HubSpot CRM Full Training Tutorial For Beginners | Free HubSpot CRM Software | 2022

Need Help With HubSpot CRM? Check Out - www.crmcrew.com
HubSpot CRM Sign Up Link - hubspot.sjv.io/6b70G3
In this tutorial I explain how to use all the features inside HubSpot CRM.
00:00 - Intro
00:41 - Adding Your Team
02:39 - Contacts
05:55 - Companies
07:25 - Calls (Limited Access)
07:53 - Activity Feed
08:35 - Lists
10:24 - Inbox
11:56 - Chatflows
13:08 - Snippets
14:23 - Templates
15:54 - Ads
17:36 - Email
19:30 - Landing Pages
21:16 - Forms
22:48 - Deals
24:50 - Tasks
26:33 - Documents
27:48 - Meetings
29:53 - Quotes
31:30 - Tickets
33:42 - Dashboards & Reports
36:40 - Notifications
37:16 - Connect Email & Calendar
38:42 - General Admin
39:53 - Outro
Email: [e-mail]
Telephone: [phone]
Personal LinkedIn: www.linkedin.com/in/nick-boardman
CRMCrew LinkedIn: / crmcrew
CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our KZbin channel.

[@thadsamazingjourney]

Nick - I loved this tutorial. I have worked with multiple CRMs and dabbled a bit with Hubspot. This video was awesome and covered all the important bits one needs to get on with their jobs. The premium features is a different story with all of the customizations, but this video is great for anyone using the software for the first time or joining a company where they might have to use Hubspot for the first time. Well done !

[@HubSpotHacks]

Nice job Nick! This is a great detailed tutorial for HubSpot beginners!

[@jasonbressler59]

Very informative! Thank you for this video, it'll help out our team a bunch!

[@soniatello4556]

Thank you, Nick, great help and thank you for answering questions

[@NickBoardman]

Thanks for the kind comments Sonia, I am glad I could help!

[@BlushBeautyClick]

That is really very helpful Nick!!! Thanks for doing it!!! Very good explanation for a beginner guide. 👍

[@NickBoardman]

My absolute pleasure, I am glad the video helped :)

[@cg24356]

That was soooooooo helpful, thanks mate!

[@NickBoardman]

Thanks for the kind comment Clemens, I am glad the video helped! Also, thanks for subscribing!

[@beckyhk1708]

Thank you! This was great information and exactly what I was looking for!

[@user-eg7pg5bs4y]

Great Job Nick!

[@ngimasherpa3773]

Thank you very much for video.

[@Toluwanihope]

This is helpful and the detailing were spot on. thanks

[@NickBoardman]

My pleasure! Thanks for such a kind comment Toluwani!

[@shawnastephan8858]

Thank you, from a new data entry gal!

[@AndySickler]

This is amazing! Thank you, Nick!

[@jafaruabdul9357]

Wonderful tutorial

[@peacealeke3963]

This is so helpful ,thanks for sharing .

[@NickBoardman]

Hi Darlet, thanks for the kind comment, I am glad the video helped! If you have any questions feel free to ask!

[@jenniferdamashek4741]

Thank you for this clear and helpful tutorial.

[@happinessyogateacher]

Thank you! Great resource!

[@NickBoardman]

Thanks for the kind comment Debbie! If you have any questions please do not hesitate to ask!

[@nikitapanchigar2916]

Very helpful video, thank you!

[@NickBoardman]

My pleasure, Nikita!

[@millicentifeyinwa3243]

This is really helpful. Thanks.

[@NickBoardman]

My pleasure! Thanks for the kind comment!

[@angadm.3708]

Wow... This is a really great tutorial.

[@NickBoardman]

Thanks for such a kind comment Angad! Great to hear the video helped!

[@briancarlsahagun9471]

Thank you so much.

[@NickBoardman]

My pleasure Brian!

[@TomasGabriel83]

Thank you for this awesome tutorial Nick. I started looking into Salesforce from our previous conversation, but I think I'll switch over to Hubspots, as it's so much simpler to learn fast. And once I'm ready to take the leap to the paid version, I'll use your link. Thank you again.

[@zaghir8351]

Did you end up making the switch? What has your experience been like? I'd love to hear from you.

[@zhenithbeauty3491]

thank you :)

[@NickBoardman]

My pleasure, I am glad the video helped!

[@ibukunadegbola4827]

Thank you for this eye-opening training. Pls, I just want to ask what help can you render for a beginner aspiring to acquire a CRM manager job , and how long is it gonna take? Thank you once again.

[@NickBoardman]

My pleasure Ibukun! Good question, I would focus on one system, I would recommend Salesforce. Watch as much content as possible on Udemy and KZbin, and create a sandbox environment for you to test your learnings and explore the system in more detail. I hope this helps!

[@miracsimsek1]

thank you nick. for this tranining and that cutiest face :)

[@davidadams421]

Sweet.

[@NickBoardman]

My pleasure David!

[@medicalturk4888]

it was so helpful , but in the landing page , how i can connect my non-wordpress landing page to the crm so leads being added to contects directly

[@NickBoardman]

Great question! What you need to do is embed a form onto your landing page. I go over forms in this video, in the options area when creating a form make sure you have 'always create contact for new email address' selected. This ensures any time someone signs up using the embedded form it creates a new contact for you in HubSpot. Hope this helps, if you have any questions feel free to ask!

[@nerejeanresullar277]

Hi, can we add tags on the contact? like I wanted to create specific tag for certain group of contacts only.

[@NickBoardman]

Hi Nerejean, the best thing to do is use lists. You will be able to create a list for contacts that either match specific criteria or that you add to the list individually. You are then able to filter the contacts by the lists they are part of. I hope this helps!

[@sulmanahmad6943]

Informative 👍 I have 2 questions 1- when leads are importing(through IMPORT CSV ) in Hubspot CRM,is there any assign column to assign specific lead to a team member? 2- When lead are coming from website,Facebook & wordpress or other sources are they distributing automatically among team members ? Like using RoundRobbin or something else ?

[@philipinachezue4298]

I want to learn HubSpot but the link even with google account I still have to provide company website which I don’t have help please

[@CP-Lisa]

Hi, can a after hour helpdesk call get converted to text and automatically create a new ticket? Thanks

[@NickBoardman]

This is possible, although complex. We would be happy to assist with setup so feel free to book a free initial meeting here so we can discuss your requirements in more detail - calendly.com/nickboardman/30min

[@helencrawford4192]

Can we sync crm client with a project management client: hope that made sense

[@NickBoardman]

Hi Helen, good question! It would depend on which project management system you are using, I know there is integration available with monday.com. Let me know!

[@shivanikandwal4177]

Can we automate the notes in free hubspot I mean i want for every agent to coumplsary add a note before closing any deal . Is it possible

[@NickBoardman]

Hi Shivani, not that I am aware of, unfortunately! Sorry I couldn't be of more help.

[@analeecatz8688]

Mr. Nick can I manage my client emails and calendar using this hubspot?

[@NickBoardman]

Hi Analee, yes you will be able to connect both your email and calendar to HubSpot CRM. I hope this helps!

[@analeecatz8688]

@@NickBoardman thnk u so much!!!

[@jyotirmayeesahu8759]

How can I sign up without a company or domain name because I don't have one?????

[@NickBoardman]

Do you have a google account? As you are able to sign up using your google credentials! I hope this helps!

[@lukeparsons1187]

Seems overly complex for what I need.. I just need something to keep track of customers for a small business.. is this the wrong tool for me?? I don't have teams, I don't have big marketing goals and deals and so on.. my business is not complex.. but I'd like to keep track of customers and their feedback.

[@carlovenditti3705]

How do you add a customer’s addresses

[@carlovenditti3705]

Hello

[@2xlts752]

Wedio?

[@Kevinmarra]

“Test snippet email response” isn’t a very good lesson, is it? Why not put something more applicable?

[@MaximilianHamida]

Why are you making a tutorial video, if you don't even have an access to the platform? the info in the video is not even helpful - a 5 years old would have figured out the obvious stuff that you are talking about within 2 minutes on his own, should have aksed Chatgpt instead of wasting time here