Here is the definitive Guide you need to get started with HubSpot CRM

Posted by Rekha Kumari

CRM platform setup and migrations are not as troublesome as you may think. However, they can be daunting and take longer than expected. This is particularly true if you don't have any action plan in place; if you don't have experienced team members and don't have a specified timeline.

Although, getting started with HubSpot is easier than you can imagine. There are plenty of free HubSpot options, which means you have an opportunity to understand and appreciate the power of this amazing software without having to invest anything but your time.

Now, let's explore HubSpot's CRM!

Chapter 1: Basics of CRM

What is CRM?

In today's dynamic digital marketing age, it is paramount to be aware of your customers' wishes and expectations. Thus, to truly succeed and impose dominance in your industry, you need to be in the good books of your prospects, clients, and customers.

Now the burning question here is: "How to do that?". That's where HubSpot CRM comes into picture! 

CRM is known as customer relationship management. It is the best platform to manage the relationship with all the customers, enhance business productivity by interacting with people, and offering many other benefits that businesses can reap.

Various CRM tools that organizations commonly use for making customer relationships are HubSpot, Salesforce, Zoho, Hatchback, Infor CRM, Hatchback, etc.

From all the above tools, most organizations prefer to use HubSpot CRM to interact with the customers and make a good relationship with them.


Importance of CRM

As per my analysis, most organizations are using the CRM platform to increase their sales and productivity. Do you know its reason? It's all due to its benefits and advantages.

More than 54% of business organizations are planning to enhance their sales By using a CRM system.

What a CRM can do for your business?

Below are some of the points which will make you aware of CRM benefits and their importance.

  • Cost is one of the biggest reasons due to which marketers prefer using HubSpot CRM. The CRM system is cost-effective compared to all the other tools used to manage and arrange the data. Therefore, most people prefer to use this system.

  • The CRM system helps you boost brand image as it brings more customers to avail the services and make a good relationship with them. It will turn all your loyal customers into the brand. It will further expand your business and increase productivity.

  • With the CRM system's help, you can get a comprehensive view of customer history, including demographics, habits, and other client information. It is essential to analyze the customer's crucial information as it will help you offer good services to the customers who are using the CRM system.

  • Including basic purchase history, the CRM system also stores the clients' details, which will help you track customer resources and purchase details appropriately and efficiently. If you want to, for example, improve your customer support and service thanks to HubSpot CRM phone integration your agents will always have up-to-date information about the prospects even before they pick up the phone.

  • Grouping is a crucial task while managing the services. Using the CRM system, you can easily group all the customers and their details as per the customers' preferences, price group preferences, and location.

  • CRM is an integrated system. All the data stored in this system is centralized, which can be viewed and updated easily by anyone. Therefore, by using the CRM system, you can save valuable time, increasing your sales. It will further create a reputation for your business.

  • If your main focus is to acquire new customers and track their history, then the CRM system is the best. Identification of essential data, targets, and other stored information can easily be identified, which will create a new opportunity for your business.

  • CRM system also helps in optimizing conversion probability. The time spent by the customers who visit your site can easily be tracked by using the CRM system.

All the points mentioned above are the main sections that will help you realize the importance of using the CRM system. You can know more about the benefits of the Customer Relationship Management System.

HubSpot CRM

Chapter 2: What is HubSpot CRM

Introduction to HubSpot CRM

HubSpot CRM is one of the most leading and simplest CRM tools currently available in the market.

HubSpot CRM is the smartest and easiest way to carry all the necessary functions without getting confused, which is often the case with other CRM tools found in the market.

While the CRM is easy to learn, if you're migrating from another CRM, have a complex implementation, or unique needs, you should consider different HubSpot onboarding options.

Organizations that are new to the business or mid-market companies accept the HubSpot CRM tool because it provides secured services and quick functions that ordinary people can easily understand.

Wanna know more about HubSpot CRM? Go through this article: What is HubSpot, and What can you do with it?

Why is HubSpot CRM used Commonly?

In this competitive world, most companies are looking for free services to increase their sales process productivity. If you are the one, then HubSpot CRM is for you! 

Sales managers and directors prefer to use this tool to turn customers into promoters and enhance its efficiency. You can also improve your knowledge by knowing how to be good at Marketing in 2021. 

HubSpot CRM is entirely free, secure, and does not have any limitations. It helps you organize all the essential data to improve your conversational rates and increase leads. Also, it will assist you in growing your business and gaining more customers' attention

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HubSpot CRM features are very comfortable to catch up to. You can get used to its working and set up in no time. Thus it reduces the time it takes to warm teams up to a new solution.  

Beginners will also find it a user-friendly tool because it does not require any proper training. This is the most common reason why organizations prefer to use this specific HubSpot CRM tool.

If we compare all other tools based on the simplicity feature, HubSpot CRM is the best possible solution which we all should use.

Using the HubSpot CRM tool, you can efficiently perform various activities like adding contacts, plot the information on the sales pipeline, calculate the value, etc.

Read more about Reasons to choose HubSpot CRM.

Chapter 3: How to use HubSpot CRM

In this chapter, you will get detailed knowledge about HubSpot CRM. Firstly, you will get to know about the HubSpot CRM process. These steps will help you understand HubSpot CRM's working, after which you can manage all the data by using the HubSpot CRM tool.

All the benefits and features which will help you in marketing and improving your business growth are explained in this chapter in detail.

How to set up your HubSpot CRM Account

Without any further ado, let's know about how to use HubSpot CRM in detail.

Step-1: Create your HubSpot Account:

Visit You will navigate to the Home page.
HubSpot CRM dashboard
  • Click on "Get HubSpot CRM," which lies on the top right corner of the page.

  • Then, you will see the login page. You have to enter your details such as email, last name, first name, and password.

  • After entering all the details, click on the "Get HubSpot CRM" button.

  • If the entered information is correct, then you will successfully create your HubSpot CRM account.
create HubSpot account

Source: HubSpot

Step 2: Add Contacts and Companies

  • After creating an account, you will be directed to the home page of HubSpot CRM. It looks like the added screenshot:
Explore HubSpot Hubs
  • Once you get access to view the HubSpot CRM dashboard, you can create a new contact, import, edit columns and generate filters according to your needs.

  • Want to create a new contact? Click on the "Create Contact" button and enter the details of the connection you want to add. You need to fill in the data like email, name, select contact type (client or candidate), choose a persona, and select a legal basis for processing contact information.

  • Once you have added all the information, click on the Create Contact button.

  • If you want to add another contact, click on the "Create and add another" button. After this, you have to proceed with the same steps you follow while creating a new contact.
Create contact
  • The information you have created will be added to the contact list.

  • Is the added information is incorrect? Want to edit? Relax!

  • Select the contact you want to edit or delete. If you want some correction in the content, click on the Edit icon.

Edit or delete contact

  • Here you have to select a property of the contact you want to edit, such as Agency, date of birth, degree, etc.

  • After editing the content, click on the Update button to save the changes.

  • If you want to delete the contact permanently, Click on the "Permanently delete" button.

  • Do you want to assign an owner to the selected item?

  • Click on the Assign link, and you will view:

Assign contact

  • Now, choose the owner you want to assign the particular item and click on the Assign button.

  • Want to add a large number of contacts at a single time? Click on the Import button. 

Import contact

  • To proceed, click on the" start an import" button. Now, choose the files you want to import. It can be the files from the computer, an Opt-Out list, or contacts stored in your Gmail.

what would you like to import

If you find any difficulty in implementing these steps, feel free to Contact Us. 

HubSpot CRM platform- affiliate

Steps to import files from the computer:

  • If you select the option "File from the computer," choose the number of files you want to import.

Select the number of files to import
  • If you have selected one file option, then you have to choose the number of objects you want to import. (Do you have any doubts regarding the term Objects. These are the data types that are used to organize the data.)
  • Want to proceed further? Click on Next button.

You will be directed to-Select objects to import

  • You have to select one from all these options (contacts, companies, Deals, and Tickets).

  • Contact will be selected if you want to add the information of the people you work with commonly known as customers or leaders.

  • Companies will be selected if you want to add the information of the companies you work.

  • Deals option will be selected only when you want to connect revenue to the company.

  • Select Tickets to add information about the issues that are faced by the customers.

  • Now, choose the files you want to upload. You can directly drag and drop the contacts.

  • Remember- Files can only be uploaded if they are stored in the form .CSV, .XLSX, and .XLS.

  • Once the selected file is uploaded, click on the Next button.

  • HubSpot will automatically map the columns that are stored in your files. The files that haven’t been mapped can be done manually by selecting the property from the drop-down menu. You can also add a new property or can select “Don’t import column.”

Mapping completed?

Now, proceed with these steps- 

  • Click on Next button. Now, the selected files will be uploaded which will be seen on the dashboard.

  • You can also select multiple files by choosing “Multiple files with associations” option.

  • After clicking on Next Button, you have to select two different objects.

upload your files
Further. all the steps are similar that you pressure while importing one file.


Steps to import An opt-out list

  • Do you want to import the list of people who are disqualified from receiving emails? Select “An opt-out list.”

  • Remember to store the opt-list only in the form of CSV files. You can also drag and drop the files directly from the stored place.

choose a file to upload

  • Click on Upload button to import the list.
  • Now, you have to import the details by selecting the email field column header from the drop-down list. The content which is selected will go into your blacklist.

hubspot crm email field column

  • After choosing, Click on “Next, confirm your choice” button.
  • Now, select the privacy laws and regulations. You have to choose an option from the drop-down list for selecting a lawful basis.
  • You also have to add the explanation for the selected option. After the addition of data, confirm your opt-out.

hubspot crm confirm your opt out

  • Here, type the number of contacts which you want to blacklist. Now, click on “Begin import” button.

  • You will receive the notification about the imported list.

Contact us to know about HubSpot CRM

Steps to import Contacts from Gmail:

  • Are you facing problem in importing all the contacts from Gmail? Click on import and select “contacts from Gmail.”
hubspot crm contacts from gmail
  • Have you received any dialog on the screen? Read the information and click on the “Accept and connect to Google” button.

  • Choose your email account to integrate with HubSpot.

  • HubSpot wants access to your account. Click on Allow button to give access to HubSpot.

hubspot crm allow button

  • Once, the process is completed, you will receive the message “Huzzah! Your connection is now complete. '' Now, all the contacts that are stored in your Gmail will be viewed in HubSpot.

Steps to add Filters

  • To simplify the searching process, HubSpot provides “Add filter” icon option. Here you have to select the option according to your needs. It gives the option such as Agency, Associated deals, Associated company, etc.

  • After selecting the option, just click on “the Apply filter” and save.

hubspot crm the apply filter

  • If you want to view all the applied filters, Click on “All saved filters” option.


  • Do you want to make some updations in columns?

  • Click on the “Actions” button after which you can edit the properties and restore the contacts.

HubSpot CRM Actions Button
Facing difficulty in implementing the steps? Contact us now!  

For adding companies:

  • To add clients data, follow the same steps that are considered while adding the contact details. Here you just have to add the companies domain name, create date, and the first contact create date accordingly.


Step-3: Send Invitation to your Teammates

Once the contacts and companies are added, HubSpot will send the emails to the people. It includes the instruction for logging in.

By sending an invitation to all your team to join HubSpot CRM, you can easily unify your company services that are provided to the customers.

Step-4: Create Deal and define Deal Stages

Perhaps, deals will help in organizing your sales and track the progress of everyone. It helps in managing multiple relations at a single time and identify the roadblocks.

Here are the steps which will help you in defining the deal stages and actions:

  • Click on “Create Deal” button and move to the next stage.

HubSpot CRM  Create Deal

  • While creating the deal, you have to give name and probability to your deal by entering a deal name, sales pipeline, deal stage, amount, close date, deal owner, company, contact, and products.

HubSpot CRM - Entering a Deal Name

After entering all the information, Click on the Create button. You will be directed to- HubSpot CRM  Create Button
The information which is created will be displayed on the dashboard. You can quickly view the status of your deal on the dashboard.

  • If you want to edit some created deal, click on the edit icon which lies on the left side of the dashboard.
 HubSpot CRM  Edit Some Created Deal
  • You can also delete the deals, view all properties, and view property history by clicking on Action drop-down which lies in the top left corner of the desktop. HubSpot CRM Action Drop-down

  • If you want to create emails, make a call schedule the meeting, just click on an email, call, meet icon to communicate with your deal and schedule the meeting directly. HubSpot CRM  Communicate with Your Deal
  • You can also add notes by clicking on notes> Create notes. Just add the information you want to include in the provided space.

HubSpot CRM Create notes

  • You can directly create the deals by clicking on the import button from the contacts.

By following all the above steps, you can easily calculate the deal forecast by evaluating the sales dashboard.

Let me explain to you with a practical example of scheduling. Your first stage is the appointment stage. The pipeline will show you that the process is 10% completed. But when you sign the contract, it shows that you are near to the final stage and the process is finished.

Hope! You are clear with the Deal stage.

Still confused? Contact Us Now! 

Step- 5: Generate Lead Ad

Once, your deals are created, it's the time to generate new leads and enhance your business productivity.

  • To proceed, Click on Marketing Ads. You will be directed to-

HubSpot CRM Marketing Ads

  • Now, click on Contact account for creating relevant and targeted ads for every stage of buyers journey.

HubSpot CRM  Contact account

  • Click on the Facebook link and move further.

  • Now, you have to enter your email ID and password for Lead Syncing. It will help you to engage the people through Facebook desktop, mobile app, and Instagram.

  • Once you create your ads and designate the target audience, you can attract the contacts that are added in HubSpot CRM and increase business productivity.

Want to know more, Click Here.

Free HubSpot CRM

Features of HubSpot CRM

Most business activities like data sharing, data managing, tracking, etc., can be done quickly by HubSpot CRM because it provides all the functions under one umbrella. Some of the standard features of HubSpot CRM are:


Sales Force Automation

HubSpot CRM Features


Pipeline and Opportunity management

It helps to manage sales opportunities, track the probabilities, values, and stages. You can maintain sales pipelines as per the team, company-wide, sales representatives, and region.

Desktop Integration

It allows you to integrate all your emails, contact and email tools with the CRM system. Also, you can also integrate Google and Microsoft Outlook.

Task/ Activity Management

It helps you to track and manage the activities and tasks easily and accurately. In this feature, you will also get the opportunity to manage priorities and daily schedules.

Partner Relationship Management

It helps you to collaborate all your channels with different sales for sharing quotes, pricing, product information, etc. Therefore, you can easily track channel partner leads and sales opportunities.

Contact and Account management

It helps to store and retrieve the information related to customer accounts and contacts. Also, it also allows you to track companies worldwide communication with their accounts.

Territory and Quota Management

It allows you to manage, track, change and assign territory and sales quotas as per your need.

Customer Contact Management

It helps you in maintaining contacts and making amendments according to your needs.

Quote and order management

It helps you in creating quotes for the customers which includes products, discounts, and prices. With the help of an order management feature, you can process the orders appropriately.

Product and Price List management

It allows you to add the products and prices in proper modules which can further be accessed easily.

Marketing Automation

HubSpot CRM Features


Campaign Management

It helps to optimize all your organizational processes, deploy and track different types of marketing campaigns

Email Marketing

It allows you to easily send a large number of contacts. Email marketing offers many common features like subscriber list management, social media integration, the making of email templates, success rate reports, autoresponders sign up forms, AB testing, and subscriber list management.

Marketing ROI Analytics

By using this feature, you can analyze the effectiveness of different marketing activities of an organization.

Lead Management

It allows you to process the leads in proper steps. It includes:

1- Lead Generation

2- Customer Inquiry

  • Inquiry Capture
  • Lead Filtering
  • Lead Distribution

3- Lead Qualification


Customer Support

HubSpot CRM Features


Case Management

It helps to track the issues and send a request to the customers during the resolution process.

Call Center Features

It allows you to easily access information such as case history, customer information. Also, it provides features related to workforce management, call recording, compliance management, analytics, and script management.

Support Analysis

It help you to analyze customer support activities. This will further help you to optimize tools, processes and customer support professionals.

Knowledge Base

The customers can easily receive all the answers to the common questions as HubSpot CRM is centralized. This feature will help you to collect, search, organize, utilize and share information easily.

Customer Support Portal

It provides all the answers to the people and resolves post service issues. By using this feature, customers can easily place orders, gain information about the knowledge base, view order histories, etc.


Reporting and Analytics

HubSpot CRM Features



All the data stored in HubSpot CRM can easily be enabled by using this feature. You will also be able to create ad-hoc and standard reports accurately and in less time.


It allows you to enable the projection of sales revenue which is based on the analysis of market trends and surveys, historical sales data. You can also do the estimation of salespersons.


It allows you to view and read different information such as current status, real-time user interface, historical organizational trends, etc. from one platform. Alos, it enables informed decisions which are made early.



HubSpot CRM Features


Sandbox/ Test Environment

It helps your administration team to develop and test all the changes which may occur at the time of CRM development.

Workflow capability

It will save time because all the processes that are done manually can be automated. Also, it helps administrators to easily write and determine the needs so that they can take actions easily.


It help the administrators to gather different information which includes the ability to create fields, custom objects, fields, views, and calculations

The user, Access and Role Management

This feature of HubSpot CRM will help you to easily manage data, objects, and features that are based on groups, users, etc.

Output Document Generation

You can also create the templates by using this feature of HubSpot CRM. This will further help you in generating dynamic documents in different types of formats.

Document and Content Management

It helps you in publishing, consuming and editing the information centrally. You can also manage the content accurately such as documents, presentations, electronic files, and images.  


It helps you to do business transactions in different currencies. Furthermore, you can also view the content in different languages.

Territory and Quota Management

It allows you to manage, track, change and assign territory and sales quotas as per your need.

Customer Contact Management

It helps you in maintaining contacts and making amendments according to your needs.

Quote and order management

It helps you in creating quotes for the customers which includes products, discounts, and prices. With the help of an order management feature, you can process the orders appropriately.

Product and Price List management

It allows you to add the products and prices in proper modules which can further be accessed easily.



HubSpot CRM Features


(API) Application programming interface integration

It specifies the way of communicating applications with other tools. You can integrate objects, logic, data, etc. with different software applications accurately and effectively.

Workflow capability

It will save time because all the processes that are done manually can be automated. Also, it helps administrators to easily write and determine the needs so that they can take actions easily.


It help the administrators to gather different information which includes the ability to create fields, custom objects, fields, views, and calculations



HubSpot CRM Features


Mobile and Social

It specifies the way of communicating applications with other tools. You can integrate objects, logic, data, etc. with different software applications accurately and effectively.

Social Network integration

It will save time because all the processes that are done manually can be automated. Also, it helps administrators to easily write and determine the needs so that they can take actions easily.

Social Collaboration

If you want more than one user to interact and share the information, then this feature will help you to achieve your goals. Also, it collaborates the spaces and identifies the shared groups in which everyone in the same contextual manner can see the information.

The user, Access and Role Management

It help you to easily manage data, objects, and features that are based on groups, users, etc.

Output Document Generation

You can also create the templates by using this feature of HubSpot CRM. This will further help you in generating dynamic documents in different types of formats.

Document and Content Management

It helps you in publishing, consuming and editing the information centrally. You can also manage the content accurately such as documents, presentations, electronic files, and images.  


It helps you to do business transactions in different currencies. Furthermore, you can also view the content in different languages.

Territory and Quota Management

It allows you to manage, track, change and assign territory and sales quotas as per your need.

Customer Contact Management

It helps you in maintaining contacts and making amendments according to your needs.

Quote and order management

It helps you in creating quotes for the customers which includes products, discounts, and prices. With the help of an order management feature, you can process the orders appropriately.

Product and Price List management

It allows you to add the products and prices in proper modules which can further be accessed easily.



Benefits of HubSpot CRM

Some of the advantages of using HubSpot CRM are as below:

1- Helps in organizing Sales Process

HubSpot CRM helps in organizing the sales process as it shows all the recent activities to the sales team in an assembled form.

2- Helps to Automate Processes

With the help of HubSpot CRM, you can automate all the manual processes such as reminders, calculating close rates, email sequences, the addition of contact details, lead scoring, etc. by spending less time.

3- Helps to Track Buyer's Journey

It also enables you to track the buyer's journey. With the help of clear sales pipelines or by using associated record, sales representatives can easily follow prospects as it is essential to increase leads and business growth.

4- Provides Website Integration

Are you missing your leads and you are not able to evaluate your website performance? HubSpot CRM will notify you about a new lead which visits your website because the website is integrated with HubSpot.

I personally found this functionality interesting because it helped me to be updated and find out the most recently viewed pages. I was also able to evaluate the customer's demands according to which I delivered the services. It helped me to improve business sales by influencing more people.

I also recommend you to use HubSpot CRM because, with the help of HubSpot CRM, you can easily find the pages that are visited by your old lead when you are busy talking with a new lead.

5- Provide Effortless Communication

With the help of the HubSpot CRM tool, you can effortlessly communicate with all your contacts via phones or emails. If you are currently on the contact page in CRM, then you can send emails directly to the contact with one click. Another option is to track the emails which will help you in finding whether the contact has received and opened the messages or not.

You can also integrate phone to make calls directly from the page. Moreover, you can enter the notes and record the calls if necessary.

6- Measurable Metrics

Measurable metrics is another advantage of this free tool. By using it, you can easily track the performance of sales representatives. HubSpot CRM also provides dashboard visual ticklers which help to increase sales number like lead velocity, sales cycle length, conversion rate, etc.

7- Provide Free Services and Hold Live Chat Session:

As compared to other CRM tools, HubSpot CRM provides free services. If you are planning to improve your business productivity, then go for HubSpot CRM.

Live chat is another feature of HubSpot CRM. It will help you in answering all the questions and make a better relationship with the customers.

Evaluate and know more about the benefits of using HubSpot CRM.

Contact us to know about HubSpot CRM

Chapter 4: HubSpot CRM Workflows

In this chapter, you will get to know about the information related to workflows, its types, examples, and steps to create Workflows in HubSpot CRM.

Read below to understand the basic concepts of Workflows.

What are Workflows in HubSpot

Workflows- An essential tool in HubSpot which helps to structure your work processes.

Workflow is a combination of automated actions that execute when the condition is predefined. The process starts when lead enters a workflow. And the whole task gets completed when the trigger can go off; only when lead clicks on the Submit button.

Do you want to automate the communication with your leads? Use Workflows in HubSpot CRM.

It is a new powerful tool of HubSpot CRM which will help you to increase your leads, generate more traffic to your website, automate your marketing strategy and manage your pipeline.

Do you want to create accurate workflows to improve business performance? Don't know how? Feel free to Contact Us

There are five types of workflows that are commonly used such as:

  • Contact-based Workflows
  • Company based Workflows
  • Deal based Workflows
  • Ticket based Workflows
  • Quote based Workflows

From all the above workflows, most of the organizations are using contact based workflows to manage their data. Choose the one for your business and see the results! 

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Steps to create Workflows in HubSpot CRM

Here are the steps by following which you can create Workflows in HubSpot CRM.

  • Step-1: Firstly create a HubSpot account and search workflow feature in Automation. Then Click on Create Workflow button which is located in the upper right corner of Website.

HubSpot CRM  Create Workflows

  • Step-2: Now, you have to select workflow type from Contact based/ Company based/  Ticket based/ Deal based/ or Quote based which lies in the left panel.

HubSpot CRM  Workflow Type
  • Step-3: After selecting one particular type of Workflow, Click on Create Workflow button which lies on the top right corner of the website. You will be directed to-

HubSpot CRM  Create Workflow button

  • Step-4: For giving the name to your website, click on the pencil icon which lies on top on the desktop.

HubSpot CRM Pencil Icon

  • Step-5: After adding the name, you have to click on the “Set enrollment triggers” button located in the Workflow editor.
HubSpot CRM Set Enrollment Triggers
  • Step-6: You will be directed to enrollment triggers display in which you have to select filter type and set up criteria by clicking on the Save button.

  • Step-7: After selecting the Trigger criteria, select a property and click on “Done button. You will be directed to a page which looks like:

HubSpot CRM Done Button

  • Step-8: If you want to edit the trigger, click on the pencil icon which lies in the right side of the page.

  • Step-9: To start with re-enrollment, you have to click on the Re-enrollment tab and then switch on the Re-enrollment button.
HubSpot CRM  Re-enrollment Button
  • Step-10: Click on the Save button to proceed further.

  • Step-11: You can click on the Plus icon + button for adding more enrollment triggers.

HubSpot CRM Plus Icon + Button

  • Step-12: Once, you toggle the Re-enrollment, select the actions according to your choice such as add delay, add if/ then branch, enroll in another workflow, trigger a webhook, send internal email, remove from a static list, etc.

    If you want to add more triggers, then don't Worry!

  • Step-13: After the completion of all the steps, you have to click on the Save Button to proceed further.

  • Step-14: To start the workflow, click on the Review button which is displayed on the top right corner of the desktop.

  • Step-15: Now, click on the Turn on button and your workflow will start. You will see a dialog box on the screen like below:

HubSpot CRM Turn on Button

  • Step-16: Select the OK button to start the automation of workflow.

Click here to learn more.

Contact us to know about HubSpot CRM

Benefits of using Workflows in HubSpot CRM

You must be aware that earlier all the business processes were done manually.

But now, HubSpot has introduced a powerful tool which will help you in automating all the processes and reducing the processing time.

I am sure; you want to know more about HubSpot CRM advantages in detail so that you can achieve your marketing and business objectives.


Here are some benefits of using Workflows in HubSpot CRM:

  • Make the Processes Automatic
  • Helps to Nurture your Needs
  • Saves Time
  • Personalization
  • Saves Cost
  • Reduces Errors

Want some free consultation then you can communicate with the experts by availing the HubSpot services.

HubSpot CRM Workflow Examples

I am sure that now you are aware of the term Workflows in HubSpot CRM.

If you still have some doubts, then read real time examples that are added below.


Here is an example of workflow which is made for engaging more customers by the content.

In the beginning, send the case study to all your leads which have created already in your database or CRM.

If the leads viewed the respective content, then you can approach the buyers via sending an invitation to go for a demo. They only avail the demo service because they are totally engaged with the initially added content.

But if the customers have not viewed the case study then send more attractive offer instead of sending demo such as product video.

Below is a screenshot of the created workflow:

HubSpot CRM  Sparkreaction

Source: Sparkreaction


The example which is added below is the workflow of Inbound Recruitment marketing. Do you know the need behind creating this workflow?

The primary motive is to engage only those candidates who are interested in availing the services as it will save your time and cost.

In this workflow, firstly send emails to all your customers. The email includes information related to education, career growth, Business opportunities, etc.

If the candidate subscribes to your emails or blog, then it shows that they are interested in availing your services.

But if they do not subscribe, then it shows that they are not interested. To attract and engage the candidates, you can send another email by providing them with more relevant content.

If they do not show their interest, then it concludes that they are not potential customers.

Below is the screenshot of Inbound Recruitment marketing Workflow
HubSpot CRM  Recruitment Marketing Workflow

Want to enhance your knowledge about Inbound Recruitment marketing then contact with experts.


Chapter 5: HubSpot CRM Pricing

We all want to avail more services by spending less money. HubSpot CRM is the best possible way to increase ROI and efficiency in less amount.

In this chapter, we are going to find out that is HubSpot CRM free or paid. You will also get to know about HubSpot CRM Pricing accurately.

Is HubSpot CRM really Free?

It's always observed that customers go where they have to pay less and get more services.

If you are on the same track then yes, Go for HubSpot CRM because it is totally free.

I know, the question - Is HubSpot CRM really free? seemed unbelievable to me as well. Yeah! You are reading accurate information.

HubSpot CRM is entirely free. If you are new to the business, then the basic free version of HubSpot CRM is enough for you as HubSpot CRM is the best and easiest tool to manage the customer relationship and improve sales productivity.

The Word “Free” here refers to a cheap and pared-down version of HubSpot.

If you want to add and centralize some limited contacts, then HubSpot CRM is “The best” for you as it offers 100 contacts for free. But if you want to include 1000 contacts more, then you have to pay $100 per month, and if the number of contacts reaches 1,100, then you have to give $100 in a month.

By availing HubSpot CRM free features, you can quickly increase customers lead and grow business productivity and efficiency.

There are many ways in which HubSpot CRM will help you like:

  • Managing your contacts
  • Track your deals and tasks
  • Nurture your leads by engaging more customers

According to me, I think that HubSpot CRM free services are enough for you to improve your business growth, increase conversational rates, increase ROI, and be on the top of this competitive world.

What is HubSpot Sales Hub?

HubSpot Sales provide many features by using which you can improve your sales process. With the help of HubSpot Sales, you can quickly uncover more leads in less time. You can also make a good connection with the customers and can efficiently manage the central database.

HubSpot Sales will help you to achieve a business goal- “Sell More and Work Less.”

Do you want to avail free sales services? Go for HubSpot Sales as it’s free to start with.

Now, Let me introduce you with the term HubSpot Sales Hub.

HubSpot Sales Hub is divided into three different sections according to the business type-

  • HubSpot Sales Starter
  • HubSpot Sales professional
  • HubSpot Sales Enterprise

sales hub pricing

HubSpot Sales Starter

Are you new in the world of business and want to increase sales productivity and improve close rates? Go for HubSpot CRM Pro.

In HubSpot Sales starter, you can easily avail the sale services starting at $45 per month.


  • Contact management
  • Gmail and Outlook integration
  • Company records
  • Tasks
  • Email templates
  • Calling
  • Email Scheduling
  • Documents
  • Contact and company insights
  • Deals
  • Email tracking and notification
  • Live Chat
  • Canned snippets
  • Meeting scheduling
  • Prospects
  • Conversation routing
  • Email sequences
  • Conversational bots
  • Reporting dashboards
  • HubSpot branding removed

Sales Hub Professional

It is a complete sales toolkit which includes advanced automation, artificial intelligence, and custom reporting. You can start availing Sales Hub Professional services starting at $450 per month.


  • Phone support
  • Multiple deal pipelines
  • Teams
  • Required fields
  • Sales automation
  • Products
  • Required fields
  • Smart send times
  • Quotes
  • Smart send notification
  • Custom reporting
  • Salesforce integration
  • 1:1 video creation

Sales Hub Enterprise

It will help you in providing accessible services without any complexity. To start with the enterprise package, pay $1,200 per month.


  • Playbooks
  • Goals
  • Predictive lead scoring
  • Single sign-on
  • Quote approvals
  • e Signature
  • Call transcription and reporting
  • Calculated properties
  • Recurring revenue tracking

Understand more about HubSpot Sales Hub.


Difference between HubSpot CRM & Sales Hub

Want to upgrade HubSpot CRM? Before taking any decision, you should first understand the exact difference between HubSpot CRM and Sales Hub.



HubSpot CRM

Sales Hub


HubSpot CRM is an online platform which helps to store information of the contacts and companies. It also helps to track your outreach efforts.

It is an online time-saving sales tool which helps to grow traffic and convert it into visitors. It helps to connect more leads by spending some extra amount.


HubSpot CRM is a free sales tool which will help you to increase your business growth.

You have to pay some extra money to avail the services provided in Sales Hub.

According to your business, you just have to select one type

(HubSpot Starter, HubSpot Professional, HubSpot Enterprise) and proceed further by paying the amount accordingly.

Scroll down to read all these types in detail.


HubSpot CRM provides limited free features.

You can avail as many features as you want by giving a limited amount of time.

Analytics and reporting

HubSpot CRM helps you to access your organization leads and task reporting dashboards.

Sales Hub provides reporting at the professional level. By using this platform, you can purchase reports and dashboards easily and accurately.


Provides limited storage

Provides a large storage space.


HubSpot CRM helps in collecting forms, analyzing leads, and improve lead flows. This tool helps you to track the website activity for 7 days.

Provides multi-featured and robust marketing cloud which includes various features with different pricing packages.

I have also done the evaluation after which I decided to use Sales Hub as it provides more services by just spending a limited amount of money.

So, why not to prefer more services and enhance business growth?

If you want to avail free services or want to take free advice from experts, visit the Contact Us.

Pricing of HubSpot Sales Hub

So ready to boil your business by offering excellent services and increasing customer leads. Go ahead.

“How much does HubSpot Sales Cost?” It is the next question for which you want a clear answer.


Now, we all know that HubSpot Sales Hub is divided into 4 license types. It entirely depends on you and your business type that which service you want to avail.

Here is the pricing of 4 license types are:





Sales Free

$0 per month


Sales Hub Starter

$50 per month for 1 user


Sales Hub Professional

$500 per month for 5 users


Sales Hub Enterprise

$1200 per month for 10 users

Do you want to import more contacts? You will be charged extra, but I assure you that you will not regret it afterward.

If you want to plug in with HubSpot Marketing, you need to take the HubSpot Marketing license.

License Requirements:

Starter: You will be charged $23 per additional user.

Professional: You will be charged $90per additional user.

Enterprise: You will be charged $1200per additional user.

Satisfied? Of Course yes. 

Contact us to know about HubSpot CRM

Chapter 6: HubSpot CRM Integrations

Do you want customized services and fulfill your business needs? Start doing integrations.

To build good connections with the customers and you want to nurture your leads or prospects, start with HubSpot CRM integrations.

If you are confused with the term HubSpot CRM integration, Don't Worry. You will get to know about this term; it’s importance and types in this particular chapter.

Still confused? continue reading... 

Why to Integrate your CRM with HubSpot?

CRM integration is allowing your website and CRM to work together. Do you want to promote your CRM and bring valuable customer lead data automatically? CRM integration is the best possible way.

Know more about HubSpot integration and how it maximize your marketing strategy?

Here are some benefits by knowing which you will integrate your current CRM with HubSpot.

1- Customization

Do you want to grow your business by providing excellent services to the people? Integrate your CRM with HubSpot as it allows customization and configuration. These options will help you to achieve your business needs.

Want to know more about HubSpot contact with our expert team and take excellent advice.

2- Automation

If you don't like to spend time on Data Entry, then integrate CRM with HubSpot. You can also save your precious time by integrating CRM with HubSpot. Once you successfully perform this task, you need not enter data manually. Furthermore, you will be able to generate more leads and productivity.

3- List Segmentation

Once you integrate with HubSpot, your sales team can quickly identify the qualified leads that are interested in availing the services. It will help you to filter the leads without spending a significant amount of time.

4- Record Owner

Synchronizing email address and name will help you to personalize the emails that are sent to the leads. You can easily record the owner's information which can further be accessed in an accurate form and in less time.

5- Helps you to identify ROI

Integration of HubSpot and CRM helps in identifying the inbound marketing ROI easily. It will also help you in making good customer relationship which will improve your marketing strategy.

6- Lead intelligence

Once you successfully integrate your CRM with HubSpot, you can synchronize contacts public profile URL. It will help your sales representatives in viewing the contacts activity without login their account.

You can also learn how to set up and customize your deal pipelines and deal stages as it will help you to increase your business revenue in less time.

7- Increases Team Efficiency

Is your marketing team is unable to send qualified leads to the sales team? You should definitely integrate CRM with HubSpot. Once you integrate, your marketing team can send the leads to the sales team.

Your sales representatives will spend more time in selling and providing the services instead of spending time on entering and qualifying data.

8- Get Real-time Updates

Everyone loves to be updated. Integrating HubSpot with CRM will help your sales team in getting an updated notification in every 10 minutes. It will assist them in tracking the behavior of leads in real time.

9- Convert CRM Leads to closed Opportunities

Once you integrate CRM with HubSpot, you can easily track the conversions and analyze closed-loop in HubSpot. Furthermore, you can easily create more opportunities in less time.

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Do you still have any doubts why most of the organization are integrating CRM with HubSpot CRM?

Read more reasons why to connect HubSpot with CRM?

Chapter 7: HubSpot CRM Reporting

Let's start with the term “Reporting.”

Reporting is one of the most helpful features of HubSpot CRM. It helps in viewing and analyzing different pages to get the conclusion in less time.

HubSpot CRM reporting provides Analytic tool by using which you can analyze your website traffic, contacts, campaigns, marketing, service and sales team productivity.

Analytic tool

HubSpot CRM Analytic tool

Most of the organizations prefer to use HubSpot CRM for analyzing the traffic and interest of the customers.  Unaware how? Read below! 

Why is Reporting Important?

Is your boss is asking you about the status of the website, and you have less time to evaluate? Don't have enough time? Use HubSpot CRM Reporting.

By evaluating the reports, you will be able to compare all the data sets and analyze the website performance on different perspectives. Furthermore, you will get the exact status of the website after which you will be answerable to your boss.

Here are some more benefits of HubSpot CRM Reporting:

1- Helps to visualize your Customer Demographics:

Do you want the right to view the sales cycle at 360 degrees? Use HubSpot CRM Reporting tool.

By accessing the reporting tool, you can quickly collect ideal prospects, analyze customers activities, identify users last conversion event, build target personas, and many more.

HubSpot CRM Reporting provides graphical information. It will help your digital marketing team to efficiently analyze the online behavior of the customers, their interests and concerns.

2- Collect clear and accurate Results

By using the Reporting tool, you will gather correct information and accurate results in less time. The results which you collect will support your decision and will help you in expressing the information in front of your boss.

Let me explain to you more with an example.

Let us suppose; you are sharing some information with your boss. Instead of saying, visitors have been increased on our site. You should explain that 45% of traffic has increased which has generated 17 more leads.

Which information is more exciting and revealing?

Yes, you are right- information which numerical data.

I Hope you understood. 

3- Reduces the Sales Cycle

If you have updated information about your leads and your new customers, you can easily convert the leads into customers in less time. This is only possible by analyzing your Reports.

By following a particular trajectory of actions, you can quickly analyze the demographic profile of the customers. Also, you accelerate your sales cycle and nurture more leads to achieve the business objectives.

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4- Helps to fulfill your Expectations and achieve your Goals

By using the reporting tool, you can analyze your business growth by focusing on the right channels. By observing up and down movement of the graph, you can easily compare the data, get the essential information and nurture your social media leads.

5- Create a Trackable Event on your Website

Are you facing problem in event tracking? Use HubSpot CRM Reporting tool. All the activities that are performed on your site can easily be tracked.


Types of Reporting

Contacts Report

Contacts report displays a breakdown of all the contact information of the customers. It includes the customer's name, country, and other related information.HubSpot CRM Contacts Report

Companies Report

With the help of companies reports, you can easily calculate your organizational revenue for specific marketing activity. Organizations who rely on more number of companies can quickly evaluate their business instead of counting the contacts.HubSpot CRM Companies ReportSource: HubSpot

Pipeline Report

This report will help you to visualize the quality and value of deals at different stages of the pipeline. It helps you to evaluate the exact movement of the reports. You can also determine the budget for your company.

HubSpot CRM Pipeline Report

Custom Reports or Cross-Object Reports

Custom reports will display different records such as deal, company or contact. Most of the answers which you want for analyzing your business performance can be received by evaluating custom reports or cross-object reports.

Learn more about how to customize your dashboard and create attractive and valuable reports.

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Chapter 8: HubSpot CRM Migration

By reading the word “Migration,” everyone feels that it’s a long process so why to get into it.

No sir, you are on the wrong track.

Ok, tell me…..

Do you want some improvements in your business?

Yes, of course. Right?

To be on the top list of this competitive world, every organization wants improvement. It is only possible when you improve your services by migrating from one platform to another.

If you want to improve your marketing, sales and service activities, it is the best time to migrate to HubSpot CRM migration because it provides all the services under one platform.

So, in this chapter, we are going to discuss- why and how to migrate to HubSpot CRM.

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Why migrate to HubSpot CRM?

I know that moving from one CRM to another is a massive headache, but HubSpot has an expert team who will handle all the pain points that you may face during a HubSpot CRM data migration.

According to Peter Thiel, if you are getting a 10x better solution than your current solution, you should move and get incremental value.

Here are some reasons which will force you to migrate to HubSpot CRM:

1- Improves Marketing Efficiency

Once you migrate to HubSpot CRM, you can reuse all the files that are stored on your landing pages. You can also add the files anywhere on the website.

If you want to add the content on the homepage, you need to take 2 clicks, and you do not require any coding. However, you can also create new pages with a click of buttons in less time.

2- Customization and Personalization

If you are already into digital marketing profile, then you can easily understand the value of email, blogs, landing pages, contact database, etc. After migrating to HubSpot CRM, you can expand your website as it helps to customize and personalize every interaction.

Addition of smart content will help you to achieve your goals by creating relevant experiences as it will have a good impact on the visitors.

3- Provide Fast, Updated and Secured Services

HubSpot CRM is an enterprise-grade content delivery network which ensures that all the information added is secure, fast and updated regularly.

When you migrate to HubSpot CRM, all your website content will be added in the HubSpot automatically. It will maintain your website consistency as it backed up security, speed, and uptime.

4- Gives Access to view HubSpot Database

Once you completely migrate to HubSpot CRM, you can view any of the contact details that are stored in the HubSpot contact database.

This will help you to easily maintain and access the information by spending less time as anyone can access the data by using HubSpot account.

5- It’s Free and Organizes data

Do you want to save money and still want to avail good marketing services? Migrate to HubSpot CRM as it provides free services and increase your business productivity.


Get involved in HubSpot CRM. 

Free HubSpot CRM

6- Helps to Import Existing Contacts

After migration, you can easily add the information in less time. This platform will automatically import the data from all the existing contacts, easily store and consolidate unlimited files at one place.

7- Conversation-Oriented

After migrating to HubSpot CRM, you will get instant notifications and real-time contact options which will help you to be more interactive.

I assure you that once you migrate to HubSpot CRM, you will increase your enterprise productivity.

Want to take an expert advice? Contact Us. 

How to migrate to HubSpot CRM?

Here are some of the steps which will help you to migrate to HubSpot CRM successfully.

Step 1: Kickoff meeting and plan

Your first step is to contact the HubSpot Sales team and start with your migration. All the details and your priorities will be discussed with the technical consultant team of HubSpot for the successful migration.

Step 2: Make Templates, Style, and Layout

Once you share your details and priorities, technical consultant team will set up the account and will create the layout and templates. Once the set is established, the recreation of all the pages will be done on HubSpot CRM.

Step 3: Perform quality check and configure

When all the landing pages and other templates are ready, the web technical consultant will get the notification to do quality check and review. They must check whether all the landing pages are migrated correctly or not. Once the quality content is checked, technical will configure the whole content to make it live.

Step 4: Inquire the status and finalize

In this step, HubSpot will get the email notification of the exact time in which migration will be completed. On an average, it will take 2-3 weeks for its completion.

Step 5: Review the migrated content and optimize

Before you go live and migrate the content, HubSpot migration team will test and review the whole setup. This is the last step of migration.

Now, it is time to avail fee HubSpot CRM services.

You can enhance your knowledge by reading how to review your full website or blog migration.

Chapter 9: HubSpot CRM Reviews

While learning about HubSpot CRM, you might be thinking that most of the organizations are availing HubSpot CRM services than on which position it is ranked.

Curious to know about its Awards, Achievements, and Reviews…. Read this chapter.

Reviews of HubSpot CRM

If you are still confused about selecting the HubSpot CRM, then don't miss to read these reviews. 



HubSpot CRM Review 1 g2crowd

Source: g2crowd


HubSpot CRM Review 2 capterra

Source: capterra


HubSpot CRM Review-3 g2crowdSource: g2crowd

Contact us to know about HubSpot CRM

As per the overall reviews and average rating, HubSpot is liked by most of the people. Software Advice gathered reviews of 1,778 people about the HubSpot CRM and concluded that more than 80% of people are satisfied with the services that are offered by HubSpot CRM.

HubSpot CRM Review  SoftwareadviceSource: Softwareadvice

Awards & Achievements of HubSpot CRM

Do you know? HubSpot CRM is awarded as the best CRM software and the Expert’s choice by FinancesOnline in the year 2018

HubSpot CRM financesonlineSource: financesonline

HubSpot CRM is positioned as number 1 online and social CRM software because it is fulfilling all the needs of every organization. By using this application, organizations can customize their data by reducing the complexity of functions.

If you want to avail the best services for improving your business revenue and productivity, go for HubSpot CRM.

You are the primary leaders to run any business. Relax and take your time before purchasing HubSpot CRM.

I hope you will enjoy availing free marketing services to improve your organizational productivity and efficiency.

HubSpot CRM Usage Statistics

I realize that everyone is going to evaluate the reviews of real people and experts before purchasing any CRM software.

In this digital world, most of the people are using internet source to get quick and real information. Therefore, it is essential for every organization to deliver the best services for making a good relationship with the customers and converting them into leads.

Due to the technicalities of HubSpot CRM, organizations are using it for increasing their ROI and enhancing their business efficiency.

Now, let me tell you about the technical details of HubSpot CRM which attracts the customers attention.

Devices Supported:

HubSpot CRM supports various devices. Due to its easy accessibility, the number of users has been increased. Devices supported are:

  • Android
  • Mac
  • Windows
  • iPhone/iPad
  • Windows Mobile

Customers types:

HubSpot CRM is used by a variety of customers which includes:

  • Small-scale organization
  • Large-scale organization
  • Medium-scale organization

Language Supported:

HubSpot CRM supports the English Language because it is an international language which is understandable by most of the personas.

Deployment: Cloud Hosted

Pricing: It’s Free

Free HubSpot CRM

To make your mind more clear about HubSpot CRM, understand  and analyze the below-added screenshot:HubSpot CRM Understand And AnalyzeSource: HubSpot

There are approximately 17% of salespeople who are facing problem in integration while using other CRM tools.

Also, 23% of the salespeople are facing difficulty in performing manual data entry by spending more time.

All the problems that are commonly faced by the salesperson can be resolved by migrating to HubSpot CRM.

Being the user, I will personally ask you to migrate your current CRM to HubSpot CRM for enhancing your business productivity, generating more traffic to your website, providing easy and fast marketing services to your leads, etc.

As reviewed by trends.builtwith, users of HubSpot CRM have been increased due to its efficient services. The graph below will help you to visualize the growth of HubSpot CRM Users easily.

HubSpot CRM Stats trends.builtwith

Source: trends.builtwith

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Last Words

So, here you have an ultimate guide to HubSpot CRM which will help you to understand the term “HubSpot CRM” with its features, advantages, services and some additional information such as awards, reviews, etc.

My best advice is to start availing HubSpot CRM free services as it will help you to prioritize your business activities such as the addition of data, SEO, evaluating the business performance, etc. appropriately.

The sooner you start with the HubSpot CRM, the better you will receive the results which will be beneficial for you and your company.

If you want to avail all the above mentioned HubSpot CRM services, then you can visit the below given link: or can even reach us on: Contact Us page.

Go…. Migrate…. Generate ROI, and increase your business revenue via HubSpot CRM.

Frequently Asked Questions

How do I use HubSpot for beginners?

To get started with HubSpot as a beginner, follow these steps: First, set up your HubSpot account, inviting team members and customizing settings. Then, explore HubSpot's glossary for tool-related definitions. Next, manage your CRM database, organize and utilize your customer information. Market your business using HubSpot's marketing tools, generate sales leads, and provide customer support. Additionally, build your website within HubSpot's platform. Finally, use HubSpot's reporting features to track and assess your performance, making data-driven decisions for your business. HubSpot offers a range of resources to help beginners make the most of their marketing, sales, and customer service efforts.

Is HubSpot CRM easy to learn?

HubSpot CRM is user-friendly, making it straightforward to learn. It offers a simple, intuitive interface for daily use. Moreover, the platform facilitates easy content creation, including landing pages, forms, and emails through drag-and-drop features. You can efficiently manage social media content by bulk creation and scheduling. This accessibility and convenience contribute to HubSpot's ease of use for beginners.

What is the best way to learn HubSpot?

The best way to learn HubSpot, a versatile tool for marketing and sales, offers various training paths. Here are some options: 1) HubSpot Academy provides free courses and certifications. 2) HubSpot Certified Trainers offer guided instruction. 3) Interacting with fellow HubSpot users via forums and communities can provide valuable insights. 4) Joining local HubSpot User Groups offers networking opportunities and learning. 5) Some choose HubSpot classroom training, offering in-person guidance. 6) HubSpot Solutions Partners offer expertise and support. 7) Lastly, learning through trial and error, experimenting with the platform, can be an effective hands-on approach to become proficient with HubSpot.

Is HubSpot CRM really free?

Yes, HubSpot's CRM is genuinely free and not just a trial. It offers essential customer relationship management features at no cost, and you can have up to 1 million contacts, users, and customer data with no time limit. It's a great way to start managing your contacts, sales, and marketing activities without any upfront fees. However, if you need more advanced CRM capabilities, HubSpot does offer paid plans with additional features. To explore these options and get detailed pricing information, you can visit HubSpot's website for a better understanding of what suits your business needs.