HubSpot CRM Course for beginners: become HubSpot Specialist

Sign up for a free HubSpot account, verify email, create a new user, choose a marketing template, and see a two-account example in the CRM.

HubSpot functions as a free CRM to manage contacts, deals, and communications, while connecting apps and offering templates, AI-assisted content, landing pages, and automation for scaling.

Explore HubSpot’s data model with core objects like contacts, companies, deals, and tickets, plus custom objects and records. See how properties and associations connect records for insights.

Explore HubSpot settings from user and company defaults to branding, integrations, privacy and security, data management, and marketing configurations, including import, inbox, payments, and chat spot.

Learn how to alias your corporate email in Gmail and connect it with HubSpot, enabling optional alias setup and seamless email sending and tracking via accounts and import settings.

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.

Configure account defaults in HubSpot, upload your logo, add a favicon, and set a subdomain and logo URL; define brand colors and fonts for landing, blog, and website pages.

Connect your WordPress site to HubSpot by installing and activating the HubSpot plugin, then embed the tracking code before the body tag to enable live chat, forms, and analytics.

Strengthen your HubSpot security with a health checkup, enforce two-factor authentication, manage super admins and inactive users, enable data privacy features, and configure GDPR-ready consent and cookies banners.

Connect a custom domain to HubSpot via DNS records (CNAME), choose a subdomain or main domain, verify changes, and publish website pages, blogs, and landing pages.

Set up the email footer, company details, and email settings in HubSpot, configure personalization, tracking, and subscriptions, and enable optional double opt-in for marketing emails.

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.

Connect Facebook, Instagram, LinkedIn, and Google ads to HubSpot to manage ads. Enjoy auto tracking, lead syncing, pixel setup, and the potential for $500 in ad credits.

Discover LinkedIn integration for HubSpot with surfer to capture, sync, and enrich contacts and conversations, map fields, and manage deals from LinkedIn.

Explore how to build and test Zapier automations, linking HubSpot to Klaviyo and Slack to Trello, with properties like first name, last name, and email.

Create a custom property for contacts to indicate AI usage using a yes/no dropdown, assign it to the contact information group, and apply it during import.

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.

Identify and resolve import errors by reviewing duplicate emails, since email is the unique identifier for contacts and imports; use domain name as the identifier for companies (subdomains allowed).

Learn practical HubSpot tips to clean your CRM by editing properties in bulk, assigning contact owners, and merging duplicate records, while preserving timeline activities and choosing a primary email.

Explore Chatspot AI within HubSpot, including usage cases, templates, and prompts for outreach emails. Learn to add companies, research prospects, generate images, and manage CRM data.

Learn how HubSpot's lifecycle stages guide the customer journey from subscriber to evangelist, with clear marketing, sales, and service handoffs and automation to align teams in a free-account setup.

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.

Learn to use HubSpot views and lists to segment audiences with advanced filters like create date and lifecycle stage, save views, and build email lists for newsletters.

Learn how to create and deploy a subscriber pop-up form in HubSpot, customize fields and branding, set exit-intent triggers, and publish with performance analytics for insights.

learn to set up a hubspot blog, generate a post with ai, customize templates, optimize with alt text and meta descriptions, and publish and share for seo-driven visibility.

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.

Learn to add and set up an embedded form in HubSpot, configure fields (email, first name, last name, country, persona), enable captcha, and publish a thank-you page to capture leads.

Create a simple automation in HubSpot free tier to send an email after a form submission, then analyze the form’s performance, views, conversion rate, and submission sources.

Promote your landing page with HubSpot marketing ads, connected Facebook and LinkedIn accounts, and website visit campaigns to capture leads and optimize audience targeting.

Create two active lists: unsubscribe and subscribers, then add a bounced contacts list to support nurturing campaigns and manage opt-outs and bounces.

Learn how to nurture leads into marketing qualified leads using HubSpot's marketing emails, personalization tokens, templates, CTAs, and recipient segmentation, while understanding free-tier limits and unsubscribe controls.

Learn to connect WooCommerce with HubSpot via the HubSpot for WooCommerce plugin, syncing customers, orders, and abandoned carts into HubSpot CRM with deal pipelines and email automation.

Move a marketing qualified lead to in progress, qualify as a sales qualified lead, and advance to an opportunity with a deal through outreach and activity tracking in HubSpot.

Define and customize deal stages within the e-commerce pipeline, configure deal properties like amount and close date, and tailor forms, views, and associations to track sales in HubSpot.

Learn to set up calls in the free HubSpot plan, add a HubSpot or personal number, explore dialer integrations like Aircall, and store calls and transcripts in contact activity.

Explore how HubSpot Commerce Hub enables payments, invoices, and payment links through Stripe or HubSpot payments, connect invoicing software, and manage subscriptions, quotes, and recurring revenue.

Set up HubSpot chat on your website or Facebook Messenger, customize avatar, create automated replies and FAQs, collect contact details with forms, and manage conversations in the inbox.

Create HubSpot scheduling pages to let clients book time based on your availability, with one-on-one, group, and round-robin options.

Explore HubSpot templates and snippets to save and personalize emails across CRM and Gmail, reuse library templates, create custom templates, and insert quick snippets via hashtags for streamlined outreach.

Learn to use HubSpot tools in your Gmail client to send templated emails, schedule meetings, insert snippets and documents, and track opens and clicks, all synchronized with HubSpot.

Learn how to create and manage tasks in HubSpot, sync reminders with calendars, and link tasks to records like contacts, enabling efficient follow-ups and organized case tracking.

Showcases managing a customer journey in HubSpot: scheduling a meeting, updating lead status, sending a discount quote, and advancing deals from proposal to completion to convert contact into a customer.

Align sales and service to identify customers and move advocates to evangelists by collecting product feedback via a standalone HubSpot form linked to existing customers.

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 into a business advocate and evangelist by analyzing feedback, sharing technical prompts, and nurturing daily HubSpot activity to drive public endorsement.

Create marketing, sales, and service dashboards in HubSpot using templates and standard reports to track goals, landing pages, emails, and revenue-driven performance in a free account.

Create sales dashboards and reports to monitor deals, team activity, and rep performance. Customize dashboards with filters, per rep views, goals, and optional Google Sheets or Slides integration.

Create a service dashboard with eight reports to track ticket totals, velocity, and category breakdown, including knowledge articles, using all-data filters to analyze service performance.

Onboard your business to HubSpot using the free or starter tier, and explore pricing savings and guidance for choosing features as you plan future professional and enterprise options.