I've had Hubspot for ages, but it's scared the bejesus out of me, but I need a CRM, so today I decided to hit KZbin. Yours was the first video I clicked, and I don't think I'll bother with any others. That was a clear, concise and effective lesson that has left me feeling confident that I can use hubspot to get the results I need. I'm looking forward to my next lesson. And nice to hear a Kiwi accent.
@StewartGauld Жыл бұрын
I'm glad you got so much value! Let me know how you get on.
@jameswalsh2427 Жыл бұрын
This is a wonderful tutorial especially useful for people like myself that is a beginner. Greetings from James J in Limerick city Ireland 🇮🇪 😀
@StewartGauld Жыл бұрын
Thank you very much!
@thomassoranno1918 Жыл бұрын
Great job, Stewart! Well presented!
@StewartGauld Жыл бұрын
Thanks!
@thewholesomegardens71812 жыл бұрын
Thank you Stewart for an amazing walk-through! Very helpful!
@StewartGauld2 жыл бұрын
Welcome!
@willhelliwell Жыл бұрын
I’m currently using ClickUp as my CRM. Now that there’s a ClickUp integration with Hubspot, I’m thinking of learning hubspot properly and using all the features.
@StewartGauld Жыл бұрын
Hey Will, That is a perfect idea. Exciting partnership for both the companies.
@MaryjaneMalu24 күн бұрын
You really do not know what you have done for me, I am a self taught Virtual Assistant/ Project Manager and it can be very challenging learning to use work/collaborative/productivity and CRM tools and you are the only one I understand on youtube and I am not joking. I only look for Stewart Gauld's tutorials when I come on youtube. Thank youuuuuu!!!!!!
@StewartGauld24 күн бұрын
Glad I could help! I love this feedback! Thank you!
@AskTheLatina Жыл бұрын
Stewart can you show how to connect to your host email? Your Signature sinks to. your own Host email signature like in Apple. Can you connect your Ical calendar??
@StewartGauld Жыл бұрын
I will look into this for you!
@sobiajibcanadavlogs Жыл бұрын
wow the lecture was amazinggg
@StewartGauld Жыл бұрын
Thanks mate
@IAmSam_TheMan11 ай бұрын
i really wish HubSpot had a dedicated Mac App. Am I wrong in wanting that?
@StewartGauld11 ай бұрын
They only have the web version and mobile app.
@Lia-Tsirakidou Жыл бұрын
I am working at Real Estate at Athens Greece. Now I am trying to use as beginner the CRM . I will try to use as first option. Is it more easy for a beginner ?
@StewartGauld Жыл бұрын
Hey! Go for it. This is a great choice.
@Lia-Tsirakidou Жыл бұрын
@@StewartGauld Thank YOU dear Gauld Stewart.
@englishisfun43142 жыл бұрын
Very helpful! Thank you very much!
@StewartGauld2 жыл бұрын
Welcome!
@mariajaninaallyssasanchez3090 Жыл бұрын
nice video. It covered an overview for everything
@StewartGauld Жыл бұрын
Glad you think so!
@springyoung2 жыл бұрын
Thanks again for the info from Singapore
@StewartGauld2 жыл бұрын
I’m glad you got value!
@BowenLeigh2 жыл бұрын
THANKS FOR SHARING... VERY HELPFUL!
@StewartGauld2 жыл бұрын
Glad it was helpful!
@Gottacacheemalll3 жыл бұрын
Thank you!! When I try connecting my calendar it says that there’s an issue connecting my account. It says that my email is already connected to HubSpot as a team inbox and that it can’t be used as a meeting tool. What do I do?
@StewartGauld3 жыл бұрын
Hi mate, That is odd. Are you part of an organisation that uses HubSpot? If so your Google Workspace calendar may already be connected by the Super Admin. You might also have limited permission on your account.
@Gottacacheemalll3 жыл бұрын
@@StewartGauld I am the super admin. I’m a one man team , all I’ve done was follow your tutorial.
@StewartGauld3 жыл бұрын
@@Gottacacheemalll Okay, have you used HubSpot before? What calendar did you use?
@Gottacacheemalll3 жыл бұрын
@@StewartGauld idk what the problem was, but I deleted my email and re-input it. And it worked.
@Gottacacheemalll3 жыл бұрын
@@StewartGauld just google calendar and I’ve never used HubSpot. You were the one to introduce me to it.
@MrMiniPancakes Жыл бұрын
Can I use hubspot with a work email on outlook?
@StewartGauld Жыл бұрын
You sure can!
@ruhanchandnani60672 жыл бұрын
Hey Stewart! The 'from my analytics library' option isn't available under the reports section in the updated version of HubSpot CRM. It shows the two options of 'from saved reports' & 'create reports'. How to go ahead in this case? Please help. Thank You!
@StewartGauld2 жыл бұрын
Hey mate, Thanks for your feedback. Yes the navigation has changed slightly. We will be updating this soon.
@STONEDECISION3 ай бұрын
Can hubspot integrate with Shopify and automate email and sales information over to hubspot
@StewartGauld3 ай бұрын
Yes sure can.
@STONEDECISION3 ай бұрын
Thanks for giving me a heart. Is that the answer to the question? Did you even notice a question? Great job captain oblivious.
@STONEDECISION3 ай бұрын
@@StewartGauld damn it. Now I have apologize. My bad. Why am I such a pain sometimes. My bad.
@terrycaudwell188 Жыл бұрын
Hi Stuart Great Video.. I've been using Hubspot for many years, however, never really utilized its features as I'm not sure it would work for my business. I run a small recruitment business, mainly perm placements within the engineering sector. I save all my contacts through my email tracking on HS and also give my candidates their Job Title e.g. Security Engineer, however, i have 1000's of contacts on HS but i can't seem to search for the by job title only name, which doesn't work, i understand youy can create filters, however, i don't think i've done that right, hense that doesn't work for me either. Can you offer any points or any other videos covering this, or isn't this CRM right for a recruitment business? Thanks in advance Terry Caudwell - Director - Plan B
@StewartGauld Жыл бұрын
Hey mate, I will look at creating a video for this. Yes, you should be able to create a filter to locate specific fields like job title. I probably wouldn't recommend HS for recruitment as its more of a sales focused CRM.
@gggg-vg4vj3 жыл бұрын
love your videos
@StewartGauld3 жыл бұрын
Thanks, I appreciate it.
@andrewmossop65472 жыл бұрын
The require a lot of information for free version
@StewartGauld2 жыл бұрын
Hey Andrew, Yeah they offer so much great stuff in the free plan.
@Beanieshorts2 жыл бұрын
POV ymslied
@StewartGauld2 жыл бұрын
Thanks
@marcusversace94232 жыл бұрын
This is the worst CRM I have ever had to use - ACT, Mazimizer and SalesForce, Netsuite leave this clunky Hubspot CRM for dead
@StewartGauld2 жыл бұрын
Are you sure we are talking about the same CRM?
@thomashartmann5037 Жыл бұрын
And this type of critique without explaining in what way HubSpot is clunky compared to other alternatives is absolute meaningless, in my humble opinion.
@marcusversace9423 Жыл бұрын
@@thomashartmann5037 Keep being humble cause you are not a professional user of CRM's. Enjoy your Hubspot clunky world
@thomashartmann5037 Жыл бұрын
@@marcusversace9423 Do you really believe that to be a meaningful answer? How can you see yourself as a professional, when you still aren't explaining your reasoning? I am a very professional and experienced user of a lot of different softwares, even if i am not a professionell user of CRM yet. But that's just the reason for me to try to find a productive tool for our small business.
@marcusversace9423 Жыл бұрын
@@thomashartmann5037 Try SalesForce, ACT or Maximizer crm's far better then Hubspot
@RJEnriquez2 жыл бұрын
Awesome walkthrough. I have been looking for a CRM that would allow my customers to book a project, upload a file, and receive an estimate from me. Later, allow me to deliver the finished file upon receiving payment. Any ideas? I am barely starting so a free (for now) CRM is a most.
@StewartGauld2 жыл бұрын
Glad it was helpful! HubSpot is a great option for you. You also have access to many integrations if you use accounting software, project management, collaboration software or other tools.
@eunicemmadubuike8962 Жыл бұрын
Thank you Stewart , your class was very easy . I just transition into tech and I’m learning about so many CRM softwares currently , your lecture made hubspot easy to navigate. Kudos to you !
@StewartGauld Жыл бұрын
Glad it was helpful!
@TheYohan19893 ай бұрын
How to use Hubspot for email subscriptions? Like you created a website and there will be subscriptions. How is that set up on Hubspot?
@StewartGauld3 ай бұрын
Hey, We have a tutorial on email campaigns inside of HubSpot, have you seen that?
@TheYohan19893 ай бұрын
@@StewartGauld Haven't seen it yet. Could send it to me please 🙏. Thanks . 😊
@MrChampionchimp2 жыл бұрын
Thanks alot for these video Stuart! Quick question, what do you recommend is the best CRM or similar software for a Not for profit? We don't handle donors ATM but mostly need it for stakeholder management, email communications and contact management. Fairly new to CRMs so still trying to figure things out😊
@StewartGauld2 жыл бұрын
Hey mate! Great question. HubSpot is more of a sales focused CRM. Have a look into Streak (if you use gmail) or Bitrix24.
@MrChampionchimp2 жыл бұрын
@@StewartGauld Thanks alot for the reply! will do :)
@HubSpotHacks Жыл бұрын
Great overview of HubSpot, Stewart! There's so much valuable information. Really enjoyed the in-depth look at all of it!
@StewartGauld Жыл бұрын
Much appreciated!
@emanuel21712 жыл бұрын
This is awesome. I have been looking for a CRM to use with my business. Now and can down grade my subscription with my host because I don't have to use there crm.
@StewartGauld2 жыл бұрын
Hey Emanuel, I'm glad you found this helpful!
@EvanDiLeonardi-t7v7 ай бұрын
Would you recommend Hubspot for a B2B commercial cleaning company? Or is another software a better fit?
@StewartGauld7 ай бұрын
Yes, HubSpot would be ideal for a B2B company like this.
@AngelicaQuiceno-sn5fy5 ай бұрын
Hi stewart, thanks a lot for this is relly helpful as I didnt really understand what actually could I get with the free version, in the timeframe (7:30) you were explaining how to add usesr i wonder if i can add alias emils as a user each? is this possible?
@StewartGauld5 ай бұрын
Hey! You will have to add email aliases using your business email service.
@acrookedpath49592 жыл бұрын
you're doing this so well man. Super impressed
@StewartGauld2 жыл бұрын
Glad you enjoy it!
@tracedawsonroses6118 Жыл бұрын
Do I need the Teams (paid subscription) feature to allow a view of all sales reps' contacts? I am the administrator.
@StewartGauld Жыл бұрын
Hey Trace, No you should be able to see everyones contacts. Make sure all email accounts are connected.
@Alexngjeliu3 жыл бұрын
Thanks a lot Stewart!!! One question: is it possible to import somehow from our CONTACT list to DEALS list the contacts with which we are trying to make a deal? Or vice versa? Or is has to be done manually?
@StewartGauld3 жыл бұрын
Hey Alex, From my understanding you will have to do this manually.
@beatsoverlord Жыл бұрын
List.... List....list 😂 i like how you say that bro
@StewartGauld Жыл бұрын
Haha thanks!
@mothersdormlife2 жыл бұрын
Impressive! Learned a lot about Hubspot so easily explained in detail. Thank you Stuart for sharing. God bless you!
@StewartGauld2 жыл бұрын
Glad you enjoyed it!
@ZanetDesign3 жыл бұрын
Thanks Stewart great tutorial as always, I use Streak CRM, but this looks good too
@StewartGauld3 жыл бұрын
Thanks Zane, Streak is awesome! Do you use the free version or paid?
@oddclod5 ай бұрын
thanks
@StewartGauld5 ай бұрын
You're welcome!
@chicofunk9002 Жыл бұрын
hi Stewart, this is a very great content. May I use it commercially for my video training materials?
@StewartGauld Жыл бұрын
Yes, absolutely. Go for it!
@chrismacktx Жыл бұрын
Whatever you do, don't use lead 2 client. The software is just too buggy and after 4 months I had to cancel my subscription for the second time. They dont keep their promises either. Horrible experience and total loss for me. Good luck to all. CRM's are mission critical for us agents, so choose wisely
@StewartGauld Жыл бұрын
Thanks
@jualsewaproperti Жыл бұрын
thank u, you're explain every steps very clear 🤭
@StewartGauld Жыл бұрын
Welcome :)
@ludlowbryan7266 Жыл бұрын
I am starting a CRM Business would i be able to link other sights like quickbooks and business credit monitoring system
@StewartGauld Жыл бұрын
Hey mate, Yes there are many integrations that you can set up. It also pays to learn how to use Zapier for integrations too.
@sanorinilusha293311 ай бұрын
Hi Stewart, this is such an informative video. I have a question about scheduling meetings, can we link it for virtual meetings, such as Zoom and TEAMS so that a link will be sent to the leads once the confirmation email is sent to them or will the link have to be sent separately?
@StewartGauld11 ай бұрын
Yes you sure can. You can setup the type of meeting when creating the meeting link.
@MartinKoss2 жыл бұрын
Your videos are so informative and I want to watch but I've had to bail out. Why have your mouse clicks so loud? Sorry.
@StewartGauld2 жыл бұрын
Hey mate, Thanks for the feedback. Yes I need to work on that!
@hopetree2408 Жыл бұрын
the best
@StewartGauld Жыл бұрын
Thanks mate!
@squ83922 жыл бұрын
Thank you . What an all encompassing and useful Business platform I am listening over and over, to really get this into my head Thanks again Su Q VancouverIsland BC CANADA
@StewartGauld2 жыл бұрын
Glad it was helpful!
@lizabykov2399 Жыл бұрын
would you recommend Hubspot for a clothing brand?
@StewartGauld Жыл бұрын
Hey mate! Yes HubSpot would work for you
@davidbath1352 жыл бұрын
What do you get on the free version of Hubspot? Is it worth it for a startup with around 5 Leads per week?
@StewartGauld2 жыл бұрын
Hey Craig, Yes, the free plan is amazing. Offers all the tools you need for a startup.
@SamueleLangeli Жыл бұрын
Thanks for the video. I am running a small construction business specializing in masonry and tilework and I am failing to understand how Hub Spot could be beneficial to my business. It appears that the return on the time and energy invested to learn and set it up would be minimal and not worth it in my case. Please advise, Thanks, Sam
@StewartGauld Жыл бұрын
Thanks for sharing! The long-term benefits will bring back the return. Do you manage many leads, customers and projects? If so, a CRM is a no brainer.
@SamueleLangeli Жыл бұрын
@@StewartGauld I manage whatever leads the marketing brings my way . Usually a client every couple of weeks. But every clients and related project is entirely different from the other ones ....
@gaswilliams6586 Жыл бұрын
I wont be shocked when you become filthy rich!!
@StewartGauld Жыл бұрын
Haha thanks mate.
@echekamadaobi5872 жыл бұрын
Very interesting video... As an agent where and where do you concentrate when you're not admin
@StewartGauld2 жыл бұрын
Hey, Sales agent? You would spend your time in deals (sales pipeline), tasks and communication with contacts (leads and customers)
@angelangel-rc5sr Жыл бұрын
Is better Zoho free or Hubspot free version?
@StewartGauld Жыл бұрын
Hey, I personally, prefer the HubSpot free plan.
@convergence50902 жыл бұрын
surprised, they have already reduced the free capability, quotes says it is available, but useless without being able to add items to product library (which is locked out on free version)
@StewartGauld2 жыл бұрын
That’s true David.
@convergence50902 жыл бұрын
my bad, i was able to get into a point(not very intuitive), where you create line items, but it does not allow you to include taxes etc,
@OgburieCosmas Жыл бұрын
Thank you for a wonder class
@StewartGauld Жыл бұрын
You are very welcome
@gaswilliams6586 Жыл бұрын
Heaven remember you all the time.
@StewartGauld Жыл бұрын
Thanks
@userj-s20008 ай бұрын
Good quick dive thanks
@StewartGauld8 ай бұрын
No problem 👍
@TODTALKS Жыл бұрын
Great information Bro, thanx
@StewartGauld Жыл бұрын
Welcome mate!
@aquaphoenixx2 жыл бұрын
Hey Steward, Can you connect more than 1 e-mail address?
@StewartGauld2 жыл бұрын
Each user on your team can connect their own business address.
@aquaphoenixx2 жыл бұрын
@@StewartGauld We share a company e-mail address. If I register with the company e-mail address can I give permission to the second employee (if he registers with his own e-mail address) to see the e-mails coming to the company e-mail address?
@geenaokoro4369 Жыл бұрын
Great tutorial quite impactful!
@StewartGauld Жыл бұрын
Welcome!
@paulbalogun766 ай бұрын
GREAT LESSON
@StewartGauld6 ай бұрын
Thanks!
@jaymehta272 жыл бұрын
subscribed.
@StewartGauld2 жыл бұрын
Thanks Jay!
@maryamalshahroor80082 жыл бұрын
How to tag a client please??
@StewartGauld2 жыл бұрын
Hey mate, You can use multiple checkbox" custom properties. This provides similar value to adding tags.