HubSpot Tutorial for Beginners 2022 | How to Use HubSpot CRM
How to Use Hubspot CRM
In this tutorial, the speaker provides a step-by-step guide on how to use Hubspot CRM. The tutorial covers all the features of the website and is suitable for anyone interested in using Hubspot for their business.
Getting Started with Hubspot
- To get started with Hubspot, click on "Get Started for Free" after loading up the website.
- Create an account by signing in with Google and answering a few questions.
- Once you have created your account, you can explore the different hubs available depending on your business type.
Adding Contacts and Creating Your First Campaign
- To add contacts, go to "Contacts" and select "Create Contact."
- After adding contacts, create your first campaign by clicking on "Create an Email."
- Choose an email template and customize it as needed.
- Add recipients and connect to an email list if necessary.
- Add a subject line, review, and send the email.
Inviting Team Members and Importing Contacts
- Invite team members by creating a user profile for them and assigning permissions.
- Copy the invite link provided and send it to team members via email.
- Import contacts from your website using online forms.
Creating Forms
- Use online forms to fill your database with leads from your website.
Overall, this tutorial provides a comprehensive guide on how to use Hubspot CRM. It covers everything from getting started with creating an account to inviting team members and importing contacts.
Publishing a Form and Creating an Email List
In this section, the speaker explains how to publish a form using HubSpot and create an email list.
Publishing a Form
- Click "Publish" to publish the form.
- When someone enters their name and email into the form, they will be added to a database in HubSpot.
- This allows for collecting emails and names for marketing purposes.
Creating an Email List
- Click "Create a List."
- Choose contact-based or company-based depending on whether it's B2C or B2B.
- Name the list and choose "Active."
- Add filters such as city by typing it into the search box.
- Remove any contacts without recorded cities by clicking "Equal To" and putting "Is Known" in.
- Save the list.
Using HubSpot Website Features
In this section, the speaker explains various features of HubSpot's website.
Conversation Area
- Includes inbox, email, chat forms, Facebook Messenger.
- All messages are collated in one place for easy access.
Marketing Area
- Includes ads, email automation (free), landing pages (20 free).
Sales Area
Deals Menu
- Keep track of prospects turning into customers over time.
- Create deals with stages such as qualified to buy or presentation contract sent close.
- Add contacts such as sales managers or CMOs.
- Change stage from qualified to closed when deal is closed.
Associated Contracts and Sales Forecasting
In this section, the speaker discusses two features of the Sales Hub Premium Plan: associated contracts and sales forecasting.
Associated Contracts
- Associated contracts can be found in the Sales Hub Premium Plan.
- This feature allows users to see exactly who is associated with each deal.
- It can help identify individuals who are losing out on sales calls or not closing clients.
- Users can have a conversation with these individuals to improve their performance.
Sales Forecasting
- Sales forecasting is another feature of the Sales Hub Premium Plan.
- It provides an exact sales forecast that can be customized to match a user's business needs.
- However, this feature is only available with the Sales Hub Premium Plan.
Sequences, Workflows, and Reports
In this section, the speaker discusses three additional features of the Sales Hub Premium Plan: sequences, workflows, and reports.
Sequences
- The speaker does not use sequences on their account.
Workflows
- Workflows allow users to run powerful automated email campaigns.
- This feature streamlines email automation in a very nice way.
Reports
- Reports provide access to dashboards and analytical tools.