HubSpot (CRM)- For Beginners From Basic to Advance

Learn how to connect the most basic thing, that is, how to import your contact with HubSpot, I will discuss here 3 ways to do it including how to import data using sample csv files provided by HubSpot.

Download the attached file with this lesson to fill it up with your data.

This should be the first step if you are running an online business. HubSpot can integrate with any kind of website CMS like WordPress, Wix, Pure HTML, and many others.

Step 1 is to go to settings,

Step 2 is to go to Tracking

Step 3 is to select the code

and then you can paste it in the Header of the Footer of the website.

In order to integrate it with your website, please have a look at the course.

This is where all the CRMs start their work. So does HubSpot, HubSpot has 3 methods to store contact into its system.

1. Connect with Website or Facebook or Google Ads

2. Import contact

3. Create manually.

You can also make list from the contacts that you import. Lists mean segments.

Landing pages are an integral part of any business. HubSpot offers a free (limited) Landing Pages creation option.

Learn how to create landing page and connect it with your business.

Online business depends on Forms. If there are no forms then a website or any digital property is only there for information purposes and not for lead generation. If your business is dependent on generating leads or capture information of visitors and turning them into prospects. HubSpot offers free Form creation (with certain limits) option but it is more than enough for any business to make a good start.

HubSpot offers a 2000 Email sending limit (scheduled and manual) plus it also offers upto 5 emails to be created from scratch or using a few of its templates. If templates are not available, the free drag and drop email creation is good enough to start.

Additionally, you can also get email health report of opens, clicks or bounces.

List in HubSpot is what is called Segments in Marketing. Learn to create segments using lists. The free version offers only 5 manual creation limit. But if you use a 3rd Party tool you can create as many as the 3rd party tool permits.

This module is of super importance for those who use Google, Facebook or LinkedIn ads or paid marketing channels. If you do, you might want to connect it with your CRM. It lets you know which visitor has become a prospect through which keyword, or even ad units.

Additionally, it also allows you to create ads from within HubSpot only that syncs with Facebook or LinkedIn.

Here you will learn to use Chatbots and Live chat in combination so that when you are not in the office, even then the Chatbot can capture your lead for you so that you can connect with them when you are back after office hours or from a vacation.