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HubSpot CRM Tutorial for Beginners 

HubSpot
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Get the free CRM here: clickhubspot.com/jyv
Is your business struggling with scattered data across multiple tools? Are you looking to optimize your operations and achieve more with fewer resources? Join Marc in this comprehensive tutorial video, where he shares a screen-share demonstration of how HubSpot's powerful CRM can revolutionize business processes for Marketing, Sales and other teams and drive sustainable growth.
Timestamps:
0:00 Introduction
0:27 Organizing customer data in HubSpot's CRM
2:46 Setting up a company in the HubSpot CRM
4:05 Upload existing customer data to the HubSpot CRM
5:55 Customizing the customer data view
6:43 Creating a contact in the HubSpot CRM
7:21 Creating customized active lists of customers
9:02 Managing deals in the HubSpot CRM
9:42 Creating a deal in the HubSpot CRM
11:27 Creating dashboards and reports
12:55 Conclusion
About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.
⚠ Disclaimer:
The videos on our RU-vid channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.

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27 июл 2024

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Комментарии : 145   
@adeyemiadesewa4225
@adeyemiadesewa4225 11 месяцев назад
free?
@HubSpot-CRM
@HubSpot-CRM 10 месяцев назад
Yes, you can use HubSpot's CRM for free: clickhubspot.com/jyv
@sulmanahmad6943
@sulmanahmad6943 6 месяцев назад
​​​@@HubSpot-CRMInformative 👍
@jingkoningombam5029
@jingkoningombam5029 2 месяца назад
​@@HubSpot-CRM for international calls too ?
@technewsfortechnoobs
@technewsfortechnoobs 6 месяцев назад
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. RU-vid University. Now I'm a top candidate for this role just by watching this one single video!
@not_unsxgned
@not_unsxgned 3 месяца назад
Did you get the job? lol
@technewsfortechnoobs
@technewsfortechnoobs 3 месяца назад
@@not_unsxgned not only did I not get the job after the initial call...I never got an actual interview.
@davidjackson5660
@davidjackson5660 10 месяцев назад
Love the simplicity, urgency, and speed of overall presentation
@HubSpot-CRM
@HubSpot-CRM 10 месяцев назад
That's great feedback because that's exactly what we want to deliver, David.
@anthonys.7334
@anthonys.7334 5 месяцев назад
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.
@tangiblewords
@tangiblewords 4 месяца назад
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!
@DavidGonzalez-bn4gw
@DavidGonzalez-bn4gw 7 месяцев назад
Amazing presentation! Broken down in a simple and plain manner easy to understand and quick to the point
@MaxsaleSolutions
@MaxsaleSolutions 6 месяцев назад
Agreed. Easier to digest, isn't it?
@HubSpot-CRM
@HubSpot-CRM 6 месяцев назад
Thank you for the feedback. Marc will be pleased to hear that!
@nuellaezeonyiwara3673
@nuellaezeonyiwara3673 7 месяцев назад
Many thanks for this video. Now I have a better understanding on how to use HubSpot CRM.
@user-mk2de6qi5v
@user-mk2de6qi5v 10 месяцев назад
Thank you for this wonderful video! Simple easy to understand and straight to the point
@HubSpot-CRM
@HubSpot-CRM 10 месяцев назад
The team was so happy to hear that! We are constantly working on pacing and storytelling - good to know it works for you!
@charancherry8593
@charancherry8593 3 дня назад
This is well made & presented to the layman's eye Loved this! ❤
@SteveAckley1
@SteveAckley1 11 месяцев назад
Great video - thank you for keeping it short, to the point and moving quickly.
@jacobmalesh6947
@jacobmalesh6947 5 месяцев назад
Great simple video. Nice to see that you're connected with Phil, Bob, & Jerry 💀🌹⚡🐻
@jobellelagunday9986
@jobellelagunday9986 9 месяцев назад
I love this! Concise, direct to the point.
@HubSpot-CRM
@HubSpot-CRM 9 месяцев назад
Thanks for the love! Marc will be happy to hear it.
@MaxsaleSolutions
@MaxsaleSolutions 7 месяцев назад
Couldn't agree more. Been using Hubspot for years, and it's an amazing tool.
@latrishu9720
@latrishu9720 26 дней назад
I love your energy. This tutorial was extremely helpful. Thank you so much.
@jovinzafra579
@jovinzafra579 8 месяцев назад
I am a cold caller/appointment setter. This is very convenient. Thank you!
@Enjolia19
@Enjolia19 7 месяцев назад
Did this ease your efforts with cold calling
@MaxsaleSolutions
@MaxsaleSolutions 7 месяцев назад
Well done on using Hubspot, Jovin!
@mrsmariehornung
@mrsmariehornung 5 месяцев назад
Ok you are fun to watch! Thank you!!
@clairethereseamular4214
@clairethereseamular4214 11 месяцев назад
Thanks for this video😉😉I'm a newbie VA and this video really helps me..
@HubSpot-CRM
@HubSpot-CRM 10 месяцев назад
We are glad it was helpful, Claire!
@Frankivitis
@Frankivitis 3 месяца назад
Blast from the skating past with Christian Hosoi. Nice.
@rfvuhb9305
@rfvuhb9305 8 месяцев назад
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.
@BrettAdelman
@BrettAdelman Месяц 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 =)
@itsjmmariano
@itsjmmariano 4 месяца назад
This is amazing. Thank you.
@raquelrodriguez865
@raquelrodriguez865 8 месяцев назад
Love this guys enthusiasm, hahha :D
@OrderStore-s9o
@OrderStore-s9o 17 дней назад
I love this Passion! It's amazing
@ShredSticker
@ShredSticker 10 месяцев назад
Thank you for the simple fast tutorial (Didn't know the Grateful Dead sold Donuts!)
@HubSpot-CRM
@HubSpot-CRM 9 месяцев назад
We are excited to have some Grateful Dead fans in our community.
@estebanlopezbetancourt
@estebanlopezbetancourt 9 месяцев 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 9 месяцев назад
Glad it was helpful! Is there anything you'd like us to cover in an upcoming CRM video?
@estebanlopezbetancourt
@estebanlopezbetancourt 9 месяцев назад
@@HubSpot-CRM architecturing hubspot for abm ( contact and account stages, workflows and rules, tips, suggestions, best practices)
@primeworlddigitaleducation7903
@primeworlddigitaleducation7903 6 месяцев назад
Wow... Amazing tutorial
@KITZ_PROPERTIES
@KITZ_PROPERTIES 7 месяцев назад
Amazing video
@HubSpot-CRM
@HubSpot-CRM 6 месяцев назад
Thank you for letting us know that it was helpful.
@RajwinderKaur-cg8gl
@RajwinderKaur-cg8gl Месяц назад
Thanks it is really helpful
@RobinHablani
@RobinHablani 2 месяца назад
Great explaination for beginners
@parvezvelani1471
@parvezvelani1471 9 месяцев назад
Awesome
@mrdeivydrodriguez1
@mrdeivydrodriguez1 11 месяцев назад
Thanks
@HubSpot-CRM
@HubSpot-CRM 9 месяцев назад
You're welcome!
@bubabuba2520
@bubabuba2520 2 месяца назад
Thank you !
@AngelleJoyMalingin
@AngelleJoyMalingin День назад
Thank you so much !!!!!! 😃
@andreaspapakanellou3804
@andreaspapakanellou3804 5 месяцев назад
great stuff my guy
@HubSpot-CRM
@HubSpot-CRM 5 месяцев назад
Marc will be stoked to hear that his tutorial was helpful!
@MariusForster
@MariusForster Год назад
Nice
@HubSpot-CRM
@HubSpot-CRM 11 месяцев назад
Thanks, we are excited to hear that.
@siyandatyikiliSia
@siyandatyikiliSia 3 месяца назад
Thank you
@TITANSKATEBOARDTOOLS
@TITANSKATEBOARDTOOLS 5 месяцев назад
Yo! Gonz, Hosoi, Hensley and Cab? Hosoi skates for TITAN! Great video.
@andrewjbeaty8534
@andrewjbeaty8534 11 месяцев назад
Thank You!
@HubSpot-CRM
@HubSpot-CRM 9 месяцев назад
Thank YOU for watching!
@CallWork-vc7wc
@CallWork-vc7wc 2 месяца назад
Our call center has experienced VAs ready to start in the best price you could get!!
@josephdoherty5403
@josephdoherty5403 2 месяца назад
Grateful Dead jokes. I'm here for it.
@BrettAdelman
@BrettAdelman Месяц назад
Same lol
@mercerpickens
@mercerpickens 20 дней назад
Came for the information, stayed for the Grateful Dead references :)
@girllikepearl7080
@girllikepearl7080 5 месяцев назад
Thank you 🎉
@HubSpot-CRM
@HubSpot-CRM 5 месяцев назад
Of course! We are always delighted to assist!
@Baronen1971
@Baronen1971 9 месяцев назад
thank’s😃😃😃
@HubSpot-CRM
@HubSpot-CRM 9 месяцев назад
Sure! You're welcome!
@meenaguria3490
@meenaguria3490 9 месяцев назад
Thank you making it so simple and easy to understand
@HubSpot-CRM
@HubSpot-CRM 9 месяцев 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.
@HariPrasad-mn5vu
@HariPrasad-mn5vu 9 месяцев назад
I thought Hubspot and CRM's in genral are hard. Thanks for proving me wrong team.
@user-xt8qr6re5e
@user-xt8qr6re5e 5 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?
@PieterBreda76
@PieterBreda76 2 месяца назад
Thank you for the clear video presentation. Is it possible to integrate Whatsapp business messages in the contacts tab toolbar?
@antonioturner8485
@antonioturner8485 10 дней назад
Is there a certain spreadsheet program you need to have contacts automatically imported or will a Microsoft spreadsheet suffice? Thank you
@user-pb8mg1mo7r
@user-pb8mg1mo7r 6 месяцев назад
What is add multiple files with associations in the upload existing data section?
@amakaobi1127
@amakaobi1127 9 месяцев назад
I had an error of unmapped column, pls how do I go about it and what was there is first name
@warrenshuttleworth8427
@warrenshuttleworth8427 4 месяца 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
@Ismail-md
@Ismail-md 7 месяцев назад
Hi, Birthday reminder is it available in HS?
@KaiKelsie
@KaiKelsie 2 месяца назад
amazing, do you have more funtion?
@rosierivera6376
@rosierivera6376 10 месяцев назад
how do you import and continuously sync contacts from google
@houstonbortz3981
@houstonbortz3981 8 месяцев назад
Love the sample contacts (~)}
@HubSpot-CRM
@HubSpot-CRM 8 месяцев назад
Thanks for watching! We're glad you enjoyed the sample contacts. :)
@carolemcginley4813
@carolemcginley4813 7 месяцев назад
Dead fan!! Weir everywhere!
@HubSpot-CRM
@HubSpot-CRM 6 месяцев назад
We love that you noticed!
@SweatReno
@SweatReno 3 месяца назад
Does this platform take information from other software? I use Vagaro...does it integrate?
@eal918
@eal918 2 месяца назад
Do you have tutorial on designing email templates? Or are there free apps I can integrate to use free email templates?
@user-gi5ni2nh4c
@user-gi5ni2nh4c 9 месяцев назад
Are the features you review in your video all included in the free model?
@sean-pouldefregress5021
@sean-pouldefregress5021 7 месяцев назад
I would like to know aswell
@gaelleskura8098
@gaelleskura8098 4 месяца назад
Is it totally free? can you synchronise an email already exiting for the Email section?
@crismacintosh
@crismacintosh 6 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.
@ma.mermanepomuceno6036
@ma.mermanepomuceno6036 Месяц назад
Help me on how to "ADD" option (drop down) under category
@andyb.4972
@andyb.4972 Месяц назад
Can you sent bulk texts to selected contacts through Hubspot?
@yasirulhassan5614
@yasirulhassan5614 Месяц назад
Congrasulation this video cover a Year
@emiliomigliozzi294
@emiliomigliozzi294 4 месяца 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.
@68a3ahgenral7
@68a3ahgenral7 Месяц назад
You officially speak corporate
@cathycullen8851
@cathycullen8851 4 месяца назад
Great tutorial... made better by Bob, Phil, and Jerry.
@JamR0ck
@JamR0ck 5 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?
@user-gk7dd8dz6p
@user-gk7dd8dz6p 5 месяцев назад
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 4 месяца назад
Start from the basics. Use chatgpt to help you with the words.
@68a3ahgenral7
@68a3ahgenral7 Месяц назад
ChatGPT exists
@jaspreetkau3829
@jaspreetkau3829 9 месяцев назад
Whats the difference between contacts and companies here?
@HubSpotMarc
@HubSpotMarc 9 месяцев назад
Contacts are people and companies are their parent organizations. Does that make sense?
@user-xj4ek1se1d
@user-xj4ek1se1d 25 дней назад
does hubspot offer invoicing, quotes etc?
@fink4439
@fink4439 4 месяца назад
Can I have sample import data so I can practice it?
@muckhorse9687
@muckhorse9687 11 месяцев назад
Is there a close ratio report as a percentage?
@valentinavelado1516
@valentinavelado1516 9 месяцев назад
Wich are the restrictions for the free one? Or do we have access to all software functions?
@HubSpot-CRM
@HubSpot-CRM 9 месяцев 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
@EarningLifetimeshyerBazer666
@EarningLifetimeshyerBazer666 4 месяца назад
In order for people from all over the world to understand these courses, driving through RU-vid Auto Truck in different languages of the world is necessary, not only in English language.
@user-qg8qc5qb9r
@user-qg8qc5qb9r День назад
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
@lawalseleem2126
@lawalseleem2126 Месяц назад
Pls wat is CRM download as you create an account
@FunFunFun8888
@FunFunFun8888 Месяц назад
Google Contacts are the best with map street view notes free sync with Samsung phones
@JoshWest1187
@JoshWest1187 10 месяцев назад
Is there any means to incorporate sales out data to use within the reporting tool?
@HubSpot-CRM
@HubSpot-CRM 10 месяцев назад
Great question. Yes, check out our Sales Reporting & Performance Management Software here which could help! clickhubspot.com/y1k
@johnbelaska5851
@johnbelaska5851 9 месяцев назад
i love how all the contacts are members of the grateful dead
@HubSpot-CRM
@HubSpot-CRM 9 месяцев назад
We're glad some music lovers are noticing. :)
@Xtianu
@Xtianu 9 месяцев назад
What does HubSpot with my information?
@sierraegerton2789
@sierraegerton2789 10 месяцев 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 10 месяцев 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
@iamjanmorris
@iamjanmorris 2 месяца назад
why does my hubspot look different to yours?
@competitors1800
@competitors1800 9 месяцев 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 9 месяцев назад
Are you looking for a website link to get access to the free CRM? You can get it here: clickhubspot.com/jyv
@RandallAlbano
@RandallAlbano 5 месяцев назад
Sadly I can't find 'Automation' button...
@lovenessmuzata1422
@lovenessmuzata1422 2 месяца назад
Wow
@ritikshukla1788
@ritikshukla1788 5 дней назад
Is HubSpot open source?, if yes can your provide me the docs and github repo?
@user-qy1ns8so2v
@user-qy1ns8so2v 6 месяцев назад
how do I get the Grateful Dead to work at my doughnut shop? haha
@HubSpot-CRM
@HubSpot-CRM 6 месяцев назад
Maybe you should give HubSpot a try! 😊
@celticsSD
@celticsSD 2 месяца назад
Can we find these videos in Spanish?
@pimpedoutz
@pimpedoutz 3 месяца назад
Seems you have a lot of skater and musicians contacts 😂
@artinnasiri8245
@artinnasiri8245 7 месяцев назад
How is this Free? how does HubSpot make their profits?
@PreeminentbrandsNet
@PreeminentbrandsNet 7 месяцев назад
Probably from the ones that cost. The free ones are limited
@HubSpot-CRM
@HubSpot-CRM 6 месяцев назад
HubSpot offers a free CRM. It includes free marketing, sales, and service tools. You don't even need a credit card to use it, and you can use the CRM as long as you want (it's not a trial). If you want access to additional tools, you can add our hubs, such as the Marketing Hub or Sales Hub. You can learn more and sign up for HubSpot's CRM here: clickhubspot.com/jyv
@banimo8964
@banimo8964 5 дней назад
You did not even describe how to create the form and forward it to the primary email, dude.
@JustinSaladino-ld1fp
@JustinSaladino-ld1fp Месяц назад
outdated. the website starts out with a different format than shown. Unbelieveable!
@HubSpot-CRM
@HubSpot-CRM Месяц назад
There is only so much we can do to update a video on RU-vid (descriptions, title, thumbnail). RU-vid does not allow us to swap videos, but we will surely create an updated CRM walkthrough.
@nathaliejules8162
@nathaliejules8162 6 месяцев назад
Is this really free forever? No hidden subscriptions???
@HubSpot-CRM
@HubSpot-CRM 6 месяцев назад
You can get HubSpot's CRM for free. You don't even need a credit card to use it, and you can use the CRM as long as you want (it's not a trial). It includes dozens of free marketing, sales, and service tools. If you want access to additional tools, you can add our hubs, such as the Marketing Hub or Sales Hub. You can learn more and sign up for HubSpot's CRM here: clickhubspot.com/jyv
@texasfencing414
@texasfencing414 7 месяцев назад
Except your HubSpot doesn't know how to import Google Voice Html Files( Call Logs) to CRM database which makes totally useless program.
@tasd5673
@tasd5673 6 месяцев назад
Please explain I’m new to this. Can I record phone calls and add to CRM in txt or data pac
@CorinneStella
@CorinneStella 2 месяца назад
can you reply on comments instead of just commenting
@Lazy09real
@Lazy09real 8 месяцев назад
Why do you look like don pollo
@ahmadyamout6867
@ahmadyamout6867 9 месяцев назад
Hey Mike how are you? I want to connect with customer service I have tried to send them messages, but no one has answered me. could I have an email to discuss with someone to know more about your CRM system? Or give me your email to discuss more with you. It is urgent
@monemeoluchi906
@monemeoluchi906 6 месяцев назад
Thanks
@HubSpot-CRM
@HubSpot-CRM 6 месяцев назад
You're so welcome! We're thrilled that Marc's CRM tutorial was helpful to you.
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