HubSpot (CRM)- Learn Free Version From Scratch

Learn how to connect the most basic thing, that is, how to import your contact with HubSpot, I will discuss here 3 ways to do it including how to import data using sample csv files provided by HubSpot.

Download the attached file with this lesson to fill it up with your data.

This should be the first step if you are running an online business. HubSpot can integrate with any kind of website CMS like WordPress, Wix, Pure HTML, and many others.

Step 1 is to go to settings,

Step 2 is to go to Tracking

Step 3 is to select the code

and then you can paste it in the Header of the Footer of the website.

In order to integrate it with your website, please have a look at the course.

This is where all the CRMs start their work. So does HubSpot, HubSpot has 3 methods to store contact into its system.

1. Connect with Website or Facebook or Google Ads

2. Import contact

3. Create manually.

You can also make list from the contacts that you import. Lists mean segments.

Landing pages are an integral part of any business. HubSpot offers a free (limited) Landing Pages creation option.

Learn how to create landing page and connect it with your business.

Online business depends on Forms. If there are no forms then a website or any digital property is only there for information purposes and not for lead generation. If your business is dependent on generating leads or capture information of visitors and turning them into prospects. HubSpot offers free Form creation (with certain limits) option but it is more than enough for any business to make a good start.

HubSpot offers a 2000 Email sending limit (scheduled and manual) plus it also offers upto 5 emails to be created from scratch or using a few of its templates. If templates are not available, the free drag and drop email creation is good enough to start.

Additionally, you can also get email health report of opens, clicks or bounces.

List in HubSpot is what is called Segments in Marketing. Learn to create segments using lists. The free version offers only 5 manual creation limit. But if you use a 3rd Party tool you can create as many as the 3rd party tool permits.

This module is of super importance for those who use Google, Facebook or LinkedIn ads or paid marketing channels. If you do, you might want to connect it with your CRM. It lets you know which visitor has become a prospect through which keyword, or even ad units.

Additionally, it also allows you to create ads from within HubSpot only that syncs with Facebook or LinkedIn.

Here you will learn to use Chatbots and Live chat in combination so that when you are not in the office, even then the Chatbot can capture your lead for you so that you can connect with them when you are back after office hours or from a vacation.

Learn not only to connect your calendar but also can send an automated Zoom meeting request from the calendar itself. This also includes sending multiple reminders before the meeting.

Connect your Stripe account, and send quotes (manually) using HubSpot. A very powerful feature available for free in HubSpot. Using this you can get your quotes paid by sending it through your email or even your personal message tools like WhatsApp or other tools.

Deals are the main section for businesses, they have stages dependent on your business models. So you can easily customize deals in HubSpot based on your business requirements.

If you are an E-Commerce you can have an E-Commerce pipeline or if you need your Lead management operation to be managed you can have them in the Sales Pipeline.

Talking about the pipeline, that is also explained in the chapter. So we need it like Pipeline > Deals > Deal Stages.

I will create a separate tutorial for that.

What is a Custom Property?

Every business has different needs. A real-estate business works differently than a hotel business. The type of data that requires to be captured for a real-estate is different from a hotel business. For example, apart from the general information that any CRM captures like Name, Email, Phone number. They also need data like property visited, etc. The same goes for a hotel business.

These additional fields are called custom properties in HubSpot.

Learn how to create those properties.

Every business needs to serve its customers. The business technology that you choose should be able to provide you with all the options in one place so that you don't have to go to different tabs and different systems and keep juggling between different tools.

HubSpot provides all the business systems in one place. HubSpot's service module helps you create custom queries as tickets like any other system like Freshdesk or Zendesk would do. This helps you understand how things are working in the CRM together.

Reporting seems an integral part of any SaaS-based system. After all, they have to report what they are capturing. This is done very smartly and easily in HubSpot. You can create your own Dashboard, custom reports. However, there is a limit in HubSpot's reporting if you are using it for free. Checkout what is available in HubSpot Free reports.

Having the free HubSpot might not be enough for you. Some businesses, after its successful implementation and testing, might want to go ahead and scale-up. Explained in this lecture.