Section 1: Are you a new Hubspot user? Complete this onboarding To-do list to get set up with Hubspot:

Complete your Hubspot user profile

Configure your Hubspot Notifications

Connect your personal work email and Hubspot

Add your email signature to the Hubspot CRM

Download and configure the Hubspot sales extension

How to test your personal email setup & Sales extension with Hubspot

How to Connect Hubspot and your Calendar

How to create a scheduling page in Hubspot so people can book time on your calendar

Add your meeting link to your email signature

Learn about Hubspot’s foundation: Objects and properties

How contacts and companies work in Hubspot

Hubspot's sales tools: Snippets, email templates, tasks, sequences, and notes.

Create and use sales email templates

How to use the email function in Hubspot

How to edit the columns you see on the contacts index page

How to create a contact view to organize your contacts

How to edit a contact & create a new deal from the contact record

Create your first sequence

How to enroll a single contact in a sequence

Bulk enroll up to 50 contacts in a sequence

How to create a new contact in Hubspot

How to create a new company in Hubspot

How to create a new deal

How deals move through the pipeline

How to record information and activity on deals

Creating scheduling pages and meeting links

How to create a deal in Hubspot

How to share scheduling pages

[Demo] HubSpot How-to's for Sales Reps

HubSpot is a CRM platform. Learn how to effectively use HubSpot to manage your customers and other tips and tricks such as how to merge contacts or how to connect your Gmail account.

HubSpot

Use deals in HubSpot to track potential revenue through your sales process. You can associate deals with other records, such as contacts and companies involved in the deal. Once records are associated to a deal, HubSpot can associate the relevant activities to the deal record.

Connect a personal email to HubSpot to send one-to-one emails from the CRM, log email replies to the CRM, send sequences emails, and install HubSpot Sales to access the sales tools in your inbox.

With templates, you can save repetitive email content as an email template. They are used when sending one-to-one emails, and you can personalize and tailor the content to your recipients before you send an email. 

You can access sales templates from the CRM or when sending an email from your inbox.

This guide is an essential resource for anyone looking to maximize their use of Hubspot's email features. It provides step-by-step instructions on how to connect your inbox, create and send emails, utilize templates, and incorporate additional elements like documents, meeting links, and quotes.

How to use the email function in Hubspot


In settings, you can manage your personal account preferences, such as your language, default home page, and CRM communication settings. These settings will only affect your user.

User notifications alert you when various actions or activities occur in your account. You can set up and control the notifications you receive from HubSpot.

Create one-on-one scheduling pages so contacts can book meetings with you. If you have an assigned Sales Hub or Service Hub paid seat, you can also create a team scheduling page so contacts can book time with multiple users. Your contacts can access these scheduling pages using a meeting link. 

If you connect your Gmail of Office 365 calendar, scheduled meetings will sync with your connected calendar so your appointments will always be up-to-date.

Enroll up to 50 contacts when you need to follow up with contacts after a trade show or conference, reconnect with contacts from inactive accounts, or send targeted messages to a segmented list of prospects.

With the HubSpot Sales Chrome extension for Gmail, HubSpot Sales Office 365 add-in, or the HubSpot Sales Outlook desktop add-in, you can access your sales tools directly from your inbox. 

Each CRM object in HubSpot (contacts, companies, deals, tickets, and custom objects) has an index page that displays the object’s records. These index pages can include actions and filters you can use to customize and segment your records

Use deals in HubSpot to track potential revenue through your sales process. You need to associate deals with other records, such as contacts and companies involved in the deal. Once records are associated to a deal, HubSpot can associate the relevant activities to the deal record.

Use sequences to automate outreach with your contacts. Customize the email send times, edit the delays between sequence steps, and personalize each email to increase your reply rate.

This guide provides a straightforward method for integrating your meeting link into your email signature, enhancing your professional communication.

Each CRM object in HubSpot (contacts, companies, deals, tickets, and custom objects) has an index page that displays the object’s records. These index pages also include actions and filters you can use to customize and segment your records.

The Google Calendar and Outlook Calendar sync with HubSpot allows you to simultaneously log a meeting in your CRM, create a calendar event for that meeting, and send invites to meeting guests. Additionally, if you create a meeting event in Google Calendar or in Outlook Calendar with a HubSpot contact, the event will appear on their contact record timeline.

You can add or edit a property value from within an individual record. 

With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. You can also automatically create tasks to remind you to follow up with your contacts.

Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing.

After you create a scheduling page, you can share it with your contacts using a meeting link. The meeting link will allow the contact to access your scheduling page so they can book time with you. 

Use the embed code to embed the schedule page on a landing page or website.

If you connected your calendar, booked meetings will sync with your connected Gmail or Office 365 calendar so your appointments will always be up-to-date.

[Demo] HubSpot How-to's for Sales Reps

Section 1: Are you a new Hubspot user? Complete this onboarding To-do list to get set up with Hubspot:

Section 2: How Hubspot works

Learn about Hubspot’s foundation: Objects and properties

How contacts and companies work in Hubspot

How deals work in Hubspot

Hubspot's sales tools: Snippets, email templates, tasks, sequences, and notes.

Section 3: Using Hubspot

Create and use contact views

Create and use sequences

How to create a new contact

How to create a new company

How to create a new deal

Creating scheduling pages and meeting links