How To Use HubSpot CRM | All-In-One FREE CRM Software for Small Business (HubSpot Tutorial)
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- Опубликовано: 16 июл 2024
- Today I’m excited to dive into our updated HubSpot CRM tutorial for beginners. In this HubSpot tutorial, I’m going to share how you can set up your account and leverage all the impressive free features that the HubSpot CRM has to offer.
HubSpot in our opinion offers the best free CRM software on the market. Their generous free plan allows you to add unlimited users, unlimited data and up to one million contacts.
In terms of the extensive features HubSpot provides, they go beyond CRM related activities and allow you to engage in email marketing, task management, ad campaign management as well as allowing users to create landing pages, forms and scheduling pages.
Check out our full blog post to help you get started with HubSpot here:
stewartgauld.com/how-to-use-h...
I’m going to walk you through how you can use all of the free features that the HubSpot CRM provides.
► Get started with the HubSpot CRM for free here:
hubspot.sjv.io/c/2844094/1001...
*(This link is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!)
► Learn how to use HubSpot’s email marketing features here:
• HubSpot Tutorial - Ema...
► Learn how to use HubSpot’s landing page feature here:
• How To Create A Landin...
► Today we cover the following chapters in this HubSpot tutorial:
0:00 Intro
01:25 HubSpot’s Free CRM
02:02 Create free account
03:12 Getting started
03:31 Account settings
04:00 Connect your email
05:06 Create an email signature
05:46 Connect your calendar
06:58 Account Defaults
07:11 Adding users
08:43 HubSpot’s free features
08:53 Contacts (manage/add)
12:13 Companies (manage/add))
12:50 Calls
12:59 Activity feed
13:07 Lists (segments)
14:16 Inbox
15:37 Chatflows
16:38 Snippets
17:46 Templates
18:26 Ads (manage ads)
19:09 Email (Email marketing)
20:11 Landing pages
21:29 Forms
21:49 Deals (sales pipeline)
24:06 Tasks
25:38 Documents
26:07 Meetings
29:06 Quotes
29:24 Tickets (support pipeline)
29:58 Reporting
32:41 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: mailchi.mp/71ac3fcdbfdf/stewa...
Let me know if you found this HubSpot tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#hubspot #crm 
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Thank you Stewart , your class was very easy . I just transition into tech and I’m learning about so many CRM softwares currently , your lecture made hubspot easy to navigate. Kudos to you !
Glad it was helpful!
Impressive! Learned a lot about Hubspot so easily explained in detail. Thank you Stuart for sharing. God bless you!
Glad you enjoyed it!
Great overview of HubSpot, Stewart! There's so much valuable information. Really enjoyed the in-depth look at all of it!
Much appreciated!
you're doing this so well man. Super impressed
Glad you enjoy it!
Thank you Stewart for an amazing walk-through! Very helpful!
Welcome!
I've had Hubspot for ages, but it's scared the bejesus out of me, but I need a CRM, so today I decided to hit RUclips. Yours was the first video I clicked, and I don't think I'll bother with any others. That was a clear, concise and effective lesson that has left me feeling confident that I can use hubspot to get the results I need. I'm looking forward to my next lesson. And nice to hear a Kiwi accent.
I'm glad you got so much value! Let me know how you get on.
THANKS FOR SHARING... VERY HELPFUL!
Glad it was helpful!
Thank you . What an all encompassing and useful Business platform I am listening over and over, to really get this into my head
Thanks again Su Q VancouverIsland BC CANADA
Glad it was helpful!
Great job, Stewart! Well presented!
Thanks!
Very helpful! Thank you very much!
Welcome!
Great tutorial quite impactful!
Welcome!
nice video. It covered an overview for everything
Glad you think so!
Great tutorial ❤
Thank you! 😊
wow the lecture was amazinggg
Thanks mate
Thanks again for the info from Singapore
I’m glad you got value!
thank u, you're explain every steps very clear 🤭
Welcome :)
Good quick dive thanks
No problem 👍
Great information Bro, thanx
Welcome mate!
This is a wonderful tutorial especially useful for people like myself that is a beginner. Greetings from James J in Limerick city Ireland 🇮🇪 😀
Thank you very much!
GREAT LESSON
Thanks!
This is awesome. I have been looking for a CRM to use with my business. Now and can down grade my subscription with my host because I don't have to use there crm.
Hey Emanuel,
I'm glad you found this helpful!
very helpful
Glad it helped!
Thank you for a wonder class
You are very welcome
Thanks alot for these video Stuart! Quick question, what do you recommend is the best CRM or similar software for a Not for profit? We don't handle donors ATM but mostly need it for stakeholder management, email communications and contact management.
Fairly new to CRMs so still trying to figure things out😊
Hey mate!
Great question. HubSpot is more of a sales focused CRM. Have a look into Streak (if you use gmail) or Bitrix24.
@@StewartGauld Thanks alot for the reply! will do :)
Thanks Stewart great tutorial as always, I use Streak CRM, but this looks good too
Thanks Zane,
Streak is awesome! Do you use the free version or paid?
thanks
You're welcome!
Awesome walkthrough. I have been looking for a CRM that would allow my customers to book a project, upload a file, and receive an estimate from me. Later, allow me to deliver the finished file upon receiving payment. Any ideas? I am barely starting so a free (for now) CRM is a most.
Glad it was helpful! HubSpot is a great option for you. You also have access to many integrations if you use accounting software, project management, collaboration software or other tools.
Thanks a lot Stewart!!! One question: is it possible to import somehow from our CONTACT list to DEALS list the contacts with which we are trying to make a deal? Or vice versa? Or is has to be done manually?
Hey Alex,
From my understanding you will have to do this manually.
Very interesting video... As an agent where and where do you concentrate when you're not admin
Hey,
Sales agent? You would spend your time in deals (sales pipeline), tasks and communication with contacts (leads and customers)
the best
Thanks mate!
subscribed.
Thanks Jay!
I’m currently using ClickUp as my CRM. Now that there’s a ClickUp integration with Hubspot, I’m thinking of learning hubspot properly and using all the features.
Hey Will,
That is a perfect idea. Exciting partnership for both the companies.
Hi stewart, thanks a lot for this is relly helpful as I didnt really understand what actually could I get with the free version, in the timeframe (7:30) you were explaining how to add usesr i wonder if i can add alias emils as a user each? is this possible?
Hey!
You will have to add email aliases using your business email service.
Heaven remember you all the time.
Thanks
hi Stewart, this is a very great content. May I use it commercially for my video training materials?
Yes, absolutely. Go for it!
Hi Stewart, this is such an informative video. I have a question about scheduling meetings, can we link it for virtual meetings, such as Zoom and TEAMS so that a link will be sent to the leads once the confirmation email is sent to them or will the link have to be sent separately?
Yes you sure can. You can setup the type of meeting when creating the meeting link.
love your videos
Thanks, I appreciate it.
Would you recommend Hubspot for a B2B commercial cleaning company? Or is another software a better fit?
Yes, HubSpot would be ideal for a B2B company like this.
Stewart can you show how to connect to your host email? Your Signature sinks to. your own Host email signature like in Apple. Can you connect your Ical calendar??
I will look into this for you!
Hey Stewart! The 'from my analytics library' option isn't available under the reports section in the updated version of HubSpot CRM. It shows the two options of 'from saved reports' & 'create reports'. How to go ahead in this case? Please help. Thank You!
Hey mate,
Thanks for your feedback. Yes the navigation has changed slightly. We will be updating this soon.
Hi Stuart
Great Video.. I've been using Hubspot for many years, however, never really utilized its features as I'm not sure it would work for my business. I run a small recruitment business, mainly perm placements within the engineering sector. I save all my contacts through my email tracking on HS and also give my candidates their Job Title e.g. Security Engineer, however, i have 1000's of contacts on HS but i can't seem to search for the by job title only name, which doesn't work, i understand youy can create filters, however, i don't think i've done that right, hense that doesn't work for me either. Can you offer any points or any other videos covering this, or isn't this CRM right for a recruitment business?
Thanks in advance
Terry Caudwell - Director - Plan B
Hey mate,
I will look at creating a video for this. Yes, you should be able to create a filter to locate specific fields like job title. I probably wouldn't recommend HS for recruitment as its more of a sales focused CRM.
Thank you!! When I try connecting my calendar it says that there’s an issue connecting my account. It says that my email is already connected to HubSpot as a team inbox and that it can’t be used as a meeting tool. What do I do?
Hi mate,
That is odd. Are you part of an organisation that uses HubSpot? If so your Google Workspace calendar may already be connected by the Super Admin. You might also have limited permission on your account.
@@StewartGauld I am the super admin. I’m a one man team , all I’ve done was follow your tutorial.
@@Gottacacheemalll Okay, have you used HubSpot before? What calendar did you use?
@@StewartGauld idk what the problem was, but I deleted my email and re-input it. And it worked.
@@StewartGauld just google calendar and I’ve never used HubSpot. You were the one to introduce me to it.
What do you get on the free version of Hubspot? Is it worth it for a startup with around 5 Leads per week?
Hey Craig,
Yes, the free plan is amazing. Offers all the tools you need for a startup.
List.... List....list 😂 i like how you say that bro
Haha thanks!
would you recommend Hubspot for a clothing brand?
Hey mate!
Yes HubSpot would work for you
Thanks for the video.
I am running a small construction business specializing in masonry and tilework and I am failing to understand how Hub Spot could be beneficial to my business.
It appears that the return on the time and energy invested to learn and set it up would be minimal and not worth it in my case.
Please advise,
Thanks,
Sam
Thanks for sharing! The long-term benefits will bring back the return. Do you manage many leads, customers and projects? If so, a CRM is a no brainer.
@@StewartGauld
I manage whatever leads the marketing brings my way .
Usually a client every couple of weeks. But every clients and related project is entirely different from the other ones ....
Do I need the Teams (paid subscription) feature to allow a view of all sales reps' contacts? I am the administrator.
Hey Trace,
No you should be able to see everyones contacts. Make sure all email accounts are connected.
I am working at Real Estate at Athens Greece. Now I am trying to use as beginner the CRM . I will try to use as first option. Is it more easy for a beginner ?
Hey!
Go for it. This is a great choice.
@@StewartGauld Thank YOU dear Gauld Stewart.
How to use Hubspot for email subscriptions? Like you created a website and there will be subscriptions. How is that set up on Hubspot?
Hey,
We have a tutorial on email campaigns inside of HubSpot, have you seen that?
@@StewartGauld Haven't seen it yet. Could send it to me please 🙏. Thanks . 😊
Can I use hubspot with a work email on outlook?
You sure can!
I am starting a CRM Business would i be able to link other sights like quickbooks and business credit monitoring system
Hey mate,
Yes there are many integrations that you can set up. It also pays to learn how to use Zapier for integrations too.
i really wish HubSpot had a dedicated Mac App.
Am I wrong in wanting that?
They only have the web version and mobile app.
Is better Zoho free or Hubspot free version?
Hey,
I personally, prefer the HubSpot free plan.
Hey Steward,
Can you connect more than 1 e-mail address?
Each user on your team can connect their own business address.
@@StewartGauld We share a company e-mail address.
If I register with the company e-mail address can I give permission to the second employee (if he registers with his own e-mail address) to see the e-mails coming to the company e-mail address?
Can hubspot integrate with Shopify and automate email and sales information over to hubspot
Yes sure can.
Thanks for giving me a heart. Is that the answer to the question? Did you even notice a question? Great job captain oblivious.
@@StewartGauld damn it. Now I have apologize. My bad. Why am I such a pain sometimes. My bad.
surprised, they have already reduced the free capability, quotes says it is available, but useless without being able to add items to product library (which is locked out on free version)
That’s true David.
my bad, i was able to get into a point(not very intuitive), where you create line items, but it does not allow you to include taxes etc,
Your videos are so informative and I want to watch but I've had to bail out. Why have your mouse clicks so loud? Sorry.
Hey mate,
Thanks for the feedback. Yes I need to work on that!
How to tag a client please??
Hey mate,
You can use multiple checkbox" custom properties. This provides similar value to adding tags.
@@StewartGauld Thank you
The require a lot of information for free version
Hey Andrew,
Yeah they offer so much great stuff in the free plan.
POV ymslied
Thanks
Whatever you do, don't use lead 2 client. The software is just too buggy and after 4 months I had to cancel my subscription for the second time. They dont keep their promises either. Horrible experience and total loss for me. Good luck to all. CRM's are mission critical for us agents, so choose wisely
Thanks
I wont be shocked when you become filthy rich!!
Haha thanks mate.
This is the worst CRM I have ever had to use - ACT, Mazimizer and SalesForce, Netsuite leave this clunky Hubspot CRM for dead
Are you sure we are talking about the same CRM?
And this type of critique without explaining in what way HubSpot is clunky compared to other alternatives is absolute meaningless, in my humble opinion.
@@thomashartmann5037 Keep being humble cause you are not a professional user of CRM's. Enjoy your Hubspot clunky world
@@marcusversace9423 Do you really believe that to be a meaningful answer? How can you see yourself as a professional, when you still aren't explaining your reasoning? I am a very professional and experienced user of a lot of different softwares, even if i am not a professionell user of CRM yet. But that's just the reason for me to try to find a productive tool for our small business.
@@thomashartmann5037 Try SalesForce, ACT or Maximizer crm's far better then Hubspot