HubSpot: Working with a ticketing system

Offered By
In this Free Guided Project, you will:

Explore the contacts, conversation, marketing, sales & service sections of Hubspot

Integrate Email & Calendar with Hubspot

Create a support ticket and explore the ticket flow from ticket creation to its closing

Showcase this hands-on experience in an interview

1 hour
Beginner-friendly
No download needed
Split-screen video
English
Desktop only

We will begin this guided project by understanding what Hubspot is. We will explore the contacts, conversation, marketing, sales & service sections of Hubspot. Then we will integrate Hubspot with Gmail and Calendar. In the final tasks, we will create a support ticket and explore the ticket flow from ticket creation to its closing This course will be helpful to you if you are a small business and want to track everything from sales to marketing to customer support to operations in one place. This project will be helpful to you no matter what department you are in: marketing, sales, service or admin. If you never used Hubspot and want to learn all about it, this course is for you. You will be taught everything you need to know about Hubspot. By the end of this project, you will be confident in navigating through Hubspot and working with the ticketing system in Hubspot. Note: You will need a website to register with Hubspot.

Requirements

No prior experience in Hubspot or CRM required

Skills you will develop

  • Hubspot

  • CRM

  • Issue Tracking System

  • email integration

  • calendar integrations

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Creating a Hubspot account

  2. Dashboard Overview- Contacts & conversation

  3. Dashboard Overview: Marketing & Sales

  4. Email Integration

  5. Ticketing System

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently Asked Questions

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.