HubSpot for Beginners - HubSpot basics in less than 4 hours!
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HubSpot for Beginners is a crash course designed to teach you everything you need to know to get started with HubSpot from scratch.
Whether you are a business owner, a marketer looking to upskill, or an employee at a company that uses HubSpot, this course will cover all the HubSpot fundamentals in less than four hours.
This course includes brand-new video content and dynamic lectures, complete with exercises that you can follow along with in real-time. You will be able to pause the video and replicate what you learn immediately, ensuring you can put everything into practice as you go!
By the end of the course, you will be able to:
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Master the HubSpot CRM:
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Navigate the HubSpot dashboard efficiently.
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Store contact information using HubSpot properties (the most crucial element in your CRM).
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Add contacts to the HubSpot CRM using various methods (manual entry, list imports, lead capture with forms, etc.).
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Customize your HubSpot CRM and manage your email list in the platform.
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Work with different HubSpot elements:
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Create and optimize HubSpot forms and embed them into your website.
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Use filtered views and HubSpot Lists to find the information you need.
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Communicate with your contacts effectively.
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Send 1-1 emails to contacts.
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Build email templates and Snippets to save time on customer outreach.
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Create personalized marketing emails.
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Create a meeting link to share with your customers.
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Organize & monitor your work and business performance:
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Get organized with HubSpot Tasks.
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Use Tickets to improve customer support processes.
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Create a Performance dashboard using HubSpot’s default templates.
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Explore advanced features:
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Get an overview of advanced features such as workflows & sequences, social media scheduling, and more!
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Manage other users in your HubSpot account
You don’t need a paid HubSpot account for this course, but you need at least a free account. If you don’t have one yet, we will create an account together in the first section of the course.
I am a certified HubSpot expert, providing HubSpot account management and training services to companies worldwide since 2018. Here’s one of my client testimonials:
“I just completed the course – and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew the actual possibilities of the HubSpot platform (free version) and now I finally do! I can’t wait to start using it to its full extent! Thank you so much for this course!” – Tamara Biljman, Content Strategist
Feel free to check out my website for more testimonials. I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.
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Thalita
HubSpot for Beginners is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to the HubSpot for Beginners course offered by Thalita Milan.
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4What you need to know about your HubSpot accountVídeo Aula
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5Important settings inside your accountVídeo Aula
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6Have a quick overview of your HubSpot accountVídeo Aula
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7Learn about the 4 HubSpot ObjectsVídeo Aula
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8Introduction to CRM and contact profile pagesVídeo Aula
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9How does HubSpot store information about people? - HubSpot PropertiesVídeo Aula
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10Create your own custom HubSpot propertyVídeo Aula
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11Update a HubSpot property for a contactTexto
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12Intro to HubSpot CRM quizQuestionário
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13Good practice tip!Vídeo Aula
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14Method 1 - Manually add an individual contact to HubSpotVídeo Aula
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15Manually add an individual contact to HubSpotTexto
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16Customize the Contact creation formVídeo Aula
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17Customize your Contact Create formTexto
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18Add info about where your contacts work - Create Companies & AssociationsVídeo Aula
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19Let's add a Company and associate it with our ContactTexto
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20Method 2 - Import contact lists to HubSpotVídeo Aula
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21Import a list of sample contacts to HubSpotTexto
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22Method 3 - Capture leads through HubSpot forms on your pagesVídeo Aula
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23Create & test a basic formTexto
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24Method 4 - Connect HubSpot with other toolsVídeo Aula
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25Customize your HubSpot CRMVídeo Aula
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26Customize your HubSpot CRM viewTexto
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27Quick CRM report hacks - Filtered viewsVídeo Aula
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28Use a CRM view to run a quick reportTexto
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29Create a HubSpot ListVídeo Aula
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30Create a simple listTexto
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31Customize the contact profile so you always find what you needVídeo Aula
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32Update noteTexto
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33Connect your email inbox to HubSpot to be able to send emailsVídeo Aula
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34Send a 1-1 email to a contactVídeo Aula
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35Create an email templateVídeo Aula
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36Personalizing your email templates with default valuesVídeo Aula
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37Create another email template just for fun!Texto
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38Save time with email creation by using SnippetsVídeo Aula
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39Intro to HubSpot for MarketingVídeo Aula
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40Understand the different between 1-1 and marketing emailsVídeo Aula
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41Intro to HubSpot Marketing emailsVídeo Aula
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42Create a Marketing email together with me!Vídeo Aula
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43Create another marketing email just for fun!Texto
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44Additional marketing features you can useVídeo Aula
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45Create content with HubSpotVídeo Aula
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46Intro to HubSpot for SalesVídeo Aula
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47Track sales with HubSpot DealsVídeo Aula
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48Customize deal pipelinesVídeo Aula
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49Enable your customers to book a meeting with you - HubSpot Meeting linksVídeo Aula
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50OPTIONAL - Create a new meeting linkVídeo Aula
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51Get organized with HubSpot TasksVídeo Aula
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52Let´s create a simple task togetherTexto
