates to members and channels within your Slack workspace.

👥 5. Invite teammates

Get your team onboard by inviting them to Default! You can assign roles based on their responsibilities:

• Admin : For those managing forms, workflows, and queues.

• Member : Ideal for individual teammates focused on booking meetings and utilizing routing logic.