Full HubSpot Tutorial For Beginners 2024 (Complete Guide)

full HubSpot tutorial for beginners 2023 full guide in this video we're going to be discussing about HubSpot and how you can use it as your very own in general acrm platform as CRM platforms are basically customer relationship management platforms basically we're going to be discussing about all of that in this video so please do make sure to watch this video till the end so without further Ado let's just get straight into it so you're going to come to hubspot's main website it's called www.hubspot.com okay now once you're here here they're going to say get started with HubSpot and everything you know HubSpot is a CRM platform with all the software Integrations and resources you need to connect Marketing sales customer service and website management then they're also going to give you you know different things like looking for specific products marketing Hub sales Hub service Hub CMS up operations up you know all these different types of hubs that you can work with now obviously uh to start off with this like you can go and read the details of these like they have different things like managements landing pages automations Etc I'm just going to go ahead and get started right ahead so once you click on get started for free it's going to bring you here to these three different plans so you have the free tools the starter and the professional okay three different plans and uh basically what's going to happen is uh the fun thing about HubSpot is that it gives you a proper free plan like most CRM platforms out there they're going to give you free trials and everything but none of like most of them don't have a free plan so this is a plus point when it comes to HubSpot so yeah let's go ahead and uh start using you know the the fun CRM that we have in front of us so basically we're gonna go ahead over here and as you can see this includes free email marketing free website and free CRM and obviously you know that's mostly what anyone is here for when it comes to HubSpot so let's head straight into it now once you're over here they're gonna ask you for your email address and everything so obviously you're going to go ahead and add that now I'm going to be using a temp mail for myself okay now the reason I'm using a temp mail is uh you know because this video is for educational purposes and I'm gonna scrap off this account later on so you know I don't want anything to stick along so I'm gonna you know use a tab now you so you don't necessarily need to follow this step okay you can use your proper email which could be your Gmail Yahoo Etc so I'm just gonna go with this one where if I email and once I verify email they're going to ask me to check my mail so obviously you know once everything is done they're going to send a verification code and here it is so zero four three six four one uh we're gonna add zero four three six four one there we go and then we're gonna click on next now they're going to ask us to create a password for ourselves so to make sure to make a password that goes with all of their requirements and once it does you're gonna click on next and there you are so now you're going to choose your first name last name click on next what industry are you in okay you can could be in any of them I'm gonna go with you know a marketing and advertising industry now once you do that what is your job role okay I'm gonna go with CEO or you know there we go chief executive officer what is your company's name just choose whatever it could be how many people work at your company you know you're gonna have to tell them the size of the workers that you actually have so uh you know according to that it's going to give you all the contacts and you know privileges so obviously if you want like the you could say right number of privileges according to the work you're gonna do you're gonna have to give the accurate information so I'm gonna go with 26 to 50 right now so what is your company's website I'm gonna give them this random website where would you like your data to be hosted so obviously you have two servers okay the US and the the Europe okay so it totally depends on whatever wherever you want to get it you know get the server up and running I'm going to go with us and click on create account and once you click on create account there we go starts preparing your account so let's personalize your experience which of these sounds most like you this will help us give you the best start so obviously it could be I have never used a CRM before I need a HubSpot but I have used a CRM before or I know my way around HubSpot pretty well your CRM is a central pace for all your Marketing sales and service information so obviously I'm gonna go with I've never used a CRM before let's let's say you're starting like I'm assuming you're going to be starting fresh what would you like to do with HubSpot first pick your first important business goal now and we will set you up to achieve it don't worry you can always explore more in the future so obviously you have all these things that send marketing emails to potential customers track your deals in one place create a set of high performing sales tools you know all these things I'm gonna go with um obviously it's like there's a lot of great functions now when it comes to sending marketing emails this is obviously for your marketing campaigning automations and stuff so send marketing emails to potential customers use their library of templates to create beautiful marketing email campaigns see how your campaigns are performing and converting recipients into customers do it all independently without help from designers or it track your deals in one place customize your new sales pipeline a powerful tool to clearly track the progress of your sales map the real life milestones in your sales process to stages in your new Pipeline and then create deal records to capture the key details of your sales then finally you know create a high performing sales tool which will turn your best sales emails into templates you can reuse and optimize track your email open rates log calls with contacts and book meetings in one place and then use customizable reports and dashboards to set up and meet sales goals so obviously you can choose one of these I'm gonna skip without picking a goal for now so here we are which part of the CRM platform do you actually want to explore first don't worry you can explore the other areas later so let's go and explore the sales platform okay let's go and check out the sales Hub so once everything loads up take a demo of your sales tool you know you can take a demo it takes about three minutes if you're gonna do that it's going to start giving you a demo Okay so and obviously skip the demo by just reloading the page reload the page and the demo should be gone if it's not just keep on clicking next okay I'm just gonna skim through all of this and uh once we have skimmed through then we're gonna get into the main Basics so even like with everything that we're seeing you can see that it's pretty simple so like not a lot of you know uh you could say complexity going on over here pretty simple stuff that you can get your head behind let me just finish this demo and yeah there we go so once the demo is finished and everything let's head straight into our HubSpot sales Hub so this is basically your HubSpot sales Hub you can see the Hub right here you can see things down here okay so let me just skip all these things like uh once you've skipped all these things obviously we're gonna do all these things later on ourselves these things are important don't get me wrong but uh obviously like we're gonna do these things ourselves so obviously head over to the hubs so you'll have the marketing Hub sales up service Hub operation of CMS Hub okay so once you're in the sales app obviously you can see tons and tons of things over here so this is obviously where you're gonna you know be landing and everything and you can you know create a whole sales app or something so before starting off do make sure to check two things for yourself okay so what are you gonna check first of all check your email settings so you're going to open the settings and once you open the settings you're going to go into the general settings and here are going to be your email settings up here now once you check it as you can see connect your personal email accounts to HubSpot to log track send and receive emails in the HubSpot CRM to manage any team emails go to inbox settings and you know you can see down your configure and never log Etc now basically you're going to connect your personal email first of all you know that just makes it much easier to use HubSpot you know makes communication easier makes getting emails relatively simpler and all that and then down here it says download the email extension okay go and make sure to download that as well because it's you know a Google Chrome email extension that you know just makes it better for you to run things and it's it's just much more simpler in my opinion so go ahead and do that okay and once you've done that you're basically going to be good to go it's it's just cake from there so now what you're gonna do is you're gonna set up your meetings Okay these are the two things you're gonna need to check how you're gonna set up your meetings go to sales and go to meetings over here and once you go to sales and meetings schedule meetings without the hassle stop wasting time with endless what time works for you back and forth emails share scheduling pages with contacts and they can easily book a time that works for them okay then events are automatically added to everyone's calendar so we're gonna go ahead and click on get started and let's see what it has to offer us so obviously it's going to give us all these different types of meetings okay and in these meetings you can create like different scheduling pages and scheduling meetings so let me show you how you're going to do that for yourself as well so obviously firstly you can see down here 16 minute 30 minute and 15 minutes meeting is already a custom meeting that's been said so you can go ahead click on it and check it out you know you can see what it actually constitutes what it brings you but if you don't want to mess around with that let's just go straight ahead into creating our scheduling page so you're going to click on that and here you can see it gives you three different discrete things one-on-one group and Round Robin so contacts can schedule a meeting with a single person on your team context can schedule a meeting with multiple people on your team and meetings are automatically distributed to a person on your team based on criteria that you set and obviously the fun part about all this is that it gives you example use cases so you can obviously go ahead and check the example use cases to actually see how things actually work but obviously for now we're gonna go on one-on-one okay and once we go on one on one as we can see you've used your one free booking page so yeah on the free plan obviously we only get one free booking page then um once we're over here obviously you're gonna make sure to go ahead and uh you know add information add different things for yourself okay and uh once you know make sure to add a good internal name good event title and uh once you add a decent event title as you can see it adds the event title over here so you're gonna add location you're gonna add descriptions and everything and once you add all of that you're gonna click on next and you're gonna get redirected to the scheduling okay this is the scheduling section in the scheduling section obviously you can see the schedules forms confirmations and all that and that's equally important in my opinion okay so make sure when you head straight into the scheduling section you're gonna get all these different types of uh settings to obviously get yourself behind easily and uh like the more fun part about all of that is that you can also automate pretty easily for yourself like the nurturing workflow for HubSpot it's it's pretty pretty amazing now basically once you've you know check your email and set up your meetings basically just go on automations okay and once you're on automations first of all you're gonna have they're gonna give you two options the confirmation email and the pre-meeting reminder so you're obviously going to go ahead and uh fiddle with those two options you know those two options are pretty discreet options that they're going to give you and they're pretty useful and good options in my opinion so just go ahead mess around with the both of them as much as you want to and uh once you do that basically you're gonna have a proper set it up meeting and obviously once you have a proper set out of meeting from there on out what you're gonna get is uh you know a proper set it up thing uh for you know your um you could say for your you know things that you're running over here now moving further on basically what we're gonna do is uh we're gonna go ahead and uh discuss more things in depth about the whole you know confirmation email and pre-mating reminder bit so let me just go back and show you the one meeting that I have created for myself over here so yeah this is the one meeting and as you can see over here again you're gonna come here so first of all there's the overview and stuff and once you fix that you're going to go to scheduling and scheduling as you can see you can also collect payments like recurring payments and all that so that's a good thing as well and um you can set times and everything and then you have automations okay so this is as I was stating confirmation emails where you can send a confirmation email to attendees immediately after they schedule a meeting or a pre-mating reminder okay send an email reminder to attendees before a meeting starts you can also send test emails to actually check if this actually works and once you do that click on Save and you have a proper full-fledged meeting that has been created for you now how are you gonna you know move ahead with all this so first of all let's go to sales and let's go to Deals okay now once you're undealed obviously they're gonna start giving you all these uh sales Channel deals over here for yourself that um you could say pretty pretty basic simple and easy stuff okay now basically first of all you're gonna go ahead and you're gonna make sure that you actually have a few deals in here now if you don't have deals you can always create them or import them now importing deals they're going to give you two different options okay now you can either Import in a CSV or an xlsx or xlx format okay as you can see import contact company deal ticket or product information into HubSpot and as you can see that they're gonna give you you know two pretty good options and those options as you can see they're gonna work pretty well for you so go ahead and add whatever option will work best for you in my opinion uh I guess importing using this is better because um like obviously Excel has you know those records and stuff records rows and you can add data pretty simple like pretty simply and pretty easily in those so yeah just uh make sure to have the data properly spread it out okay and once the data is properly spread it out from going out what you're gonna do is uh you know you're you're gonna get a proper affiliation or a proper working with the all the things that you know actually constitute all of that so once basically we've discussed about that let's go ahead and first of all discuss how you're gonna you know create it manually so to create deals manually you're going to come here on create deal okay you're gonna click on create deal and once you click on create deal they're gonna give you this page over here so first of all you're going to keep a deal name for yourself okay now a deal name could be anything I'm gonna go with the first deal right now just you know for an example now once you go into first deal you're going to choose the sales pipeline okay I'm gonna go with the sales pipeline over here you have the deal stage it could be appointment schedule qualified to buy presentation schedule decision maker contract sent closed one close last Etc I'm gonna go with the let's go with qualified to buy I'm going to choose the amount I'm gonna go with this close date choose whatever close date you want okay I'm gonna go with the the 15th of June choose the deal owner that actually owns everything on the deal and then you're going to choose the deal type I'm gonna go with new base business then you have the priority I'm going to keep it on high you have the contacts choose any contact that you're going to have these are the custom contacts that they're going to give you you have the company okay choose any company that you've added and once you've done that you're going to click on Create and once you click on create you're going to see that it's going to actually create you a whole sales deal over here okay as you can see a wholesale steel has been added so let's go in deals as so and once you go on deals you can also uh like obviously this is one view you also have different views to check it in so in different views uh you know you have the kanbin view and all that so pretty basic pretty standard stuff um as you can see you have the name the stage closed date the loaner amount and everything so pretty you could say simple and basic stuff in my opinion you know pretty simple to get your head behind this and obviously once you have discussed all of this which we're gonna do so you're gonna head over to contacts okay now to basically add contact like to add audience you know to gain actual people that are going to access your pages and everything you're going to have to have contacts and if you don't have contacts who are you actually talking to Okay so once you're in contacts as so basically to add yourself some contacts what you're gonna do is you're gonna basically go ahead and same as the deals okay you're gonna get two options for yourself now the two options could obviously be you know all the stuff over here uh so firstly you have import and then you have create a contact okay now importing same thing as it goes uh you're gonna have tables of the Excel content and you're gonna make sure to um basically create a well table with good formatted data tables and once you have a good formatted data table yeah just import it and it's going to import the information as so but if you don't want to you know use an Excel page if like you don't if you do want to add it manually I would prefer you use an Excel page but if you added manually for yourself you can just come here and start adding things so here you can see you're gonna add an email first name last name you have the contact owner and once you have the contact owner and everything you're gonna go to job title and everything you know let's come to this section in like a second let's go ahead and discuss once again the connecting of personal email okay now we're gonna head into General and you're going to go on email okay once you go on email let's go ahead and actually connect the personal email because it's pretty as you can see you can also turn on inbox Automation and it's pretty useful for you as you can see you can send and schedule emails from HubSpot log email replies top spot automatically so just follow-up tasks Etc I'm going to go ahead and you know just connect my inbox for better measure and obviously I'm going to go ahead and add the email my personal email my very own email and once you do that you're going to click on next and once we click on next obviously we're going to wait for things to actually load up and here we go so set up your email account your email is hosted by Google we recommend connecting to Gmail so obviously you can choose a an email provider yourself or you can you know just directly connect it to your Google if you want to that totally depends on you of course so obviously I'm gonna go ahead and connect to my Gmail once you do that you're going to come here here's what to expect when you connect to HubSpot so you have all these things over here okay you can go ahead and read them for yourself if you want to now once you've gone through these things we're gonna go ahead and we're gonna click on continue now once you click on continue obviously it's going to load you up into the whole interface so let's just wait for it to do that for us and once it obviously loads up what it's going to do is it's going to ask us to you know log in with the email that we actually want to go ahead with we actually want to you know give the green light to so I'm going to go with the email that I just entered up there so here's the email and let's just wait for it to you know load me in to the whole interface pretty basic pretty easy stuff as you can see right here we have it so HubSpot wants to access your Google account obviously I'm going to go ahead and click on allow and once you click on allow obviously it's going to load you up even more so we're just gonna wait for it to load us in and once it loads Us in here we are so let's go ahead connect your email verify everything and once you do that basically they're gonna you know give you to download an extension I'm obviously going to go saying no thanks I don't want to you know download an extension or anything right now for myself and once you do that there we are so you've connected a personal email for yourself and everything is uh yeah I'd say it's everything's good to go now once you know these things are done and you have an email added let's go and add uh or create an email signature now you're probably wondering what is an email signature and why do we need to add it so create an email signature what you're going to do is you're gonna basically uh go over this and uh hover over configure and here it's going to say edit email signature you're going to go on that email signature will be used in one-on-one emails through you know the HubSpot CRM it's like a one-on-one messaging system that you know in my opinion would just work well when it comes to talking about you know the whole email bit and stuff and I would like personally use it so you know I'm just gonna add something like that you can also choose HTML if you want to if you know coding you can use HTML I'm just going to go with that and click on Save and there we are so we just connected our email and you know set up our email signature and obviously you can go ahead and connect your calendar as well so I'm going to go on calendar okay now why do you want to connect your calendar basically to connect your calendar like if you connect your calendar what's going to happen is let's say if you have schedules on your calendar if you've like set dates that okay I'm gonna do this on that day that on this day what's going to happen is accordingly to that it's going to integrate itself and it's going to understand that okay the user is not free on this day or the user is not free on that day so let's not schedule anything on that day let's not schedule anything on this day so you get the point basically it uh sets things up for you and it allows you to uh you know have better temperament and stuff so once you've done with uh once you're late done with all this now what you're gonna do is you're gonna head over like once you connect to your calendar obviously uh you can also head over to tasks and obviously once you've connected your calendar in tasks you're gonna see all the tasks that you've implemented in your calendar and stuff and you know pretty simple stuff now we're gonna head into account defaults now what is account defaults and not why are we heading into this account defaults are obviously the default settings in your account and in in my opinion I guess I'd say it's pretty nice necessary to check these out because account defaults are let's say if there's uh if you want to go back to some default settings you should set it up over here like we don't actually want the HubSpot CRM to mess around with our things if we want to go with a default setting we we want it to be actually going to a default that we actually want okay so you can set that stuff over here then obviously comes adding users you for that you're going to go on users and teams and once you go on users and teams the fun thing about HubSpot crm's free account is that it allows you to add unlimited users for free in your HubSpot CRM account how cool is that so obviously as you can see right now it's given us uh one user but to obviously add more users you can either export them uh you can import them or you can create a user yourself okay and creating user same as creating you know contacts and all that just go on create user okay and once you go on create user you can create new users and add email addresses all that and you can also upload a CSV file where you can you know add multiple users as I stated before in the video you can add multiple users at the same time in one video so you know how cool is that like that makes life so much easier for you and the people around you so obviously once you've uh you know discussed about this let's go ahead and also discuss about uh you know the email addresses the bunch that we're gonna add for our email address now basically we're gonna come back here okay you can also like give them permissions and invite them to your space if you want to okay pretty simple stuff now also do remember that once you add users and you know by the way you can also add teams you know proper teams if you want to add them once you've added them you can also set up their permissions you know keep your team organized and stuff now let's go ahead and discuss hubspot's free features more in depth so obviously you can see up these tabs your contacts conversations Marketing sales service Automation and reports okay so what will we make of these so to get started off with these basically what you're gonna do or what we're gonna do is first of all we're uh gonna go on contacts as so okay and obviously in the free plan as I stated you can add up to a million contacts for free like imagine a million contacts that's a lot like think about it million is tons and tons of contact so obviously same with this you can go on import and once you go on import uh you can see start on import and you can use three different settings for importing you know import file from computer which is again a CSV XLS or xlsx file then you have import and opt out list okay you can import a whole list that you've opted out which could be a txt file Etc and then you have you know repeat a past import again pretty simple stuff so well once like we've gone through that let's go ahead and actually create a contact one by one for ourselves okay now creating a contact one by one for ourselves obviously it's manual work and uh relatively it's gonna take more time than you know actually importing a page or something because come on like importing a list will obviously relatively take you like less time than actually going ahead and one by one creating a proper contact for yourself because that's just common sense so that's why I keep on recommending that adding contacts by yourselves is much more efficient much easier in my opinion but obviously it always depends on the user whatever they want to go with it always depends on you so I'm gonna go ahead and show you how you're gonna actually create a contact so you're gonna come here and obviously they're gonna first of all ask you the email and first name and last name of the user that you're creating a contact for so I'm gonna go ahead and add an email as so then I'm gonna add the first name last name unless you do that they're gonna ask me to you know add the contact owner and everything uh you're gonna add the contact owner mine is already added then you have the job title I'm gonna go with CEO you have the phone number go ahead and add a phone number you know like not necessary to be honest you can always keep it uh empty and then you have the um life cycle stage it could be a lead subscriber qualified opportunity customer Etc I'm gonna go with marketing qualified lead and then you have the lead status and everything I'm gonna go with open okay and once you've done all of these obviously do make sure to uh cross check and see if your information is actually correct and uh then you're gonna get two options down here okay you can you're gonna get create and create and add another now I don't really need to explain what this means but like just for an overview if you just do create it's going to create one user and you're gonna back into the main dashboard create and add another will basically uh you're gonna create one and then obviously it's gonna open another page like this so basically it's type of speed running it okay so you get the point so I'm gonna just go ahead and create and as you can see once you create it's going to bring you to the whole page like it's not going to let you add another user unless you actually go back to manually add it yourself so once we're here you know this is like obviously we've added the user this is where you're going to manage the user now to manage the user as you can see you you have different things going on around here you have the overview activities and all these things to go along with it okay now different companies deals tickets payments attachments all these things to go along with it pretty simple stuff you know like once you read them you know what you're getting into you know what you're actually messing around with and obviously over here you can see you have a note you can create an email for this user you can make a phone call with them create a task for them schedule a meeting more options you know tons and tons of things to get yourself you know affiliated with and get behind then obviously in uh further retrospect what you're gonna do is you can come here to the activity section and in the activity section as you can see you have all these things like activities notes emails tasks meetings and over here you can see more different things for yourself and it's it's pretty simple in my opinion then obviously if you were to go back and contact in contact again you can see all these things that go around with your page now you can add different views for yourself as well and you can change leads you can change lead statuses Etc now in contacts we're gonna go to the companies option now what is the company option and what does it do for you so once you're in company it's time to get organized start by giving HubSpot data to work with like companies after you can sort search and filter to find what you need and hide what you don't so obviously as you can see it gives us a blueprint of how things work uh you know how things actually are when it comes to editing so obviously you can create companies for yourself as well in the same way we created contacts okay go ahead and import stuff if you want to or just go ahead and create a company manually you know pretty simple stuff and pretty basic stuff to get your head behind uh then obviously further on we're gonna move on to calls so you're gonna go on context and you're gonna move on to calls and once you're in calls obviously you can see all these things over here and in calls you can like um once you have like proper companies and contacts in your uh you know interface in your CRM space from there on out what you can do is as I stated you can add calls for them now scheduling calls again pretty easy in my opinion because uh scheduling calls basically allows you to gather your customers to gather your workspace members and all that so pretty pretty simple stuff pretty basic and easy stuff to get your head behind and uh so yeah basically yeah you get the point now obviously further on uh you have the conversations and the marketing tools Etc okay you can get your head behind all of that stuff too as well if you want to then you have the Marketing sales service automation we're going to be getting into all that so right now let's go ahead and talk about activity feed activity feed is you know all the use users that we added the contacts companies this is where you're going to see the activities that goes on behind the scenes like stuff you don't know so you can see this person marketing director clicked this link this person did this this person did that so as the CEO and the manager of the CRM platform you're going to get all the information and you're gonna get all the latest updates on what people are doing when they're doing it how they're doing it and all that so you get the point and then finally there's lists okay now lists are basically to power your business you can create a list as they say create list to power your business use lists to segment by industry size location value or anything else that you can imagine okay now as it states lists is uh just better when it comes to um you know segmenting your business creating power creating powerful you know segments charts graphs and all that so it's pretty basic stuff okay pretty easy stuff to get your head behind and uh to work with it is relatively much easier okay now obviously you can go ahead and uh mess around with it uh in whatever way you please but like in easier retrospects and in easier ways what you can do is we're gonna obviously two options you can either import or create it manually by yourself okay now again importing is a relatively um easier because they're going to give you an option to import it in the Excel format and again I can't stress on this enough the Excel format will save you tons of time it will save you a lot of time so again I recommend using the proper Excel format you know using the xlx xlsx CSV all that you know go ahead with all that but again if you just want to add it manually you can come here on Create list as so and uh once you go on Create list you're gonna get you know two options over here so you get contact based where you can create a list of contact records and then company base where you can create a list of proper company records for yourself okay now obviously in these two sections where they're gonna say what kind of list are you creating okay you get two options active list and static list so activists automatically update overtime records will join or leave the list as their properties change you have static lists where static lists do not automatically update Azure records change a static list represents a single moment in time okay so you have both these things going on for yourself and as you can see pretty I'd say pretty simple and easy to get your head Behind These pretty yeah they're pretty robust and pretty easy to mess around with in my opinion so obviously we're going to go on contact based and here's your list name please name this list before saving it okay so obviously we're gonna go ahead to create the list you're gonna first of all add the list name and everything so let's go and add you know I'm gonna add it first demo list I'm gonna call it first demo list and it gives you the option to either make an active list or a static list obviously uh I'm gonna make an active list and I'm gonna click on next and once you click on next it's going to ask us to start adding filters you know let's add a company property filter and once you add a company property filter basically what it's going to do is uh it's gonna you know ask us to add more filters and all that and once you're done with that you're going to click on Save list and yeah basically you're going to be good to go so that's you know the whole list concept let's go ahead and start discussing about conversation so in conversations the first uh option that you get is Inbox and inbox as you can see say hello connect your first channel and start bringing conversations to your inbox so here you have email okay manage and respond to emails from your inbox then you have chat connect live chat to engage with your website visitors in real time create Bots for qualifying leads scheduling meetings and customer support then you have forms connect and respond to forms from your inbox and then you have Facebook Messenger where you can manage messenger conversations from your inbox create Bots from Facebook Messenger okay pretty uh basic stuff pretty easy stuff you know like it it really goes into the depth of technicality when it comes to talking about you know different widgets of communication for your page so yeah you get the point of this now obviously you have more in-depth things like let's go ahead and discuss emails okay so I'm gonna come here click on email and once you click on email as you can see what kind of team email do you want to connect okay so the they're going to give you three options firstly you have Gmail connect a Gmail account to your actual inbox okay now this is relatively pretty you know basic stuff and I guess we actually have done this you know so I'm not gonna do this again but then you also have the Microsoft Outlook it allows you to connect to Microsoft Outlook account to your inbox then you have other mail account connect other accounts by setting up email forwarding so you get the point of this you get the gist of all of this you get how it works now you can also use your HubSpot fallback email if you want to go ahead with that you know pretty simple and then obviously you can if I were to go back same case scenario for chat forms and Facebook Messenger okay just go ahead with one of these like let's say I'm gonna go with chat once you go with chat it's going to give you all these things so these are this is obvious your chat widget and you can choose the color scheme that you want with it then you have a you know uh child flows and everything and creating your child flows is also pretty important so I'm going to get into that too in a second let me just you know show you the whole editing Prospect of this so once you're done with this you're going to click on next here's your child flow so you create your first shot flow you can create more live chat or bot chat flows later for yourself if you want to you have chat headings where you know you can get specific users and teams for yourself and obviously then further on uh you can see that you can add the contact you can add the description and everything you can assign conversations to people Etc okay uh and like I'm I skipped that because we're going to create a child load separately then you have chat availability you know based uh you can base it on user availability like if a user is actually available or you can base it on working hours that would uh probably be the smarter and wiser option to have because you know a user could be available at any time but working hours are fixed time so a user could actually come in those times to you know ask you that hey it's your working hours can I talk to you so you get the point then obviously we're going to click on next you have the preview you know you have different previews in this case you can check the tablet and mobile view as well obviously in Mobile you're not gonna get it but in tablet and PC you're gonna get it so if it's good to you just go on next and you can install hop chat as you can see you have this code that they made for you it's an embedded code place the code right before the end of the body tag on any page that you want to enable HubSpot on so you get the point and you have a proper you know body code so just copy it and you can also verify the installation and stuff skip for now and there you go live chat is now connected to your page so you get the point pretty simple stuff and pretty easy stuff to get your head behind now that we've discussed that let's go ahead and discuss chat flows okay and what are child flows and how are they helpful to you how can they actually help you how you know you can use them to have a much uh you could say simpler and easier workflow to mess around with so once you open this once you open chat flow here you can see it's customize your chat widgets appearance and availability go to your inbox settings obviously uh that's what the appearance is for and I just showed you how to mess around with the appearance but now let's actually go and create a child flow for ourselves now what is a chat flow with chat flows basically you can create custom chat experiences for visitors on on your website on Facebook pages with as little or as much automation as you're gonna need you know create a simple welcome message to greet visitors and direct them to your live team or build actual Bots to help qualify your leads or support your customers okay so now you get the point of what job flows are let's actually go ahead and start creating one for ourselves okay so to create a job flow what you're going to do is obviously you're going to come up here to create shop flow and once you go on create Shuffle you're gonna get two options where would you like to add the shop either to your website or to your Facebook Messenger okay you're gonna get two options this is obviously for your Facebook if you have a Facebook account that you can mess around with or you have your website okay obviously like in this case we're obviously going to go ahead and add it to our website I'm not going to mess around with the whole messenger a bit okay so obviously you're gonna go here and select the child flow to start with so you're gonna get options okay now you can either it could be live chat you know where you can walk on visitors and send them directly to your live team you have knowledge base plus live chat where you can give visitors the choice to search your knowledge base on a base or chat with your live team then you have Bots you know concierge Bots immediately give users actions to take like talk to sales help get help and more then you have qualified leads bot ask qualifying questions before passing visitors to look to your live team then you have a meeting bot where you can you know help visitors book meetings such as demos consultations using a meeting link Etc then you have ticket spot where you can collect information from customers and open support tickets for your team to respond to later you have knowledge base plus support bot where you can offer immediate support and smart response handling when and your team is actually away and you have offlinebot offer support to visitors when your team is away and then you can finally start from scratch where you can build a bot that meets your actual needs I'm gonna go with live chat right now okay once you go on live chat you're going to come over here provide a little information you selected live chat select an inbox and then obviously go ahead and choose a language for yourself and once you do that you're going to click on Create and once you click on create as you can see it creates a new job flow for you so how cool is that now once we have created a child flow and everything for ourselves I'm gonna go back over here and one more thing make sure to get a tracking code for yourself so you know you'll need to install the tracking code so we know where your child flow should appear so make sure to install that for yourself as well now let's go ahead and talk about Snippets now Snippets basically as you can see it says save time writing emails and taking notes create shortcuts to your most common responses in emails sent to prospects and notes logged in your CRM quickly send emails and log notes without having to actually type the same thing over and over so as you can see this is like pretty simple stuff so to obviously mess around with them you can go ahead and add a new folder create a new snippet for yourself okay I'm gonna go ahead create snippet once you click on create snippet first of all you have your internal name and everything okay so in your internal name uh you have different things to mess around with so first of all there's a snippet text and everything and then you have an internal name and all that so obviously I'm not gonna mess around with this a lot but you also have the shortcut and everything and um it obviously you start giving a name I'm gonna give it this name as an example and you're going to give it some you know random text I'm just gonna go ahead and write it some randoms you know things as we can see and once you've written all of that what you're gonna do from there is uh basically you're gonna then come down here okay type a word to use as a shortcut this is also important so use a snippet type the symbol followed by the snip shortcut that you enter above the snippet will appear in the text editor so I'm going to call it you know just call it short and then save snippet and as you can see you have saved a snippet successfully pretty simple stuff isn't it now obviously you're going to go back I'm going to go back to conversations come to templates and once I come to templates as you can see over here send your most repetitive emails in seconds turn your best sales into templates you can send without leaving your inbox discover your top performing templates to boost your response rates and close more deals okay so you get the point pretty uh you know simple and easy stuff pretty basic stuff to you know get familiarized with and then obviously uh moving further on you can also see the depth of different things in this case so let's say we're gonna go on new template right now as you can see your team has created one out of five templates so obviously on the free plan you can unlock more templates but uh right now we only have one so I'm gonna you know just stay with that and once you you know discuss all that let's go ahead and discuss the marketing aspect so first of all you're going to come to marketing and click on ads okay so see which ads are turning visitors into customers you're all in one place to manage your Facebook Instagram LinkedIn Google and AD campaigns tie ads been directly uh you know company Revenue see who is interacting re-engage with existing contacts online advertising with the rest of your marketing and all that so you get the point you get it's pretty this is pretty simple in my opinion uh and then you can obviously connect your accounts like Facebook Google ads LinkedIn all that and obviously in marketing you have all these different aspects like email okay email marketing as we all know pretty uh and nowadays a lot of users are doing email marketings so start sending emails for free you know send to 2000 emails around and uh you know get a basic concept of how things works and 2 000 emails per month create 25 static and five smart lists and review-based reportings and more you know go ahead and build your brand with the marketing Hub starter which is uh you know obviously you're gonna have to upgrade your things to do that and you have marketing how professional automate tests and personalize with marketing are professional you can talk to sales about it if you want to and all that so you get the whole gist of that then you have landing pages okay landing pages are another pretty important aspect when it comes to you know marketing and CRM and all that so build lead capturing campaigns with landing pages hubspot's drag and drop editor makes creating new pages pretty fast and simple and you can go ahead and get started with this if you want to okay it's pretty simple just click on get started and here you can see first of all you have the website you can choose a page name for yourself so I'm gonna go with the starter just call it a starter click on create page and once you click on create page basically it's going to bring you here to start your templates choose a starting point for your new landing page want to create a landing page from your theme template sign up for you know their newsletter download for your free ebook you don't want to miss the you know all these different templates that you can go with so just click on select template you can also preview them before you know actually getting into the whole editing bit and once you preview them basically just go on ahead start editing them and uh yeah uh get a proper landing page obviously the editing aspect is pretty easy and simple because um it's a proper drag and drop editor that gives you a lot of different features to you know see and edit from and all that so yeah pretty basic and easy stuff then obviously moving on uh we're gonna come here on marketing and once you're over here you can see websites and you can mess around with your websites pages and blogs you can uh you know uh see about that if you want to and you also have social SEO this feature is included in the marketing of professional obviously your social and SEO is pretty important because social marketing is equally as important as any other marketing if not the most important why I'm saying this is because social marketing basically uh you could say um Ambassador is your brand okay it spreads your brand around it talks about your brand with others and you know you just get a whole uh you could say overview of how things actually work when it comes to discussing all these things then obviously moving further on you have SEO okay and what is seo seo is basically your search engine optimization Now search engine optimization is how up above in the Google search your page will actually appear That's what search engine optimization is and that's what it allows you to do okay pretty as we can see pretty simple stuff pretty basic so as you can see SEO is pretty important because if like our page actually appears on the top lists of Google like in the top searches then a user is most likely to see it first and you know click on it first so you know you get the point you get the gist of it now obviously uh moving further on basically uh let's go ahead and discuss the more in-depth things about the page okay you have campaigns okay and campaigns is your email campaigns obviously and uh you're gonna get this in again the marketing up professional pack and uh like you can get the professional pack by going into the pricings as I showed you just go into the Billings and um make sure to add all those things for yourself once you do that you're gonna be good to go so you get the whole point you can also make forms by the way forms are you know more like landing pages they're used to market now the difference between landing pages and forms is that landing page is a standalone web page okay it's a link that people are gonna be you know just land on and it's pretty standalone forms on the other hand can be added on any page that you have on you know your marketing or management or something like that so yeah the forums page can be added anywhere landing page is just one separate link you know one separate redirect link and all that so you get the point you get the point of how all these things works then obviously comes your sales as we discussed uh previous in the video I discussed the deals and tasks uh and the deals are basically you could say in a way targets that you set for your team members that you know the contacts that you add for yourself becomes tasks tasks are obviously as it states tasks for your workspace okay so spend more time prospecting than organizing your to-do list filter group and complete tasks faster with a new layout plan your day and see your progress track real-time Prospect activity and preview your calendar okay you can ask them to show you around and stuff and you know it's pretty basic stuff you can also import tasks for yourself the same way you import contacts and everything you know just by just going on Excel and once you you know go on Excel you take yourself to excel from there on out as I stated what's gonna happen is you're gonna get a whole interface with the CSV file xlx file xlsx file and all that so pretty basic stuff and then you can create tasks for yourself again pretty simple stuff to get your head behind and all that so yeah pretty simple then you have documents and meetings okay again these are also equally as important when it comes to sales okay and uh pretty pretty simple again so let's say if I were to go on documents you can increase your sales documents if you want to create and send content that actually engages your contacts build a library con of content that's easy to share and track upload any PDF PowerPoint or Word documents that you have and see what content is most interesting to your actual contacts you can use your CRM or connected inboxes to easily send these documents for yourself again pretty uh you know simple stuff in my opinion then you have Services okay in Services you have tickets feedbacks knowledge base customer portal and all that now if I were to go on these Services keep try lack of issues with your customers create tickets and assign them to a member of your team so they can offer the right help at the right time to you and you know you can learn more about tickets uh as you go uh more in depth about things read the knowledge base article and all that you know then you can also set things for yourself by creating dates to get owners last activity priority Advanced filters all for yourself if you want to do that and then you obviously can import things for yourself create tickets for yourself all that you know pretty like basic stuff and then finally comes your automation now automation it's a pretty um important feature for when it comes to your uh CRM and stuff pretty important feature because like what is automation automation is a trigger that triggers another action so let's say if I were on the Nike store okay Nike's online store and over there I buy a product of their store you know I like a product that they are offering and I buy it off their store and once I buy it off their store what's going to happen from there on out is they're going gonna basically send me an email that hey you bought our product it's going to be shipped to you and you know this much days or that much days so you get the whole point you get the whole point of what that does for you so it's uh you know pretty simple stuff to get your head behind all of this and uh you know again talking about these things you know just makes it easier to um explain to it to someone so if you have a general idea now of how you know automation actually works then that's well enough because if uh let's say if it actually you know is something that you would want to get your ad behind and I recommend that you start getting into it straight away because um you know the whole you could say aspect of editing uh I'm sorry the whole aspect of automation it's pretty useful when it comes to a platform form like this especially with email marketing and stuff automations are pretty useful now basically what you can do about that in more depth is you can go to reports and see your analytics by going into the Analytics tool the dashboards reports data management and all that you know pretty simplistic stuff pretty basic stuff and once you understand how to work with that once you understand how to you know mess around with that basically from there on out I guess it's pretty easy to go on ahead pretty easy to understand how things actually work for yourself so yeah and I guess basically that's about it for this video if you found this video informational please do make sure to drop down a like And subscribe to the channel and if you want to see more videos like this in the foreseeable future please do make sure to let me know down in the description below and if I left anything out or if you have an issue with anything that I stated please do make sure to let me know down in the comments below and I'll fix those issues for you but yeah basically until then I hope you all keep having a great day that's basically all from me and I will be seeing all of you next time thank you for watching this video till the end and keep having a great day goodbye

Channel: The Social Guide

Views: 11,447

Keywords: hubspot tutorial for beginners, hubspot crm tutorial for beginners, hubspot tutorial, hubspot crm tutorial for beginners 2021, hubspot crm tutorial, hubspot marketing tutorial for beginners, hubspot tutorial for beginners 2021, hubspot sales tutorial for beginners, hubspot tutorials, hubspot for beginners, hubspot tutorial videos, hubspot cms tutorial for beginners, hubspot, hubspot crm tutorial for beginners 2023, how to use hubspot, hubspot tutorial 2023, hubspot crm

Id: jvb5iTBWhIs

Length: 57min 56sec (3476 seconds)

Published: Wed May 17 2023