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HubSpot for Beginners – Master the Basics in a Few Hours

Name: HubSpot for Beginners – Master the Basics in a Few Hours
Rating: 4.6 (2266 reviews)

2026 UPDATE! - Learn HubSpot from scratch with a certified HubSpot consultant – CRM, marketing basics & AI features

Bestseller

Role Play

Created byThalita Milan | Marketing Automation & HubSpot expert

Last updated 5/2026

English

What you'll learn

Get started with HubSpot from scratch and confidently navigate the platform
Understand what HubSpot does and how the CRM, marketing, sales, and support tools work together
Manage contacts, companies, deals, tickets, properties, and segments inside HubSpot
Capture and organize leads using imports, forms, and integrations
Use HubSpot’s built-in AI features (including Breeze and AI-assisted tools) to work faster and smarter
Create emails, reports, workflows, and CRM assets more efficiently with the help of AI
Use HubSpot autonomously for day-to-day CRM, marketing, sales, and reporting tasks

Course content

15 sections • 76 lectures • 7h 31m total length

Create your HubSpot account step by step2:25
Create a HubSpot account by verifying your email, setting a password, and answering profile questions, with the option to use fictional data for learning and skip onboarding.
Understand what HubSpot is and what it’s used for3:02
Explore how HubSpot functions as an all-in-one CRM with marketing, sales, service, and operations hubs. Learn to manage contacts, create content, and automate workflows with free features.
What can you expect from this course?2:43
Master HubSpot basics in this beginner course, covering CRM fundamentals, marketing, content, and sales features. Learn good practices, AI features, and a practical overview of workflows and automation.
READ THIS before you move forward1:17
Switch to HubSpot’s new theme0:14
A quick note to you on HubSpot updates2:08

What you need to know about your HubSpot account5:12
Navigate the HubSpot account via the left navigation to access emails and landing pages, use the search bar, and review the CRM with example contacts and free versus paid plans.
Adjust the most important settings in your HubSpot account5:05
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.
Get a quick tour of your HubSpot account navigation menu10:27
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.

Understand the 4 core HubSpot CRM objects9:44
Understand the four core HubSpot CRM objects: contacts, companies, deals, and tickets, and learn how to create, connect, and manage records to keep data clean and enable cross-team collaboration.
Understanding HubSpot CRM Objects
Navigate the CRM and understand contact profile pages9:04
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.
Understand how HubSpot stores data using Properties7:13
Discover how HubSpot stores data with properties across contacts, companies, deals, and tickets, and learn to view, update, and leverage key fields like job title and email for segmentation.
PUT THIS INTO PRACTICE - Update a HubSpot property for a contact
Create your own custom HubSpot property11:24
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.
Create HubSpot properties faster using AI3:53
Create HubSpot properties with AI by prompting in Settings > Manage contact properties, evaluate results, and manually adjust field types and labels; use colors to customize options in your CRM.
Understand why HubSpot properties matter (and how to use them correctly)1:02
PUT THIS INTO PRACTICE - Create a custom HubSpot property together with me
HubSpot CRM fundamentals – Quick knowledge check
Know the most important HubSpot properties you’ll use daily2:37

Method 1 - Add contacts manually to your HubSpot CRM8:46
Learn to manually create a contact in HubSpot CRM by filling a form, understanding mandatory legal basis for processing data and optional fields, and how GDPR settings affect data privacy.
Understand GDPR and data privacy inside HubSpot4:04
Master GDPR and data privacy inside HubSpot by configuring consent, legal bases, and privacy settings for EU and US data.
PUT THIS INTO PRACTICE - Manually add an individual contact to HubSpot
Customize the Contact creation form5:21
Learn to customize the HubSpot contact create form by adding properties like country, removing unnecessary fields, and enabling associations with companies, deals, or tickets.
PUT THIS INTO PRACTICE - Customize your Contact Creation form
Add company data by creating companies and associations inside HubSpot5:41
Explore how to add and associate companies with contacts in HubSpot, including automatic linking by email domain, manual associations, and creating new companies like B2BMagic.io.
Method 2 - Import contact lists into HubSpot the right way11:03
Import a contact list into HubSpot by structuring a CSV, mapping columns to HubSpot properties, and completing a quick import with consent considerations.
PUT THIS INTO PRACTICE - Import a sample contact list into HubSpot
Understand why import files are so powerful in HubSpot1:59
Import multiple objects at once (Contacts + Companies)9:41
Import multiple object types in HubSpot—contacts, companies, and deals—by mapping headers to properties, creating new records when needed, and associating them via row data using email addresses and domain names.
Method 3 - Connect HubSpot with other tools to sync contacts automatically9:21
Connect HubSpot with other apps, enable ongoing two-way or one-way sync, and perform one-time data transfers with smart transfer, using field mapping for seamless contact data migration.
Method 4 - Capture leads using HubSpot forms on your website16:21
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.
PUT THIS INTO PRACTICE - Create and test a basic HubSpot form
Understand key HubSpot form settings before going live3:11

Customize your HubSpot CRM4:48
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.
PUT THIS INTO PRACTICE - Customize your HubSpot CRM view
Find insights fast using filtered CRM views6:56
Master HubSpot filtered views to generate quick reports by country, using quick views and advanced filters to segment contacts, including Spain.
Master filter criteria (Is equal to, Contains, Not equal to…)3:20
Understand AND vs OR logic in HubSpot filters4:11
Explore how and or logic works in hubspot to refine filters, create segments, and generate reports, with practical examples using country and city fields.
PUT THIS INTO PRACTICE - Use a CRM view to run a quick report
Create a HubSpot segment (formerly called "List")7:10
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 segments based on contact behavior and events4:11
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 AI4:57
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.
PUT THIS INTO PRACTICE - Create a simple segment
Customize contact profiles so you always find what you need8:08
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 HubSpot Breeze AI Assistant to find CRM data faster4:47
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.

Understand the difference between marketing emails and 1-1 emails3:30
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.
Send a one-to-one email from HubSpot7:10
Connect your email inbox to HubSpot to send one-on-one emails from the CRM, with engagement tracked in the timeline and conversations logged in activities. Enable Gmail or Outlook extensions.
Track Gmail emails inside HubSpot using the sales extension2:29
Learn to track and log emails in HubSpot using the Gmail sales extension, compose or schedule messages, and manage privacy by unticking log options.
Create reusable email templates5:42
Create reusable email templates in HubSpot from scratch, personalize with tokens like first name and city, and manage sharing and privacy for your team.
Add email signatures to your HubSpot one-on-one emails3:04
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.
Create email templates faster using AI2:21
Create personalized email templates in hubspot using ai by clicking generate with ai, then customize prompts and company details to craft a professional, friendly follow-up for sales.
PUT THIS INTO PRACTICE - Create an email template
Save time with Snippets for quick email replies2:00
Create and reuse HubSpot snippets across emails by naming, saving shortcuts, and inserting them for quick follow-ups; use alongside templates for pricing and missed-call messages.

Create HubSpot marketing emails to communicate at scale14:34
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.
Generate marketing email content using AI (Paid feature)2:00
Generate marketing email content with AI in HubSpot using the Breeze Assistant, choose paragraph or heading formats, craft prompts with context, and recognize that AI can make mistakes.
PUT THIS INTO PRACTICE - Create a HubSpot marketing email
Connect HubSpot to your email sending domain (Paid feature)3:07
Connect an email sending domain in HubSpot to authenticate marketing emails from your company domain, a paid feature; the video guides adding the domain and verifying DNS records (CNAME) setup.
Why connect HubSpot to your email sending domain?2:11
Get an overview of HubSpot marketing tools (Ads, events, campaigns)8:14
Explore marketing hub features in HubSpot, including campaigns, ads, social, and events, and learn how emails, forms, and deals connect to revenue and analytics.
Create a landing page with HubSpot - Use HubSpot for content creation8:31
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.
Publish HubSpot content on your own business domain (Paid feature)3:24
Connect your brand domain to HubSpot to publish content on your own domain, avoiding the weird HubSpot URL and improving professional appearance and SEO.
On adding a HubSpot Tracking Code to your externally hosted website3:07

Track your sales pipeline using HubSpot Deals6:24
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.
PUT THIS INTO PRACTICE - Create a HubSpot Deal
Customize deal pipelines to match your sales process6:12
Customize HubSpot deals pipeline to match your sales process by renaming, adding, or deleting stages and adjusting probabilities. Use edits, table view, or lists to move deals and reflect updates.
Let customers book meetings with you using HubSpot meeting links13:03
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.
Stay organized using HubSpot tasks4:36
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.
PUT THIS INTO PRACTICE - Create and manage a task in HubSpot

Automate simple processes using HubSpot automation12:03
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.
Build advanced automation inside HubSpot (Paid feature)4:26
Master advanced automation in hubspot by building complex workflows with granular triggers, branching, delays, and multi-step actions on professional or enterprise plans, including email sequences.
Build smarter workflows using AI (Paid feature)7:32
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.
Customize HubSpot reports to track performance14:08
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 report from scratch (Paid feature)11:39
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.
Explore advanced reporting options in HubSpot (Paid feature)13:09
PUT THIS INTO PRACTICE - Create a HubSpot Report
Build HubSpot reports faster using AI (Paid feature)5:25

Requirements

There are no prerequisites for this course. You do not need prior HubSpot experience. You do not need a paid HubSpot account. You do not need technical or coding skills. You can follow along using a free HubSpot account, which we’ll create together during the course.

Description

HubSpot for Beginners is a practical crash course designed to help you get started with HubSpot from scratch — even if you’ve never used a CRM before.

Whether you’re a business owner, a marketer looking to upskill, or an employee at a company that uses HubSpot, this course will teach you the core HubSpot fundamentals in under four hours, using clear explanations and hands-on examples.

The course includes brand-new, updated video lessons (2026) with real exercises you can follow along with. You’ll be able to pause the videos, replicate each step inside your own HubSpot account, and immediately apply what you’re learning — no theory overload.

By the end of this course, you will be able to:

Master the HubSpot CRM

Navigate your HubSpot account confidently
Store and manage contact data using HubSpot properties (the foundation of everything in HubSpot)
Add contacts using multiple methods: manual entry, imports, app integrations, and lead capture with forms
Customize your CRM views and manage your email list efficiently

Work with key HubSpot tools

Create and optimize HubSpot forms and embed them on your website
Use filtered views and segments (formerly lists) to quickly find the right data
Communicate effectively with your contacts using HubSpot

Use email features confidently

Send one-to-one emails directly from HubSpot
Create email templates and snippets to save time
Build personalized marketing emails
Create and share meeting links with customers

Stay organized and track performance

Organize your work using HubSpot tasks
Use tickets to manage customer support requests
Create dashboards and reports using HubSpot’s default reporting tools

Explore advanced and AI-powered features

Get a clear overview of advanced tools such as workflows, automation, and reporting
Learn how HubSpot’s built-in AI features (including Breeze and AI-assisted tools) can help you work faster
Manage users and access permissions inside your HubSpot account

You don’t need a paid HubSpot account to follow this course. A free HubSpot account is enough, and we’ll create one together in the first section if you don’t already have one.
Some advanced and AI features are shown on paid plans, but everything is explained clearly so you understand what’s available, what’s optional, and when it makes sense to upgrade.

About the instructor

I’m a certified HubSpot expert, providing HubSpot account management and training services to companies worldwide since 2018. I work with businesses of all sizes and regularly help beginners set up HubSpot correctly from day one.

Here’s what one of my students said:

"I just completed the course — and my only reaction is: WOW! Super valuable for entrepreneurs, consultants, and small businesses. Thalita managed to transfer her rich knowledge in a meticulous and easy-to-follow way. I honestly never knew the actual possibilities of the HubSpot platform (free version) and now I finally do!"
— Tamara Biljman, Content Strategist

You can find more testimonials on my website. I take pride in supporting my students throughout the learning journey, so you’re always welcome to ask questions during the course.

—
Thalita

Disclaimer

HubSpot for Beginners is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. has no liability related to this course.

Who this course is for:

Marketing or sales professionals who want to understand and use HubSpot confidently
Business owners, solopreneurs, and freelancers setting up HubSpot for their own business
New HubSpot users who want a clear, structured introduction without overwhelm
Professionals working with CRM, marketing, sales, or customer support teams
Anyone considering HubSpot and wanting to understand its features, limitations, and AI capabilities before committing to a paid plan

HubSpot for Beginners – Master the Basics in a Few Hours

What you'll learn

Explore related topics

Course content

Before we start the course6 lectures • 12min

HubSpot Account Fundamentals3 lectures • 21min

HubSpot CRM fundamentals8 lectures • 45min

Add contacts to your HubSpot CRM using different methods10 lectures • 1hr 15min

Find and organize information inside your HubSpot CRM9 lectures • 48min

Use HubSpot to communicate with your contacts via email7 lectures • 26min

Use HubSpot for Marketing8 lectures • 45min

Use HubSpot for Sales4 lectures • 30min

Use HubSpot for Customer Support1 lecture • 4min

Automation & Reporting inside HubSpot7 lectures • 1hr 8min

Requirements

Description

Who this course is for: