A deep dive into the HubSpot CRM & Email section with a HubSpot Expert
In this course, you will learn everything you need to know about HubSpot CRM & Email.
What you’ll learn
- Master the HubSpot CRM and all related sections.
- Work with HubSpot properties (the #1 element that will allow you to do anything else inside of HubSpot).
- Fully understand how to organize and manage your contacts inside of HubSpot.
- Create forms and emails from scratch.
Course Content
- Before we start… –> 2 lectures • 3min.
- The CRM section on HubSpot –> 1 lecture • 4min.
- A contact profile on HubSpot –> 2 lectures • 10min.
- HubSpot properties –> 6 lectures • 28min.
- Views: How to change the way you view your CRM –> 1 lecture • 6min.
- How to add your email list to HubSpot –> 5 lectures • 23min.
- How to capture potential customers using HubSpot forms –> 7 lectures • 39min.
- Creating custom properties –> 2 lectures • 11min.
- How to create HubSpot lists –> 4 lectures • 15min.
- OPTIONAL: A few techie ways of adding contacts to your HubSpot CRM automatically –> 3 lectures • 14min.
- Sending a 1-1 email with HubSpot –> 5 lectures • 17min.
- Sending a marketing email with HubSpot –> 5 lectures • 26min.
- And to finalize… –> 2 lectures • 5min.
- BONUS section –> 1 lecture • 3min.
Requirements
In this course, you will learn everything you need to know about HubSpot CRM & Email.
Learning about the HubSpot CRM is crucial if you want to become a pro HubSpot user. The way that your CRM & properties are set up plays a big role in how you will use the platform moving forward. There’s no way you can use workflows, for example, if you don’t have a basic understanding of how the CRM works.
Whether you are a marketer looking to upskill or work at a company that uses HubSpot, this course will give you all the knowledge you need to use the HubSpot CRM & Email section with ease.
At the end of the course you will be able to:
- Add your entire email list to HubSpot in different ways: manual imports, file imports, integrating HubSpot with other tools, using forms, the Sales Extension, and much more
- Understand how to track and register information about your contacts, including their web behaviour, email engagement, and other marketing insights.
- Work with HubSpot properties – the #1 element that will allow you to use any other section on HubSpot – from forms to landing pages and workflows
- Create your own contact properties to gather specific information that is relevant to YOUR business
- Create different types of custom HubSpot forms to capture people’s email address directly from your website
- Send effective 1-1 emails and marketing emails to your contacts
- And the list goes on!
You don’t need a paid HubSpot account for this course, but you need at least a free account. In the first section of the course, there’s a lecture explaining how you can get a free account just so that you can at least follow along with the course (in case you don’t have one yet)
Please note that the course duration you see here it’s quite long but that’s because it includes all the OPTIONAL videos. I added a lot of complementary content to your course which you can watch if you want a bit more of a deep dive 🙂 If you’re in a rush, no worries at all and just skip the optional videos.
I am a certified HubSpot expert providing HubSpot account management services to companies from all over the world. I have 10 years of experience in Digital Marketing and love helping small businesses and marketing professionals grow by learning how to use smart automation systems such as HubSpot.
This is one of my client testimonials:
I just completed the course – and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course! Tamara Biljman, Content Strategist
– Feel free to check out my website for more testimonials.
I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.
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Thalita
This is an independently developed course offering by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to the HubSpot for Beginners course offered by me, Thalita Milan.