Course Highlights
  • Learn how to get started with HubSpot from scratch
  • Understand what HubSpot does
  • Create email lists, manage contact profiles, forms, pages, and other assets
  • Get started with all basic features autonomously
Curriculum

3 Topics
What can you expect from this course
OPTIONAL: What is HubSpot
READ THIS before you start

6 Topics
Have a quick overview of your HubSpot account
Learn about the contact profile page on HubSpot
How does HubSpot store information about people? - HubSpot Properties
Update a HubSpot property for a contact
Learn about the 4 HubSpot Objects
Intro to HubSpot CRM quiz

12 Topics
Method 1 - Manually add an individual contact to HubSpot
Manually add an individual contact to HubSpot
Customize your Contact Create form
Add info about where your contacts work - Create Companies & Associations
Let's add a Company and associate it with our Contact
Method 2 - Import contact lists to HubSpot
Import a list of sample contacts to HubSpot
Method 3 - Capture leads through HubSpot forms on your pages
Embed a HubSpot form into your site
Test a HubSpot form
Create & test a basic form
Method 4 - Connect HubSpot with other tools

7 Topics
Customize your HubSpot CRM
Customize your HubSpot CRM view
Quick CRM report hacks - Filtered views
Use a CRM view to run a quick report
Create a HubSpot List
Create a simple list
Wrap up HubSpot CRM section

9 Topics
Connect your email inbox to HubSpot to be able to send emails
Send a 1-1 email to a contact
Sync your email inbox with HubSpot - The HubSpot Email Extension
Create an email template
Personalizing your email templates with default values
Create an email template
Add your email signature to HubSpot
Save time with email creation by using Snippets
Let's create a Snippet for your emails

6 Topics
Intro to HubSpot for Marketing
Intro to Marketing emails
Create a Marketing email
Create a marketing email
Create a list of recipients for your Marketing email
Build a complex HubSpot list

8 Topics
Intro to HubSpot for Sales
Get organized with HubSpot Tasks
Let´s create a simple task together
Connect your calendar to HubSpot to schedule meetings with contacts
Schedule a meeting with a contact
Invite Peter to a videoconference
Enable your customers to book a meeting with you - HubSpot Meeting links
2 customizations for Meeting Links + Embedding your meeting link into a page

2 Topics
Use Tickets for customer support help requests
Create a Ticket

2 Topics
Automation & Reporting inside HubSpot
Basic Reporting features everyone has access to - Dashboards from Templates

1 Topic
Give someone access to your HubSpot account

1 Topic
Is HubSpot worth paying for? Which subscription type is best for you?

1 Topic
BONUS lecture

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HubSpot for Beginners - HubSpot basics in less than 4 hours!

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