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HubSpot CRM Course for beginners: become HubSpot Specialist

Name: HubSpot CRM Course for beginners: become HubSpot Specialist
Rating: 4.3 (132 reviews)

Learn HubSpot CRM from scratch: Fundamentals, Features and Best Practices - How to grow from HubSpot Free Plan

Created byAnton Tverdokhlib

Last updated 4/2025

English

What you'll learn

CRM Software Overview
HubSpot CRM fundamentals
Learn HubSpot CRM from scratch
Best practices of HubSpot CRM implementation using Free and Starter HubSpot Plans
How to enhance customer engagement and business operations with HubSpot CRM
Use automations to save time and budget on repeatable tasks
How to set up a Customer Journey in HubSpot based on real-world example
How to connect your website, Facebook ads, and other software to a single and powerful CRM for free
Enhance Marketing, Sales and Service with HubSpot CRM
How to scale faster with a powerful CRM and build a working process for your team within HubSpot CRM
Create reports to have valuable insights about your business
How to align your Marketing, Sales, Service teams with the help of HubSpot CRM
Marketing Automation in HubSpot

Course content

8 sections • 59 lectures • 8h 1m total length

Introduction1:57
Learn to onboard any business to HubSpot using free or starter plans, guided by a certified HubSpot consultant, with a real ecommerce implementation you can duplicate.
How best to learn this course2:08

Add your corporate email to Gmail as allias (Optional)2:10
Personal settings: Email and Calendar connection6:12
Configure personal settings in HubSpot, upload an avatar, connect Gmail and calendar, install the Chrome extension, and customize log and track settings and your email signature for seamless contact syncing.
Personal Settings: Security and Notifications4:45
Account Defaults: Company info, Logo, Favicon, Colors and Font set up6:16
Add Users and set up permissions11:42
Core Seats VS View-Only Seats
Core Seats will provide editing privileges for purchased Hubs, access to HubSpot's cross-platform AI products and features, and seamless integration with HubSpot's Smart CRM.
On the other hand, View-Only Seats, which are complimentary and unlimited for paid portals, will offer visibility to users who do not require editing capabilities. View-only Seats (no rights to change properties, workflows, etc.) will remain unlimited for all Premium Hubs. So, for instance, if you want to add a user that will check reports, and look for any information in the CRM without options to edit something, you can use View-Only-Seats free of charge.
Sales & Service Seats
Sales and Service Seats are paid Seats that already include abilities of Core Seats, and also Sales or Service features.
Connect your website3:54
How to have a cleaner website visitor analytics0:37
Security and Privacy & Consent18:46
EU Users: GDPR Compliance3:58
Domain connection5:40
Email settings3:19
HubSpot Tech Set up recap

Types of integrations in HubSpot5:52
Learn the three integration types in HubSpot: marketplace integrations enable code-free connections with apps like Gmail and Calendly; Zapier offers no-code automation; and private apps require API and developer support.
Facebook Ads integration4:37
Linkedin Integration3:35
Discover LinkedIn integration for HubSpot with surfer to capture, sync, and enrich contacts and conversations, map fields, and manage deals from LinkedIn.
App integration via Zapier6:43
Create a custom property3:56
Import Your Contacts10:35
Learn to import contacts into HubSpot from CSV or Excel, map properties like name and email, and use email as unique identifier to prevent duplicates; auto create and associate companies.
Check Import Errors2:10
CRM tips and tricks: Edit Properties in Bulk, Merge Duplicates6:43
Chatspot AI: Usage cases, Templates, Prompts9:21

Lifecycle Stage Property and Alignment between your teams15:13
Start your Marketing: Buyer Persona creation19:47
Create a buyer persona in HubSpot's marketing hub using the Make My Persona tool to define ideal customers, their goals, challenges, and content needs.
Lists and Views: Segment your audience13:32
Add a nice pop-up form12:31
Set up Blog and create a Blog Post with the help of AI15:42
Work with Leads: Landing Page creation21:11
Create and publish a lead-focused landing page in HubSpot, using templates and a form, with a single clear call to action to engage leads from Facebook ads.
Add and set up an embedded form20:35
Add a simple automation & Analyse the form submissions5:30
Promote your Landing11:30
Nurture Leads to Become MQL: Segments, Lists, Insights12:58
Never forget about these 2 things when having a nurturing campaign3:15
Nurture Leads to become MQL16:22

Woocommerce users: Sync HubSpot with Woocommerce8:05
Sales Qualified Lead: Define your Lead Statuses and move ahead with activities8:51
Define your Deal Stages, set up Deal Settings17:48
Use calls to store and transcript in HubSpot2:23
Documents1:36
(Optional) Use Commerce Hub18:28
(Optional) Chatbot and Conversation Inbox13:59
Meeting Tool14:26
Templates and Snippets7:22
Use HubSpot tools via Gmail client3:15
Task management5:34
Customer Journey Showcase 16:41
Customer Journey Showcase 24:06

Convert a Customer to your Business Advocate& Evangelist 1/34:44
Convert a Customer to your Business Advocate& Evangelist 2/34:01
Create and publish product feedback forms in HubSpot, with satisfaction options and required or optional fields, then share the link and solicit feedback to turn customers into advocates.
Convert a Customer to your Business Advocate& Evangelist 3/32:20
Use ticketing system3:31

Requirements

No prior experience required

Description

Unlock the full potential of your customer relationship management with the HubSpot CRM Implementation Course.

Become a HubSpot Implementation Specialist and HubSpot Onboarding Specialist using Free or Starter HubSpot Plans.

This comprehensive course is designed to guide you through the entire process of setting up and optimizing HubSpot CRM without paying to HubSpot, tailored specifically for users in the free HubSpot or Starter HubSpot plans.

Whether new to CRM systems or looking to enhance your HubSpot setup, this course covers everything you need to get started and thrive.

Why is this course different?

I am setting up a free HubSpot account using Showcase, which is my website on WordPress. Not just theory, but comprehensive practical tips and step-by-step guidance from a Certified HubSpot Consultant! I have 5000+ hours of Consultations at Upwork and work on Hubspot daily. Now I have provided the knowledge you can use to succeed in building a powerful CRM across your business process and scale faster.

Who will be interested?

Anybody running a website or app, business, e-commerce shop, consultant, freelancer, marketing and sales specialist, HubSpot Onboarding Specialist, or even beginner!

How much do you need to pay to HubSpot to learn this course in practice?

In this course, I am using a Free HubSpot Plan (Other HubSpot Plan owners will be able to utilize all the advice and practical tips). This means that anybody can start using HubSpot, and no subscription payment is required!

Key Features:

CRM customer relationship management - set up your own CRM and manage your customers effectively!
Learn HubSpot from scratch: Learn how to set up your HubSpot CRM, including Domain Registration, Website connection, importing contacts, setting up properties, using available automations and workaround, building your Customer Journey, customizing your dashboard, and more.
HubSpot Fundamentals, all the HubSpot CRM essential features and configurations: Discover how to create custom properties, views, integrations, and automations to match your business needs.
HubSpot CRM Integration Tips: Explore integrating HubSpot CRM with other tools and platforms to streamline your operations.
HubSpot Best Practices: Gain insights into best practices for managing contacts, tracking interactions, and leveraging HubSpot's free features to their fullest.
CRM Interactive Learning using a real-world example: Use practical use case, I have set up HubSpot using a real website/business to show you HubSpot best practices and expert tips to reinforce learning.
Marketing Automation with HubSpot - know how to automate your Marketing with HubSpot free and Starter Hubs!

By the end of this course, you'll have a fully functional HubSpot CRM tailored to your business, enabling you to manage your customer relationships in CRM and drive growth efficiently. Also, you'll get a cert proving you're a Certified HubSpot Implementation Specialist!

Join now and take the first step towards mastering HubSpot CRM!

Who this course is for:

New HubSpot Users
HubSpot Implementation Specialists
HubSpot Onboarding Specialists
Business owners, CEOs and Entrepreneurs seeking to use a cloud based CRM software for doing business operations
Marketing specialists who need CRM to do marketing
CRM Administrators and CRM enthusiasts
Sales reps seeking a CRM to store contacts and a software to engage with them
People who want to use modern Software instead of sheets, and outdated CRM systems
SaaS and any product owners that need a powerful CRM
Consutants, Coaches that need a CRM system with automations
Anybody who want to know more about HubSpot CRM capabilities in practice
Ecommerce and Retail business owners
Marketing Automation Specialists
Sales Automation Specialists

HubSpot CRM Course for beginners: become HubSpot Specialist

What you'll learn

Explore related topics

Course content

Intro2 lectures • 4min

HubSpot Registration and Overview4 lectures • 37min

HubSpot Tech Setup11 lectures • 1hr 7min

HubSpot CRM Implementation: Integrations, Import, and more9 lectures • 54min

HubSpot CRM Implementation: Marketing Hub12 lectures • 2hr 48min

Sales Enablement13 lectures • 1hr 53min

Service Hub: Gain your promoters4 lectures • 15min

Analytics and Recap4 lectures • 25min

Requirements

Description

Who this course is for: