HubSpot Tutorial for Beginners | How to Use HubSpot CRM for Small Business (Free CRM) 2021

[@fatimazd3070]

🤯🤯🤯 thank you! I tried HubSpot and got so overwhelmed. Couldn't find how to do these things. Didn't even know I could do some of these things. This video is so helpful! Subscribing!

[@StewartGauld]

You are welcome! Glad this was helpful 😁

[@ismailmohammed509]

Thank you for the video. The learning curve is always the most frustrating part of getting a new software. I signed up for their webinar, and to be honest, I logged off after 25 minutes. I didn't get much out of it. You've made it easier to understand. Greatly appreciated.

[@StewartGauld]

Hi mate, You are welcome! Glad you found this super helpful!

[@sochoAli]

Love the way you teach, Explaining everything that's necessary for a beginner!! Keep it up my man!

[@StewartGauld]

Hi mate! Thanks, will do! I appreciate it. All the best!

[@aidenpedro4819]

InstaBlaster.

[@youralibii]

This is the best beginner intro for hub spot CRM that I've seen. Good job!!

[@StewartGauld]

Glad you think so!

[@foreignerszone6197]

Thanks bruv. You've saved me from loosing my Job.

[@StewartGauld]

Glad I could help! All the best!

[@mariachristinejoycepascua6766]

easy to follow and understand! Thanks! Learned a lot! Currently upskilling and I hope this helps me with my freelancing career!

[@StewartGauld]

Hi Maria, All the best in your freelancing career!

[@KenLazaro-y3s]

Only foreigner like you sharing their knowledge totally not like filipino sharing basic only thats why i prefer to watch like this

[@StewartGauld]

Thanks!

[@KenLazaro-y3s]

@@StewartGauld thanks bro im self studying I always watch your tutorial keep up

[@jayd707]

This was a brilliant review, very detailed and analyzed every aspect. Love it.

[@StewartGauld]

Glad you enjoyed it!

[@wendyreyes5227]

Im a begginer and following your tutorials. Thanks a lot.

[@StewartGauld]

You are welcome!

[@stonges4]

this was so helpful and clear. thank you!

[@StewartGauld]

You're so welcome!

[@evelynliemuoh8108]

This is really helpful and easy to follow. Thank you Stewart

[@StewartGauld]

Glad it was helpful!

[@doakturner1110]

Thank YOU!! Best video for HUBSPOT!!

[@StewartGauld]

You're welcome!

[@tizhou-r6j]

Thanks for the video. I would like to know is there a knowledge base just provided for agents? It seems the kb now is only for customers.

[@StewartGauld]

You can create your own outside of HubSpot.

[@TheyoungestmummyGO]

This is just the best thanks a lot, well explanatory

[@StewartGauld]

You're very welcome!

[@doroffey88]

What a brilliant tutorial! Greetings from Kazakshtan to Aukland.

[@StewartGauld]

Thanks mate!

[@Karlamaee]

Thanks so much for the clear and informative video tutorial! :)

[@StewartGauld]

Glad it was helpful! Thanks Kar

[@muhammadluthfinaufaldi5775]

thank you so much u r a great explainer. btw what tools did you use for the video editing?

[@StewartGauld]

Hi Muhammad, I appreciate it. I use Wondershare Filmora9 mainly. Then Invideo and Canva for B-roll.

[@thomashartmann5037]

A really good overview for the absolute beginner. Thanks!

[@StewartGauld]

Glad it was helpful!

[@cristianomoniz]

Man ........you're a such great guy !!! Absofreakinglutely You made my day! Hands down for you my teacher! By far the best tutorial and GUIDER!!!! I REALLY APPRECIATE IT!

[@StewartGauld]

Thanks for the nice comment! 😊

[@sheenagadon7111]

@@StewartGauld this is true for me too! I rather watch your tutorials than any other courses. Keep it up!

[@bellemalicay8433]

I appreciate this tutorial! Thank you!

[@StewartGauld]

Your welcome 🤗 thank you

[@traceej.5339]

Love it! Thanks Stewart! Great content!!

[@StewartGauld]

Welcome!

[@AR-sf3zn]

Great tutorial mate!! Your channel is underrated and I just subscribed :)

[@StewartGauld]

Much appreciated! Cheers mate!

[@hardikpatel5691]

Thanks for the detailed video, Stewart.

[@StewartGauld]

Welcome!

[@jielu8600]

thank you for your quick video. clear and easy to understand for me.

[@StewartGauld]

Hi Jie, You are welcome!

[@rodessagarcesa3034]

Thank you so much! I really need to learn this!

[@StewartGauld]

You're so welcome Rodessa!

[@makechocolatesindia]

I found your video helful and sueful for CRM beginners...thanks so much!

[@StewartGauld]

I'm glad! Your welcome.

[@chewendy5403]

Thank you for this so helpful video. I will be subscribing😀

[@StewartGauld]

Welcome! Thanks Che

[@Back2Punjab]

Hey steward, nice video, thank you Can you please tell the users how to add info with card scanner, coz its just adding some info, all othe info needs to be added manually, is there a way to add everything from card at once?

[@StewartGauld]

Hey Param, You should be able to pick up everything. If not you have to add the rest manually after using the card scanner.

[@Back2Punjab]

Thank you👍

[@ladyrichfamtv8955]

very helpful. than you for sharing your idea.

[@StewartGauld]

Glad it was helpful!

[@SamanthaTwist]

Thanks for sharing! Just started a new job that uses Hubspot!

[@StewartGauld]

Glad it was helpful! Best of luck!

[@obehiirekponor7356]

Hello Stewart, You did a great job with the tutorial. Can I export data from Hubspot to Excel, Power BI, and SQL databases

[@StewartGauld]

Hi Obehi, You can import and export data from Hubspot yes.

[@jamesreed3002]

Great Explaining.....Thanks, Buddy!

[@StewartGauld]

You're welcome James!

[@world_changers]

Already know a lot about Hubspot crm just from watching this video

[@StewartGauld]

I'm glad you found this useful my friend!

[@viralmark5348]

Hey Stewart , Thank you for this comprehensive tutorial. Does HubSpot emailing suffice or do I have to use mailing service with it like mailchimp ? I mean does it use my gamil account and there is a chance my emails get considered spam ?

[@StewartGauld]

Hey mate, If your paying for the marketing hub then its sufficient. However, not the free version. I suggest using MailChimp and connecting this to your HubSpot CRM.

[@viralmark5348]

@@StewartGauld Thank you very much ! cheers

[@StewartGauld]

@@viralmark5348 welcome!

[@fionachen8697]

Hi Steward, thank you for the nice guide. Is there any way for Hubspot to connect with Macbook iCalendar and the mail?

[@StewartGauld]

Hey Fiona, Unfortunately, you cannot at the moment.

[@diegomascareno5169]

As always super helpful Stewart

[@StewartGauld]

Glad to help! Thanks Diego

[@anxanh-ye9lt]

Very clear and helpful for beginners like me! Thank you very much!

[@StewartGauld]

I’m glad! Your very welcome!

[@oscarconde2516]

Great video, Thanks! Quick question, what if I dont have a business domain? How can I sign up?

[@StewartGauld]

Hey mate! You can use a free email too.

[@ArwaHub]

Liked the video, you made it so easy

[@StewartGauld]

I’m glad you enjoyed it!

[@WHYBS]

Hi Stewart. Good job. You mentioned that the Hubspot logo is on emails we would send, and doesn't look attractive. Can you show an example? B

[@StewartGauld]

Hey mate, I show this on another tutorial (create email campaign). Check that out on our channel if you like.

[@bipinjoshi551]

Thanks Stewart-Very good training.

[@StewartGauld]

Hi Bipin, You are welcome!

[@boicom7]

Hi. Nice video. I have been searching for a video on Hubspot CRM free that is focused on Customer Service, how it works, and as an add-on with Outlook, and how as a Manager one can manage a customer service team/customers and the functions it has to perform. Do you have a video on that?

[@StewartGauld]

Glad it was helpful Kenny! Unfortunalty, I do not have a tutorial like that. I will keep this in mind when we release the more advanced tutorial. Thanks!

[@catherineabhulimen6117]

Thank you this was very helpful, especially for a beginner like me

[@authenticdirect]

Wow, you teach all this without selling anything? Wonderful. You're very good.

[@StewartGauld]

Hi mate, just trying to educate fellow business owners. Cheers!

[@johnogunbiyi4163]

Great video. Thanks for the value info bro!!!

[@StewartGauld]

No problem mate! 👍

[@sheryltobias1734]

Hello, Thank you for this useful video. Can I use Hubspot CRM for Real Estate small businesses and also, can I put there the client's info for the record? Thank you for your help.

[@StewartGauld]

You are welcome Sheryl, Yes you sure can with the free version. Great for Real Estate agents.

[@elainequirke37]

Excellent tutorial!! Thanks Stewart

[@StewartGauld]

Hi Elaine! Glad it was helpful. Thanks!

[@salesfarmface9884]

Thanks a bunch!! Can I generate reports using the free versions?

[@StewartGauld]

Hi mate! You have limited access and customisations with reports on the free version.

[@jervisergino2380]

Hey Stewart, thank you for this tutorial. I just started using HubSpot and I just wanna ask a question. What is the correct format in CSV for importing international phone number in HubSpot. Please help me. Thanks!

[@StewartGauld]

Hi mate! make sure your numbers are formatted to include the country/area codes. Also, use the characters that are commonly found in phone numbers: + - ( ) . x delete the rest and try import.

[@keithpenaso7663]

Hi Stewart, i would like to know what software did you use on creating this tutorial. Great explanations very straight forward. Keep it up.

[@StewartGauld]

Hi Keith, The softare? This is HubSpot CRM you can find the link in our description. Cheers!

[@farz1370]

@@StewartGauld i think he meant recording your video lol...

[@YourPod12]

Very beginner friendly! Thanks

[@StewartGauld]

I’m glad you found this helpful Mary!

[@Juno_Vega]

Thanks for the helpful video

[@StewartGauld]

Always welcome!

[@SE-uq2dx]

Very helpful video. Thank you Stewart! Can a Learning Management System be integrated with this?

[@StewartGauld]

Hi S E, You are welcome! Yes it sure can, this will depend on the subscription and what Learning Management System you are using.

[@bscasting]

I'm not ready to waste my time, I would like to see how it works in the update version as well. Before doing all this work.

[@StewartGauld]

Hi mate, Thanks for your comment. We will release an updated version over the next few weeks. However, this is still relevant. Cheers!

[@malingajosephkirk1045]

Wonderful step by step guide, keep it up.

[@StewartGauld]

Glad it helped!

[@harshu4581]

Thank you so much....valuable video ❤

[@StewartGauld]

Your welcome!

[@ellsworthcorumiii9674]

Thanks. That was great. Do you offer any CRM services for people who are struggling with their data?

[@StewartGauld]

Hi Ellsworth, You are welcome. We so not provide those services sorry. However, the team at Hubspot can support you.

[@marecee1054]

Everything you explained was easy to understand and implement, except for one thing, they changed the Email Provider section. It no longer has Other mail account, I don't have the ones they offer now. What should I do?

[@StewartGauld]

Hi Mare, If they do not support your mail account you can look at using Zapier to connect HubSpot and your account together.

[@marecee1054]

@@StewartGauld thanks Stewart! Instead I just used my gmail acct. it's synced with my private email acct.

[@StewartGauld]

@@marecee1054 Glad to hear!

[@crisvill7944]

Super helpful!!

[@StewartGauld]

I'm glad!

[@matjazkrnc6637]

Great tutorial. Thanx a lot!

[@StewartGauld]

You are very welcome!

[@ronben-ari2112]

Great tutorial! Thanks! Do you know of any CRM that offers a click to dial feature that will allow us to click on a telephone number and have it automatically dial using our VOIP provider?

[@StewartGauld]

Hi mate! Give Bitrix24 a go. That allows you to use VOIP. Cheers!

[@LorenzClaymore]

sorry for the question but i'm trying to understand.. If i dont have a job, and a company name or domain,i can still get the certification ?? Or it works just for companies ? I mean ive finished the university, so i have to time for certificate myself.. can i do it with hubspot ?

[@StewartGauld]

Hi Lorenz, You do not need all of these and you can still create an account.

[@Theemmanuelogar]

Thanks Stewart! I have a question, please? Can I segment my email contacts for different businesses with FREE HUBSPOT account?

[@StewartGauld]

Hey mate, Not with the free HubSpot version.

[@Theemmanuelogar]

@@StewartGauld Thank you!

[@hazegepila]

Are we able to call through hubspot? or we need an integration of a specific app for calling leads?

[@StewartGauld]

Hi mate, there are integrations you can set up. However, you cannot do this with the free version.

[@MrMayankthakur]

Hi Stewart in which CRM can we create custom fields for Leads Page

[@StewartGauld]

Hi mate, You can do this in HubSpot.

[@shinobimoondog4580]

Hi, please I have a question: do I need to already have a website in order to create a landing page with Hubspot? I was registering to get started with the landing page, but couldn't complete the registration because they asked for a website domain (which I don't have). How should I proceed?

[@StewartGauld]

Hi mate, No you do not need a website to create a landing page. You will eventually, need a domain name, so I suggest you purchase one. You don't need a website, however, a business domain name will be handy for many things.

[@shinobimoondog4580]

@@StewartGauld Thanks for the reply! However, I couldn't continue with registration on Hubspot because they asked for my website domain (which I don't have). It seems to be compulsory, else you can't finish registering.

[@federicohermannporzio3687]

cool job mate, gotta cacth you soon, what's the business niche, segment you are in ?

[@StewartGauld]

Hi mate, thanks for that. I'm in digital media and marketing (my small business).

[@peterknaus9440]

Hey Stewart, great video! I've got one question: If I add different views for my contacts, it doesn't work. As soon as I'm adding a new contact to a specific view, the contact appears in every view. How can I solve that issue? Any ideas? Thanks in advance.

[@StewartGauld]

Hi Peter, You should be able to view your contacts based on any of your contact information. You can see more information here: knowledge.hubspot.com/contacts/a-guide-to-your-contacts-home

[@aljohncariaga5799]

great tutorial! - ❤️ from Philippines

[@StewartGauld]

Glad you liked it!! Cheers!

[@erovillagracia1262]

Well done. How do we make actual live phone calls with hubspot? Can we record conversations? Thanks.

[@StewartGauld]

Hi mate not with the free plan.

[@Ejayesty]

Amazing training thanks

[@StewartGauld]

Hi Jatau, You are welcome.

[@marcuscohen5664]

very nice intro...Question...if I add a client...is there a way I can set their category(s). I sell to different levels, different industries and like to track referral source: Categories might be: Small Business, Realtor, Davie Chamber, I think in a previous CRM for a network marketing company I was allowed to add unlimited categories, and I was able to do the same with Constant Contact. Some contacts might only have one category, some will have more than one. thanks in advance!

[@StewartGauld]

Hi Marcus, Yes you can customise labels or tags.

[@vrycksmalapitan6348]

I like HubSpot and how could i generate reports from this. I would like to get the listings of all lead source, leads, deals, and contact listings. How can I open the backend? Is this database you use here? Can I do my own visualization software ?

[@StewartGauld]

Hey mate, The have their own internal reporting that you can customise. Also, you can integrate third party tools for this.

[@vrycksmalapitan6348]

@@StewartGauld That's great! I want to see this.

[@lefterisantonopoulos5597]

Very Useful !!! Well done :)

[@StewartGauld]

Glad it was helpful!

[@tatianabotica787]

Thank you so much, really helpful :)

[@StewartGauld]

Glad it helped!

[@MrFuzzyscreen]

very nice. i liked it!

[@StewartGauld]

Glad you got value! Cheers!

[@chrislane7914]

Excellent Stewart. Is there a way for me to ensure an email to a client from Outlook goes straight into the client file? Any thoughts?

[@StewartGauld]

Hi Chris, What plan are you using? The free plan?

[@chrislane7914]

@@StewartGauld yes that’s correct but it works if you click into outlook and click on the sales tools in HubSpot. It creates the Bcc which I need . How do I get it to automatically have the bcc code without clicking on Sales tools? Is this possible? Your video was great by the way

[@reena777vlogs6]

If went to delete entire import data which was entered with wrong details,how to do that?

[@StewartGauld]

Hey, Change the details manually or re-upload with the changes.

[@Gottacacheemalll]

Do you have a tutorial on the app?

[@StewartGauld]

Hi mate, No I do not. However, I will keep this in mind for a future tutorial.

[@vaibhavpatel2958]

Thank you so much Stewart!

[@StewartGauld]

You are welcome mate!

[@doughartley3513]

Is there a video on how to send a marketing letter to multiple email addresses from my contact list?

[@StewartGauld]

Hi mate! We do have a email marketing tutorial for HubSpot you can find on our channel.

[@kbkhan4917]

Hi Stewart, just started watching. I have a business email and my Gmail. Can both be used to import contacts? Thanks

[@StewartGauld]

Hey mate! Sure you can import contacts from both.

[@deborahminniear8284]

As a complete newbie, this was great training! I'm looking for a program where I send new email contacts a free worksheet automatically when they submit their email. Will the free program do this? And, will I be able to connect it w/Facebook?

[@StewartGauld]

Hi mate! Glad this helped! I would connect HubSpot to an email marketing service like MailChimp and do this with there free email automation services. We have tutorials on MailChimp. Cheers!

[@countdownit]

@@StewartGauld hi Stewart. Thanks for the video. Very quick question. How does using mail chimp to send the free worksheet, interact with hubspot and eg Gmail? I'm just wondering if / how hubspot would track that?

[@hennypathak797]

Can you please do a video on Salesforce.

[@StewartGauld]

Hey mate, We personally don’t think it is an ideal solution for small teams. However, we will look into it.

[@hennypathak797]

@@StewartGauld Thanks so much, actually I have learnt a lot from your videos as you present the content in a very simple way, thus had requested you to do one on that.

[@progressudoka4030]

Pls what can I use as my website since I don't have any for now

[@StewartGauld]

Hey mate, We have many free website builder reviews on this channel. HubSpot also will release a free version of their website builder too.

[@mooniescreamer]

"... we need to head over to sittings" 😆 yorkshire, ireland, midlands?

[@StewartGauld]

New Zealand 😆

[@nicoludovico]

very good cheers!!

[@StewartGauld]

Thanks Nico! All the best!

[@fastshelby5226]

Hi Stewart. I'm a current Act! User. I have a couple of questions. Is this cloud based or does this run on my computer as a standalone program? I'm an I.T. Recruiter and an ex programmer. All I need is a Database of companies, with a relationship to Employees of the company. Then I need to be able to send a text based email(which is the announcement of a new job opening) out to 500 or less potential applications(in my employee side database) with the ability to send them through Outlook one by one, rather than a bulk blast, and also have the ability to delete some employees from the list before emailing (because they either work for the client, or they aren't qualified for the position, or for whatever reason. The problem with ACT!, is that they now have an expensive emailing tool that is hard to use and not worth the money. I had been using ACT! non-cloud based with Templatezones high impact email, which made me lots of money! Templatezone has gone out of business and has left all their users high and dry! Will Hubspot do all these things? Also, what I do like about Act!, is that it treats the Company screen as the first contact of a sale, which is really what most sales people look at first! Seems like all of the new CRMs treat the contact as the main screen and there is little to no information about the company! In my business, it's the company that pays me, not the individual. I also need to create unique fields on the company record! Any ideas?

[@StewartGauld]

Hi mate, sounds like HubSpot will be perfect for you with corporate Clients. Give it a go! This is cloud based 🙌

[@claraparab9575]

HI, CAN WE UPLOAD THE TASK FROM EXCEL TO THE CRM

[@StewartGauld]

Hi Clara, No you cannot. What kind or task?

[@bawdigitalseosocialmedia1696]

Stewart your video is so educative , God bless you Can we linkup anyway?

[@StewartGauld]

Hi mate, Thank you for your comment! Glad you found this helpful. Sure!

[@bawdigitalseosocialmedia1696]

@@StewartGauld do you have any video on organic leads generations, SEO and SMM

[@askzinnie]

thank you for this tutorial. you are doing a good job. as a super admin, please how can i set up for none of my team to be unable to delete companies contacts

[@StewartGauld]

You are welcome Ezinne, In your HubSpot account, click the settings icon in the main navigation bar. Click Users & Teams in the left sidebar menu. Click the name of the user whose permissions you want to edit.

[@MsMcCoy41]

Thank you Stewart!

[@StewartGauld]

Hi Ms. McCoy, You are very welcome!

[@DIGITAL-JOY]

The best video

[@StewartGauld]

Thanks mate. I’m glad you think so.

[@buuzy252]

Hi! I would really like to know how can I get back to the getting started with hubspot so I can watch my progress bar and follow the steps! Thank you!

[@StewartGauld]

Hi mate, Yes just head over to your profile over in the top right and then click 'set up your HubSpot account' all the best!

[@buuzy252]

@@StewartGauld Hi! Thank you for responding! When I click on profile and preferences, I can't see the " set up your hubspot account "

[@buuzy252]

I just want to follow the steps one by one by viewing the progress bar. :) it will be easier for me! Again your video is great it shows everything up I don't really need it though, but it can be very helpful!

[@StewartGauld]

@@buuzy252 Just click your profile on the right and it should appear on the drop down.

[@niravyogeshasher7082]

great tutorial

[@StewartGauld]

Thank you! Cheers!

[@pranayakhadka3507]

Is Hubspot CRM free system free or not?? I heard that there CRM is on Top 10 list...

[@StewartGauld]

Yes it is free my friend!

[@pranayakhadka3507]

Ok then, I will start using for CRM. Thanks friend

[@CITYMUSICDJS]

Excellent Thank You.

[@StewartGauld]

Hi Mike, You are welcome!

[@Valeria-uu7qt]

Hi Stewart, thanks! The video is great! Could you maybe explain me based on what I should decide whether to connect with my google account or not? For example my gmail is not the Email address with which I interact with my customers. Also once I chose the domain, can I ever change it? Thank you for all the infos already :)

[@StewartGauld]

Hi Valeria, It doesn't really make much difference what you decide to go for. Yes you can switch to a different domain that you have purchased, yes.

[@Valeria-uu7qt]

@@StewartGauld thank you very much!

[@StewartGauld]

@@Valeria-uu7qt Welcome!

[@j.michaelmartinez3548]

Thank you

[@StewartGauld]

You're welcome Michael!

[@Gottacacheemalll]

Hi! I’m following your tutorial and there is no email integration under the integrations tab. What do I do?

[@StewartGauld]

Hi mate, We just released a new tutorial today on HubSpot! That covers all the new features. If you don't have access you will need the super admin to give you the permission.

[@Gottacacheemalll]

@@StewartGauld I figured it out. The interface was just a little different, thanks!! I can’t seem to connect my google calendar. It keeps saying something went wrong. What do I do?

[@jscottupton]

I'm getting better at understanding the Australian language. It bears some slight resemblance to American English.

[@StewartGauld]

Hey mate, Very similar. I have a New Zealand accent.

[@jscottupton]

@@StewartGauld Does that mean I now comprehend 4 different languages...American...UK...N.Z. and Aussy?