Getting Started with HubSpot CRM
While we use HubSpot as the main example, the skills you're learning, like managing contacts, creating emails, building landing pages, automating workflows, tracking analytics, and organizing customer data, are universal across most modern CRM and marketing platforms. Systems such as Salesforce, Zoho, Pipedrive, Brevo, Mailchimp, and even e-commerce CRMs follow very similar logic and workflows.
This means everything you learn here will continue to be useful even if you later switch to a different tool or work at a company using another CRM.
Introduction to HubSpot
HubSpot is an all-in-one CRM (Customer Relationship Management) platform that helps you:
- Store and organize contacts;
- Send marketing emails;
- Create landing pages or website content;
- Automate workflows;
- Track sales and payments.
A CRM (Customer Relationship Management) system is software that helps businesses organize all the information about their customers, leads, and interactions in one place.
Navigating & Customizing Dashboard
The dashboard is the "control center" of HubSpot.
Depending on your goals, you can display different types of reports:
- Marketing Metrics
- Email opens & clicks;
- Campaign performance;
- Website or landing-page activity.
- Sales Metrics
- New leads added;
- Deals in progress;
- Closed/won revenue.
- Customer Service Metrics
- Tickets created;
- Response times;
- Satisfaction scores.
You can mix these however you want. HubSpot provides pre-made templates so you don't have to build anything from scratch.
Your first dashboard should NOT track everything.
Start with email analytics + contacts + conversions, then expand later.
Fewer metrics = clearer insights.
Adding and Importing Contacts in HubSpot
Contacts are the heart of any CRM system. They represent the people your business communicates with:
- Leads (people who may become customers);
- Current customers;
- Partners, donors, or supporters;
- Anyone your business interacts with.
Without a well-organized list, a CRM becomes useless, because the whole purpose of a CRM is to track relationships over time.
Most businesses already have spreadsheets with names, emails, phone numbers, or company details.
Importing simply means uploading that spreadsheet into HubSpot so the CRM can store and organize the data.
There are two ways to add people:
Bulk Import (Best for real businesses)
- Upload a spreadsheet;
- Add hundreds or thousands at once;
- Faster, cleaner, scalable.
Manual Entry (Best for small lists or single contacts)
- Add one person at a time;
- Slower, but sometimes necessary.
Organizing Contacts with Lists in HubSpot
Segmentation means dividing your contacts into smaller groups based on shared characteristics, such as behavior, interests, engagement level, or demographics.
This allows you to send relevant, targeted messages instead of the same email to everyone.
Two Types of Segmentation Lists
1. Why is the time zone important in HubSpot?
2. What is the main difference between a static list and an active list?
3. What makes active lists especially valuable?
4. What is the key purpose of segmentation?
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What are the main differences between static and active lists in HubSpot?
How do I decide which type of list to use for my contacts?
Can you explain how to set up filters for creating a segmented list?
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Completion rate forbedret til 2.13Getting Started with HubSpot CRM
Sveip for å vise menyen
While we use HubSpot as the main example, the skills you're learning, like managing contacts, creating emails, building landing pages, automating workflows, tracking analytics, and organizing customer data, are universal across most modern CRM and marketing platforms. Systems such as Salesforce, Zoho, Pipedrive, Brevo, Mailchimp, and even e-commerce CRMs follow very similar logic and workflows.
This means everything you learn here will continue to be useful even if you later switch to a different tool or work at a company using another CRM.
Introduction to HubSpot
HubSpot is an all-in-one CRM (Customer Relationship Management) platform that helps you:
- Store and organize contacts;
- Send marketing emails;
- Create landing pages or website content;
- Automate workflows;
- Track sales and payments.
A CRM (Customer Relationship Management) system is software that helps businesses organize all the information about their customers, leads, and interactions in one place.
Navigating & Customizing Dashboard
The dashboard is the "control center" of HubSpot.
Depending on your goals, you can display different types of reports:
- Marketing Metrics
- Email opens & clicks;
- Campaign performance;
- Website or landing-page activity.
- Sales Metrics
- New leads added;
- Deals in progress;
- Closed/won revenue.
- Customer Service Metrics
- Tickets created;
- Response times;
- Satisfaction scores.
You can mix these however you want. HubSpot provides pre-made templates so you don't have to build anything from scratch.
Your first dashboard should NOT track everything.
Start with email analytics + contacts + conversions, then expand later.
Fewer metrics = clearer insights.
Adding and Importing Contacts in HubSpot
Contacts are the heart of any CRM system. They represent the people your business communicates with:
- Leads (people who may become customers);
- Current customers;
- Partners, donors, or supporters;
- Anyone your business interacts with.
Without a well-organized list, a CRM becomes useless, because the whole purpose of a CRM is to track relationships over time.
Most businesses already have spreadsheets with names, emails, phone numbers, or company details.
Importing simply means uploading that spreadsheet into HubSpot so the CRM can store and organize the data.
There are two ways to add people:
Bulk Import (Best for real businesses)
- Upload a spreadsheet;
- Add hundreds or thousands at once;
- Faster, cleaner, scalable.
Manual Entry (Best for small lists or single contacts)
- Add one person at a time;
- Slower, but sometimes necessary.
Organizing Contacts with Lists in HubSpot
Segmentation means dividing your contacts into smaller groups based on shared characteristics, such as behavior, interests, engagement level, or demographics.
This allows you to send relevant, targeted messages instead of the same email to everyone.
Two Types of Segmentation Lists
1. Why is the time zone important in HubSpot?
2. What is the main difference between a static list and an active list?
3. What makes active lists especially valuable?
4. What is the key purpose of segmentation?
Takk for tilbakemeldingene dine!
