HubSpot CRM Tutorial for Beginners

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  • Опубликовано: 19 дек 2024

Комментарии • 187

  • @adeyemiadesewa4225
    @adeyemiadesewa4225 Год назад +32

    free?

  • @technewsfortechnoobs
    @technewsfortechnoobs 11 месяцев назад +136

    I knew NOTHING about HubSpot, or even its sheer existence, until today when I was contacted about a role that integrated data from Qualtrics and HubSpot together. So...I did what I always do. RUclips University.
    Now I'm a top candidate for this role just by watching this one single video!

    • @not_unsxgned
      @not_unsxgned 8 месяцев назад

      Did you get the job? lol

    • @technewsfortechnoobs
      @technewsfortechnoobs 8 месяцев назад +24

      @@not_unsxgned not only did I not get the job after the initial call...I never got an actual interview.

    • @chaohuang816
      @chaohuang816 4 месяца назад

      @@technewsfortechnoobs sorry to hear that. You tried and did your best!

    • @aprilcleghorn7835
      @aprilcleghorn7835 2 месяца назад

      ​@@technewsfortechnoobs 😂😂😂😂😂😅

    • @NN-xg3cf
      @NN-xg3cf 14 дней назад

      @@technewsfortechnoobswait are you serious?😂 please Dont give me hope. I want to apply for jobs but no CRM experience

  • @davidjackson5660
    @davidjackson5660 Год назад +43

    Love the simplicity, urgency, and speed of overall presentation

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад +2

      That's great feedback because that's exactly what we want to deliver, David.

  • @tangiblewords
    @tangiblewords 9 месяцев назад +8

    Lovely intro to the HubSpot CRM. We’re big fans of HubSpot, and this is a really solid video to show to those who are just getting started!

  • @anthonys.7334
    @anthonys.7334 10 месяцев назад +15

    You are on fire. I truly enjoyed your way of presenting. Got the most of it at first time. You made me fall in love with Hub Spot. Thanks very much, Mark.

  • @NN-xg3cf
    @NN-xg3cf 14 дней назад +1

    Wish all of my lecturers in life taught like this. I'm a visual learner so this is perfect for me

  • @DavidGonzalez-bn4gw
    @DavidGonzalez-bn4gw 11 месяцев назад +14

    Amazing presentation! Broken down in a simple and plain manner easy to understand and quick to the point

    • @MaxsaleSolutions
      @MaxsaleSolutions 11 месяцев назад

      Agreed. Easier to digest, isn't it?

    • @HubSpot-CRM
      @HubSpot-CRM  11 месяцев назад

      Thank you for the feedback. Marc will be pleased to hear that!

  • @Frankivitis
    @Frankivitis 8 месяцев назад +6

    Blast from the skating past with Christian Hosoi. Nice.

  • @jovinzafra579
    @jovinzafra579 Год назад +4

    I am a cold caller/appointment setter. This is very convenient. Thank you!

    • @Enjolia19
      @Enjolia19 Год назад

      Did this ease your efforts with cold calling

    • @MaxsaleSolutions
      @MaxsaleSolutions Год назад

      Well done on using Hubspot, Jovin!

  • @nuellaezeonyiwara3673
    @nuellaezeonyiwara3673 Год назад +4

    Many thanks for this video. Now I have a better understanding on how to use HubSpot CRM.

  • @RonnieReich
    @RonnieReich Месяц назад

    A lot of excellent tools to use. Much better than the previous CRM we were using.

    • @HubSpot-CRM
      @HubSpot-CRM  Месяц назад

      Thank you, Ronnie. We're thrilled that our CRM supports your business.

  • @kalebrown3040
    @kalebrown3040 Месяц назад

    Came to research for work, stayed for the Dead references. Well done!

  • @MorganLusk-z7p
    @MorganLusk-z7p 10 месяцев назад +25

    But I have a question. I need someone to break down the differences between pipelines, tasks, tickets, etc. I cant wrap my brain around all the things and how they relate. I dont mean a video showing me how to create each one, just explaining the flow I guess is what I mean. Does that make since? I am overloaded with all the lingo

    • @nungarinyarua7025
      @nungarinyarua7025 9 месяцев назад

      Start from the basics. Use chatgpt to help you with the words.

    • @68a3ahgenral7
      @68a3ahgenral7 5 месяцев назад +5

      ChatGPT exists

    • @Giftyspace
      @Giftyspace 4 месяца назад +29

      Pipeline is your sales unit or department .
      Tasks are job assign to you
      Tickets are customers problem or concerns.

  • @SteveAckley1
    @SteveAckley1 Год назад +11

    Great video - thank you for keeping it short, to the point and moving quickly.

  • @DashTheShadowShaper
    @DashTheShadowShaper 4 месяца назад +3

    I love the energy of this presenter, and I love the smooth and high quality screen recordings, but a year after this video has been published the redesign of the website has it a bit tricky to follow along in today's hubspot layout. I hope you guys have the chance to re-shoot this tutorial's screen recordings to accurately track with the latest hubspot UI.

  • @AnthonyAzar-v1h
    @AnthonyAzar-v1h Год назад +5

    Thank you for this wonderful video!
    Simple easy to understand and straight to the point

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      The team was so happy to hear that! We are constantly working on pacing and storytelling - good to know it works for you!

  • @BeatriceKokori
    @BeatriceKokori 3 месяца назад

    Quite educative. You just made this CRM tool so easy to understand.

  • @SouhailEntertainment
    @SouhailEntertainment 4 месяца назад +1

    Introduction and Overview of HubSpot CRM - 00:00:00
    Setting Up Company and Contact Records - 00:00:27
    Navigating Contacts in HubSpot CRM - 00:00:56
    Detailed Contact Information and Actions - 00:01:25
    Setting Up Companies in HubSpot CRM - 00:02:49
    Customizing CRM Views and Columns - 00:03:18
    Importing Data into HubSpot CRM - 00:03:50
    Managing and Customizing Contacts View - 00:05:53
    Creating Contacts Manually - 00:06:26
    Creating Custom Lists in HubSpot CRM - 00:07:34
    Using the Deals Pipeline - 00:09:12
    Adding and Managing Deals - 00:09:39
    Using Reports and Dashboards - 00:11:39
    Customizing and Utilizing Dashboards - 00:12:40
    Automated Features and Capabilities - 00:13:09
    Conclusion and Getting Started with HubSpot CRM - 00:13:39

  • @latrishu9720
    @latrishu9720 5 месяцев назад +1

    I love your energy. This tutorial was extremely helpful. Thank you so much.

  • @ShredSticker
    @ShredSticker Год назад +7

    Thank you for the simple fast tutorial (Didn't know the Grateful Dead sold Donuts!)

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      We are excited to have some Grateful Dead fans in our community.

  • @SteveKercherMusic
    @SteveKercherMusic 4 месяца назад +1

    Can you create landing pages to collect new contacts using a freebie? Can you then make an automated welcome email flow?

  • @charancherrry_yt
    @charancherrry_yt 4 месяца назад

    This is well made & presented to the layman's eye
    Loved this!

  • @sabreenahmed1877
    @sabreenahmed1877 2 месяца назад

    Great video, and amazing presentation. Thank you so much dear

  • @rfvuhb9305
    @rfvuhb9305 Год назад +4

    Great tutorial! I learned a lot from this video. The instructor did a great job of breaking down complex topics into easy-to-understand sections. Highly recommended for anyone interested in learning Python.

  • @mrsmariehornung
    @mrsmariehornung 10 месяцев назад +2

    Ok you are fun to watch! Thank you!!

  • @jobellelagunday9986
    @jobellelagunday9986 Год назад +1

    I love this! Concise, direct to the point.

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      Thanks for the love! Marc will be happy to hear it.

    • @MaxsaleSolutions
      @MaxsaleSolutions Год назад

      Couldn't agree more. Been using Hubspot for years, and it's an amazing tool.

  • @BrettAdelman
    @BrettAdelman 6 месяцев назад

    Great tutorial, Marc! Thanks for all the great information! You answered a lot of my questions... Nothing left to do but smile, smile, smile =)

  • @clairethereseamular4214
    @clairethereseamular4214 Год назад +3

    Thanks for this video😉😉I'm a newbie VA and this video really helps me..

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      We are glad it was helpful, Claire!

  • @warrenshuttleworth8427
    @warrenshuttleworth8427 9 месяцев назад

    I do a lot of snail mail for my business as well as emails. Can this CRM help with merging contact information to mailing labels? I have a hard time doing it in word and excel. I’m looking for a easier quicker way to set that up. 4:46

  • @elevateanddelegate
    @elevateanddelegate 4 месяца назад

    HubSpot is our favorite CRM!

    • @DASHApps-CommaFWD
      @DASHApps-CommaFWD 3 месяца назад

      Use DASH APps to superchare your experience!

  • @Miss_Carr
    @Miss_Carr 3 месяца назад

    This video was very helpful. Thank you.

  • @DASHApps-CommaFWD
    @DASHApps-CommaFWD 3 месяца назад

    Very helpful, thank you for posting.

  • @VictorOkoroji-o9t
    @VictorOkoroji-o9t Год назад +1

    Are the features you review in your video all included in the free model?

  • @BrandonGroves-w2b
    @BrandonGroves-w2b 3 месяца назад

    Thank you, this was very helpful!

  • @jaspreetkau3829
    @jaspreetkau3829 Год назад +2

    Whats the difference between contacts and companies here?

    • @HubSpotMarc
      @HubSpotMarc Год назад +2

      Contacts are people and companies are their parent organizations. Does that make sense?

  • @vicsoriano1940
    @vicsoriano1940 3 месяца назад

    Thanks for this! Very clear.

  • @hashirahmed5727
    @hashirahmed5727 2 месяца назад

    what should i do if i have data of multiple niches? is there a way for me to create groups or sequences like in apollo? or so i need to put all my contacts in one place and then create a list or something?

  • @estebanlopezbetancourt
    @estebanlopezbetancourt Год назад

    great video, is inspiring specially when it comes to present CRM solution to our customers.
    Thanks for the quick video

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад +1

      Glad it was helpful! Is there anything you'd like us to cover in an upcoming CRM video?

    • @estebanlopezbetancourt
      @estebanlopezbetancourt Год назад

      @@HubSpot-CRM architecturing hubspot for abm ( contact and account stages, workflows and rules, tips, suggestions, best practices)

  • @laurenaguayo
    @laurenaguayo Месяц назад

    Are fb leads from leads center transferred?

  • @freedominspired
    @freedominspired 25 дней назад

    Thank you for all of the information! I am an outside sales representative that sells products to three different groups, all B2B. Does Hubspot allow me to separate all of the businesses I sell to into three groups?

  • @ShannonLamanna
    @ShannonLamanna 10 месяцев назад

    Could i use this to email hotels to inquiry/ send invoicing for commission? This would be so helpful! Would I have to put the data into the companies section instead?

  • @gaelleskura8098
    @gaelleskura8098 9 месяцев назад

    Is it totally free? can you synchronise an email already exiting for the Email section?

  • @eal918
    @eal918 7 месяцев назад

    Do you have tutorial on designing email templates? Or are there free apps I can integrate to use free email templates?

  • @elevateanddelegate
    @elevateanddelegate 4 месяца назад

    Love this. We use HubSpot as well.

  • @antonioturner8485
    @antonioturner8485 5 месяцев назад

    Is there a certain spreadsheet program you need to have contacts automatically imported or will a Microsoft spreadsheet suffice? Thank you

  • @FreyBlake-n2o
    @FreyBlake-n2o Месяц назад

    Do you know if it's possible to have lead notifications with free CRM?
    From a Facebook ad Landing page pixel, can I track that and have instant notification when a lead comes in for my client so he can contact them?

  • @user-xj4ek1se1d
    @user-xj4ek1se1d 5 месяцев назад

    does hubspot offer invoicing, quotes etc?

  • @SherryHedenberg-g3t
    @SherryHedenberg-g3t 11 месяцев назад

    What is add multiple files with associations in the upload existing data section?

  • @OrderStore-s9o
    @OrderStore-s9o 5 месяцев назад

    I love this Passion! It's amazing

  • @PieterBreda76
    @PieterBreda76 7 месяцев назад

    Thank you for the clear video presentation. Is it possible to integrate Whatsapp business messages in the contacts tab toolbar?

  • @andyb.4972
    @andyb.4972 6 месяцев назад

    Can you sent bulk texts to selected contacts through Hubspot?

  • @amakaobi1127
    @amakaobi1127 Год назад

    I had an error of unmapped column, pls how do I go about it and what was there is first name

  • @SweatReno
    @SweatReno 7 месяцев назад

    Does this platform take information from other software? I use Vagaro...does it integrate?

  • @jacobmalesh6947
    @jacobmalesh6947 10 месяцев назад +3

    Great simple video. Nice to see that you're connected with Phil, Bob, & Jerry 💀🌹⚡🐻

  • @ma.mermanepomuceno6036
    @ma.mermanepomuceno6036 6 месяцев назад

    Help me on how to "ADD" option (drop down) under category

  • @severinaadames
    @severinaadames 10 дней назад

    How do I join HubSpot without a website company? I just want to practice.

  • @ladycapricorn1289
    @ladycapricorn1289 Месяц назад

    thanks. I learned a lot here..

  • @Ismail-md
    @Ismail-md Год назад

    Hi,
    Birthday reminder is it available in HS?

  • @CallWork-vc7wc
    @CallWork-vc7wc 7 месяцев назад

    Our call center has experienced VAs ready to start in the best price you could get!!

  • @emiliomigliozzi294
    @emiliomigliozzi294 9 месяцев назад

    How do i use this free version and use it with my students pretending we work for a company. Is it just a one user app.

  • @itsjmmariano
    @itsjmmariano 9 месяцев назад

    This is amazing. Thank you.

  • @valentinavelado1516
    @valentinavelado1516 Год назад

    Wich are the restrictions for the free one? Or do we have access to all software functions?

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      Hi Valentina, there is only one HubSpot CRM and it is completely free. This includes unlimited users, data, and up to 1,000,000 contacts with no time limit or expiration date. Some interesting features are the Meeting Scheduler, the Email Template Builder, the Live Chat and the AI Email Writer. Learn more here and give it a try (it's free forever): clickhubspot.com/jyv

  • @raquelrodriguez865
    @raquelrodriguez865 Год назад

    Love this guys enthusiasm, hahha :D

  • @fink4439
    @fink4439 9 месяцев назад

    Can I have sample import data so I can practice it?

  • @TITANSKATEBOARDTOOLS
    @TITANSKATEBOARDTOOLS 10 месяцев назад

    Yo! Gonz, Hosoi, Hensley and Cab? Hosoi skates for TITAN! Great video.

  • @JamR0ck
    @JamR0ck 10 месяцев назад

    What if I am a sales and marketing agency that would like the ability to manage customer relationships for small to mid-size service businesses. Would Hubspot give me the ability to manage 25 different busineses and their customers?

  • @KITZ_PROPERTIES
    @KITZ_PROPERTIES Год назад

    Amazing video

    • @HubSpot-CRM
      @HubSpot-CRM  11 месяцев назад

      Thank you for letting us know that it was helpful.

  • @meenaguria3490
    @meenaguria3490 Год назад +1

    Thank you making it so simple and easy to understand

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      We're glad you found Marc's video helpful! It's always our goal to make things simple and easy to understand for our viewers.

  • @MariusForster
    @MariusForster Год назад +5

    Nice

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      Thanks, we are excited to hear that.

  • @crismacintosh
    @crismacintosh 11 месяцев назад

    I was looking for a video to help me with my new Paid Vernon (didn't want Hubspot branding) and how to just create a basic list with all my contacts to send an initial email. My active List is limited to 50 as well...not sure how that will work when my plan is 1000 contacts...I'm confused.
    I just need basic basic help to get my first email out, to all 73 contacts, one list.

  • @iamjanmorris
    @iamjanmorris 7 месяцев назад +2

    why does my hubspot look different to yours?

  • @lawalseleem2126
    @lawalseleem2126 6 месяцев назад

    Pls wat is CRM download as you create an account

  • @rosierivera6376
    @rosierivera6376 Год назад

    how do you import and continuously sync contacts from google

  • @EarningLifetimeshyerBazer666
    @EarningLifetimeshyerBazer666 8 месяцев назад

    In order for people from all over the world to understand these courses, driving through RUclips Auto Truck in different languages of the world is necessary, not only in English language.

  • @HariPrasad-mn5vu
    @HariPrasad-mn5vu Год назад

    I thought Hubspot and CRM's in genral are hard. Thanks for proving me wrong team.

  • @RobinHablani
    @RobinHablani 7 месяцев назад

    Great explaination for beginners

  • @flosbrot
    @flosbrot 3 месяца назад

    very nicetutorial, we are very happy using hubspot! offtopic, may I ask which software you use to creat the tutorial?

  • @andreaspapakanellou3804
    @andreaspapakanellou3804 10 месяцев назад

    great stuff my guy

    • @HubSpot-CRM
      @HubSpot-CRM  10 месяцев назад

      Marc will be stoked to hear that his tutorial was helpful!

  • @Xtianu
    @Xtianu Год назад +1

    What does HubSpot with my information?

  • @competitors1800
    @competitors1800 Год назад

    How can I use it if I do not have any website link? I want to watch it and learn it

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      Are you looking for a website link to get access to the free CRM? You can get it here: clickhubspot.com/jyv

  • @primeworlddigitaleducation7903
    @primeworlddigitaleducation7903 11 месяцев назад

    Wow... Amazing tutorial

  • @mercerpickens
    @mercerpickens 5 месяцев назад

    Came for the information, stayed for the Grateful Dead references :)

  • @RandallAlbano
    @RandallAlbano 10 месяцев назад

    Sadly I can't find 'Automation' button...

  • @helpubroker
    @helpubroker 3 месяца назад

    Dont think you get this feature on the free version ?

  • @AngelleJoyMalingin
    @AngelleJoyMalingin 4 месяца назад

    Thank you so much !!!!!! 😃

  • @NemraRPG
    @NemraRPG 3 месяца назад

    You really need to declutter this GUI, based on this video your focus is on the staff that is none-operational.

  • @RajwinderKaur-cg8gl
    @RajwinderKaur-cg8gl 6 месяцев назад

    Thanks it is really helpful

  • @sierraegerton2789
    @sierraegerton2789 Год назад

    Do you know how many people you can contact per day using the CRM? I’m looking to do 300 per day. Do you have any suggestions on software that can do this?

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      You can use HubSpot’s free CRM tools at no cost. With up to 1,000,000 contacts and no limits on users or customer data. If you wish to contact via email, you can send out 2,000 emails per calendar month with our free version of Marketing Hub (which integrates seamlessly with HubSpot's free CRM). The Marketing Hub Starter offers a 5x marketing contact tier email send limit per calendar month (5,000 emails): www.hubspot.com/pricing/marketing/starter

  • @hometventertainment2351
    @hometventertainment2351 2 месяца назад

    Thank you Man

  • @josephdoherty5403
    @josephdoherty5403 7 месяцев назад +1

    Grateful Dead jokes. I'm here for it.

  • @JoshWest1187
    @JoshWest1187 Год назад

    Is there any means to incorporate sales out data to use within the reporting tool?

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад

      Great question. Yes, check out our Sales Reporting & Performance Management Software here which could help! clickhubspot.com/y1k

  • @johnbelaska5851
    @johnbelaska5851 Год назад +4

    i love how all the contacts are members of the grateful dead

    • @HubSpot-CRM
      @HubSpot-CRM  Год назад +1

      We're glad some music lovers are noticing. :)

  • @villagewickets
    @villagewickets Год назад

    Awesome

  • @ritikshukla1788
    @ritikshukla1788 5 месяцев назад

    Is HubSpot open source?, if yes can your provide me the docs and github repo?

  • @carolemcginley4813
    @carolemcginley4813 Год назад

    Dead fan!! Weir everywhere!

    • @HubSpot-CRM
      @HubSpot-CRM  11 месяцев назад +1

      We love that you noticed!

  • @laurenaguayo
    @laurenaguayo Месяц назад

    Ok so csv file downloaded from fb and the uploaded to hubspot

  • @MichaelaM-S
    @MichaelaM-S 2 месяца назад

    You can see all these additional details - but no address??? The basic contact info surely should be first to see???

  • @khawar4
    @khawar4 Месяц назад

    Thanks Mark...

  • @mrdeivydrodriguez1
    @mrdeivydrodriguez1 Год назад +1

    Thanks

  • @cathycullen8851
    @cathycullen8851 9 месяцев назад

    Great tutorial... made better by Bob, Phil, and Jerry.