Create an Account

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.

Update your profile:

• First name

• Last name

• Profile image (optional)

Provide us with:

• Workspace name

• Company website (domain)

• Workspace logo

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.

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

• Admins: Perfect for those managing forms, workflows, and queues.

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

Assign the right roles to ensure everyone can hit the ground running!