Introduction to CRM with HubSpot

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In this Guided Project, you will:

Create and edit new and existing contacts.

Create a deal and move contacts through the sales pipeline.

Create a marketing email and customize a report dashboard.

Clock2 hours
BeginnerBeginner
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

In this project, we will develop and utilize a CRM in HubSpot and learn how to utilize our CRM to better grow and manage our business. HubSpot is a cloud-based customer relationship management (CRM) platform that can improve all aspects of your business. The HubSpot CRM is a launching pad to all other customer-facing teams as it houses all customer data ranging from contact information to detailed communication logs. HubSpot allows you to incorporate your sales, marketing, and customer service processes into one, all-inclusive platform with their CRM as the foundation. With its user friendly features, HubSpot allows you to easily manage and grow your customers as well as improve your business relationship with existing customers. Best of all, HubSpot’s CRM is completely free! With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand! Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Skills you will develop

Data ManagementMarketingCustomer Relationship Management (CRM)Customer ServiceSales Operations

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. Create a HubSpot Account

  2. Create and Manage Contacts

  3. Create a Deal and Navigate the Sales Pipeline

  4. Design a Marketing Email

  5. Customize a Report Dashboard

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

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