Getting Started On HubSpot

Getting Started On HubSpot

At The CRM Farm Project, we're not just farmers and gardeners of knowledge; we're also storytellers of CRM wisdom. And we're here to sow the seeds of curiosity and nurture your understanding of one of our favorite CRM tools - HubSpot CRM. 

Whether you're a seasoned CRM farmer or just starting your journey, let's explore what makes HubSpot CRM so special. In this course, you will start from basics on how to get started and setting up the tool for your business' needs using the free tools in HubSpot.

Responsible Danilo Guerra
Last Update 04/30/2024
Completion Time 2 hours 33 minutes
Members 3
HubSpot Free Edition Free Automation Hacks Basic
  • About this course
    1Lessons · 5 min
  • Introduction to HubSpot
    2Lessons · 15 min
    • Capabilities overview
      10 xp
    • Is HubSpot CRM really free?
      10 xp
  • Creating your free HubSpot account
    4Lessons · 30 min
    • Sign-up
      10 xp
    • System navigation
      10 xp
    • A walk-through the HubSpot mobile app
      10 xp
    • Security settings
      10 xp
  • Sales and operations setup
    5Lessons · 1 hr 37 min
    • Organizing your customers' contacts
      10 xp
    • Adding companies to your account
      10 xp
    • Deal pipelines: setting up your sales process
      10 xp
    • Calendar and email integration, tracking, and communication templates creation
      10 xp
    • 7 best-practices to transform your culture into a sales winning culture
      10 xp
  • Customer service setup
    1Lessons · 1 min
    • To be released on or before April 29th, 2024
  • Marketing setup
    1Lessons · 1 min
    • To be released on or before May 6th, 2024
  • Reporting
    1Lessons · 1 min
    • To be released on or before May 6th, 2024
  • Administration ("advanced") setup
    1Lessons · 1 min
    • To be released on or before May 13th, 2024
  • Integrations & Free Automation Hacks
    1Lessons · 1 min
    • To be released on or before May 20th, 2024
  • Final notes, upgrade consideration, and forward looking thoughts
    1Lessons · 1 min
    • To be released on or before May 27th, 2024