How To Use HubSpot CRM | All-In-One FREE CRM Software for Small Business (HubSpot Tutorial)
Тәжірибелік нұсқаулар және стиль
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
Пікірлер: 145
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 !
@StewartGauld
Жыл бұрын
Glad it was helpful!
Impressive! Learned a lot about Hubspot so easily explained in detail. Thank you Stuart for sharing. God bless you!
@StewartGauld
2 жыл бұрын
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!
@StewartGauld
Жыл бұрын
Much appreciated!
Thank you Stewart for an amazing walk-through! Very helpful!
@StewartGauld
2 жыл бұрын
Welcome!
you're doing this so well man. Super impressed
@StewartGauld
2 жыл бұрын
Glad you enjoy it!
Great job, Stewart! Well presented!
@StewartGauld
10 ай бұрын
Thanks!
THANKS FOR SHARING... VERY HELPFUL!
@StewartGauld
2 жыл бұрын
Glad it was helpful!
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 KZread. 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.
@StewartGauld
10 ай бұрын
I'm glad you got so much value! Let me know how you get on.
Very helpful! Thank you very much!
@StewartGauld
Жыл бұрын
Welcome!
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
@StewartGauld
Жыл бұрын
Glad it was helpful!
Great tutorial quite impactful!
@StewartGauld
Жыл бұрын
Welcome!
nice video. It covered an overview for everything
@StewartGauld
Жыл бұрын
Glad you think so!
Good quick dive thanks
@StewartGauld
5 ай бұрын
No problem 👍
Great tutorial ❤
@StewartGauld
Жыл бұрын
Thank you! 😊
wow the lecture was amazinggg
@StewartGauld
Жыл бұрын
Thanks mate
Thanks again for the info from Singapore
@StewartGauld
2 жыл бұрын
I’m glad you got value!
This is a wonderful tutorial especially useful for people like myself that is a beginner. Greetings from James J in Limerick city Ireland 🇮🇪 😀
@StewartGauld
10 ай бұрын
Thank you very much!
Thanks Stewart great tutorial as always, I use Streak CRM, but this looks good too
@StewartGauld
2 жыл бұрын
Thanks Zane, Streak is awesome! Do you use the free version or paid?
Great information Bro, thanx
@StewartGauld
Жыл бұрын
Welcome mate!
thank u, you're explain every steps very clear 🤭
@StewartGauld
Жыл бұрын
Welcome :)
GREAT LESSON
@StewartGauld
3 ай бұрын
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.
@StewartGauld
2 жыл бұрын
Hey Emanuel, I'm glad you found this helpful!
Thank you for a wonder class
@StewartGauld
11 ай бұрын
You are very welcome
very helpful
@StewartGauld
2 жыл бұрын
Glad it helped!
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😊
@StewartGauld
2 жыл бұрын
Hey mate! Great question. HubSpot is more of a sales focused CRM. Have a look into Streak (if you use gmail) or Bitrix24.
@MrChampionchimp
2 жыл бұрын
@@StewartGauld Thanks alot for the reply! will do :)
love your videos
@StewartGauld
2 жыл бұрын
Thanks, I appreciate it.
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?
@StewartGauld
2 жыл бұрын
Hey Alex, From my understanding you will have to do this manually.
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.
@StewartGauld
2 жыл бұрын
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.
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.
@StewartGauld
Жыл бұрын
Hey Will, That is a perfect idea. Exciting partnership for both the companies.
subscribed.
@StewartGauld
2 жыл бұрын
Thanks Jay!
Heaven remember you all the time.
@StewartGauld
Жыл бұрын
Thanks
thanks
@StewartGauld
2 ай бұрын
You're welcome!
the best
@StewartGauld
Жыл бұрын
Thanks mate!
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?
@StewartGauld
2 ай бұрын
Hey! You will have to add email aliases using your business email service.
Very interesting video... As an agent where and where do you concentrate when you're not admin
@StewartGauld
2 жыл бұрын
Hey, Sales agent? You would spend your time in deals (sales pipeline), tasks and communication with contacts (leads and customers)
hi Stewart, this is a very great content. May I use it commercially for my video training materials?
@StewartGauld
11 ай бұрын
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?
@StewartGauld
8 ай бұрын
Yes you sure can. You can setup the type of meeting when creating the meeting link.
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!
@StewartGauld
Жыл бұрын
Hey mate, Thanks for your feedback. Yes the navigation has changed slightly. We will be updating this soon.
Would you recommend Hubspot for a B2B commercial cleaning company? Or is another software a better fit?
@StewartGauld
4 ай бұрын
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??
@StewartGauld
10 ай бұрын
I will look into this for you!
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?
@StewartGauld
2 жыл бұрын
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.
@Gottacacheemalll
2 жыл бұрын
@@StewartGauld I am the super admin. I’m a one man team , all I’ve done was follow your tutorial.
@StewartGauld
2 жыл бұрын
@@Gottacacheemalll Okay, have you used HubSpot before? What calendar did you use?
@Gottacacheemalll
2 жыл бұрын
@@StewartGauld idk what the problem was, but I deleted my email and re-input it. And it worked.
@Gottacacheemalll
2 жыл бұрын
@@StewartGauld just google calendar and I’ve never used HubSpot. You were the one to introduce me to it.
List.... List....list 😂 i like how you say that bro
@StewartGauld
11 ай бұрын
Haha thanks!
What do you get on the free version of Hubspot? Is it worth it for a startup with around 5 Leads per week?
@StewartGauld
Жыл бұрын
Hey Craig, Yes, the free plan is amazing. Offers all the tools you need for a startup.
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
@StewartGauld
Жыл бұрын
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.
@SamueleLangeli
Жыл бұрын
@@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 ....
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
@StewartGauld
Жыл бұрын
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.
Do I need the Teams (paid subscription) feature to allow a view of all sales reps' contacts? I am the administrator.
@StewartGauld
Жыл бұрын
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 ?
@StewartGauld
Жыл бұрын
Hey! Go for it. This is a great choice.
@Lia-Tsirakidou
Жыл бұрын
@@StewartGauld Thank YOU dear Gauld Stewart.
would you recommend Hubspot for a clothing brand?
@StewartGauld
Жыл бұрын
Hey mate! Yes HubSpot would work for you
i really wish HubSpot had a dedicated Mac App. Am I wrong in wanting that?
@StewartGauld
8 ай бұрын
They only have the web version and mobile app.
I am starting a CRM Business would i be able to link other sights like quickbooks and business credit monitoring system
@StewartGauld
Жыл бұрын
Hey mate, Yes there are many integrations that you can set up. It also pays to learn how to use Zapier for integrations too.
How to use Hubspot for email subscriptions? Like you created a website and there will be subscriptions. How is that set up on Hubspot?
@StewartGauld
27 күн бұрын
Hey, We have a tutorial on email campaigns inside of HubSpot, have you seen that?
@TheYohan1989
27 күн бұрын
@@StewartGauld Haven't seen it yet. Could send it to me please 🙏. Thanks . 😊
Can I use hubspot with a work email on outlook?
@StewartGauld
Жыл бұрын
You sure can!
Can hubspot integrate with Shopify and automate email and sales information over to hubspot
@StewartGauld
4 күн бұрын
Yes sure can.
@STONEDECISION
4 күн бұрын
Thanks for giving me a heart. Is that the answer to the question? Did you even notice a question? Great job captain oblivious.
@STONEDECISION
4 күн бұрын
@@StewartGauld damn it. Now I have apologize. My bad. Why am I such a pain sometimes. My bad.
Hey Steward, Can you connect more than 1 e-mail address?
@StewartGauld
2 жыл бұрын
Each user on your team can connect their own business address.
@aquaphoenixx
2 жыл бұрын
@@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?
Is better Zoho free or Hubspot free version?
@StewartGauld
Жыл бұрын
Hey, I personally, prefer the HubSpot free plan.
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.
@StewartGauld
2 жыл бұрын
Hey mate, Thanks for the feedback. Yes I need to work on that!
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)
@StewartGauld
2 жыл бұрын
That’s true David.
@convergence5090
2 жыл бұрын
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,
How to tag a client please??
@StewartGauld
2 жыл бұрын
Hey mate, You can use multiple checkbox" custom properties. This provides similar value to adding tags.
@maryamalshahroor8008
2 жыл бұрын
@@StewartGauld Thank you
The require a lot of information for free version
@StewartGauld
2 жыл бұрын
Hey Andrew, Yeah they offer so much great stuff in the free plan.
POV ymslied
@StewartGauld
2 жыл бұрын
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
@StewartGauld
Жыл бұрын
Thanks
I wont be shocked when you become filthy rich!!
@StewartGauld
Жыл бұрын
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
@StewartGauld
2 жыл бұрын
Are you sure we are talking about the same CRM?
@thomashartmann5037
Жыл бұрын
And this type of critique without explaining in what way HubSpot is clunky compared to other alternatives is absolute meaningless, in my humble opinion.
@marcusversace9423
Жыл бұрын
@@thomashartmann5037 Keep being humble cause you are not a professional user of CRM's. Enjoy your Hubspot clunky world
@thomashartmann5037
Жыл бұрын
@@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.
@marcusversace9423
Жыл бұрын
@@thomashartmann5037 Try SalesForce, ACT or Maximizer crm's far better then Hubspot