HubSpot for Beginners – Master the Basics in a Few Hours

Explore the account and billing section to compare free tools with paid plans, learn about upgrade options and pricing packages, and access HubSpot Academy.

Navigate HubSpot account settings via the gear icon, covering the general tab, profile, email, security with two-factor authentication, and account defaults like currency and time zone.

Explore the HubSpot account navigation and CRM, including contacts, companies, deals, and tickets. See how marketing, content, and sales tools, campaigns, forms, SEO, templates, and Breeze AI, vary by plan.

Explore the four HubSpot objects—contacts, companies, deals, and tickets—and learn how to connect them in a linked CRM for streamlined data flow.

Navigate HubSpot’s CRM contacts to view and customize contact profiles, featuring a key information panel, quick action icons, and AI-generated summaries; explore activities, revenue, intelligence, and associations.

Explore how HubSpot properties act as data points to store information for contacts, companies, deals, and tickets, and learn to update them manually or via imports and forms.

Learn to create a custom HubSpot property when a needed field does not exist, such as previous job title, to track current and past roles within contact records.

Learn to create HubSpot properties with AI by mastering manual setup, enabling AI features, and using prompts in the data agent. Understand field types, verify results, and optional color labeling.

Learn how to manually add a contact to HubSpot using create contact, distinguish optional and mandatory fields, customize the form, and review the contact profile with activity history.

Learn how GDPR and data privacy affect HubSpot use for EU and US companies. See how consent checkboxes, per-contact permissions, and privacy settings govern data collection and processing.

Learn to customize the contact creation form in HubSpot by adding properties like city in settings > objects > contacts, then save; note that mandatory fields require a paid plan.

Create a company and link it to a contact in HubSpot via the contact profile's right sidebar. Learn to create standalone companies from the CRM list and verify the link.

Learn to bulk import contacts into HubSpot by mapping file columns to properties like first name, last name, email address, mobile phone number, and job title, and update existing records.

import multiple object types in hubspot with a single file to create and associate contacts, companies, and deals by mapping headers to properties using email and domain as unique identifiers.

Connect HubSpot with external tools via the app marketplace, set up integrations like MailChimp, and map fields to import data and automate updates into HubSpot.

Discover how to auto-capture leads with HubSpot forms on your website, adding contacts directly to the CRM via forms created in the form editor, with free versus paid plan differences.

Learn how to customize your HubSpot CRM by editing columns, sorting, and choosing views—table or board—using properties like city, country, and lifecycle stage to visualize your funnel.

Master HubSpot filtered views to generate quick reports by country, using quick views and advanced filters to segment contacts, including Spain.

Explore how and or logic works in hubspot to refine filters, create segments, and generate reports, with practical examples using country and city fields.

Use HubSpot CRM filtered views to quickly count contacts by criteria like country, then decide between active and static lists and mix property and engagement filters.

Create HubSpot segments based on events and memberships, using filters for ad interactions, form submissions, email engagement, and list membership to target contacts precisely.

Create HubSpot segments with AI by using precise prompts and HubSpot terminology to build lists. Learn to apply filters like country and last marketing email open date to measure engagement.

Customize contact profiles in HubSpot by tailoring the left and middle panels, adding or removing cards like tickets and attachments, and saving team-specific views for different departments.

Use the Breeze AI assistant in HubSpot to query CRM data by properties like country and job title, practicing precise prompts that reference the source of truth.

Learn how HubSpot distinguishes marketing emails from one-on-one emails, including one-to-many versus individual messages, free plan limits, and who uses each type.

Connect your email inbox to HubSpot and create an email that auto pulls your signature, edit it with the pen icon, and schedule sends while tracking opens and clicks.

Track Gmail emails in HubSpot with the sales extension, a Chrome add-on linked to your inbox that logs messages to the activities timeline, and choose to send now or schedule.

Create reusable email templates in HubSpot from scratch, personalize with tokens like first name and city, and manage sharing and privacy for your team.

Learn to edit and manage your HubSpot email signatures in settings, add your signature with images and hyperlinks, and see how signatures work with one-on-one emails and templates.

Learn to create a HubSpot email template with AI, generate a friendly follow-up email using prompts, customize tone and audience, and know this feature doesn't consume credits.

Learn how to save time in HubSpot by creating and using snippets for common email paragraphs, including internal names, shortcuts, and hashtags.

Learn to create HubSpot marketing emails, choosing regular, automated, or blog types, personalize with tokens, design with templates, add images and buttons, and set subject, from, and segments.

Create HubSpot email content with ai by choosing paragraph or heading, crafting prompts, and using the Breeze Assistant to draft a short intro introducing customers to ClearOps 101 coaching.

Explore additional marketing features in HubSpot, such as campaigns, social media, ads, emails, forms, and landing pages, and analyze performance in one place.

Learn how to create landing pages and content in HubSpot with drag‑and‑drop templates, compare free versus Content Hub professional plans, and connect your domain for branded hosted content.

Connect your brand domain to HubSpot so published assets appear under your own domain rather than a hssites URL, improving SEO and professionalism.

Track sales progress in HubSpot using deals within a customizable pipeline. Associate deals with contacts and companies, and move stages in board view to reflect your sales process.

Learn how to customize deal pipelines in HubSpot, decide when to use deals based on your sales process, and edit stages and probabilities to tailor pipelines.

Learn to create and customize HubSpot meeting links and scheduling pages, connect calendars, set availability, durations, reminders, and automate confirmations for one-on-one, group, or round-robin meetings.

Learn to manage work inside your CRM using HubSpot tasks, create and assign tasks, link them to contacts or deals, set due dates and reminders, and organize with queues.

Discover how tickets, as a HubSpot object, manage customer requests and post-sales work, and learn to create, use pipelines, set status, filter, and associate tickets with contacts.

Discover how HubSpot automation lets you save time by automating tasks, workflows, and sequences. Learn how drip campaigns triggered by form submissions and sales alerts streamline outreach.

Explore how HubSpot AI features enable workflow creation with the Breeze Assistant. Craft precise prompts, set triggers and delays for contact-based workflows, and optimize email sequences using HubSpot terminology.

Explore HubSpot reporting basics, including analytics and metrics, with a focus on dashboards and reports. Learn that dashboards are packs of reports and how to create a template dashboard.

Create a HubSpot reporting dashboard with templates and a few clicks, and learn how reports show marketing metrics like website visits, new contacts, and form submissions.