Get started with HubSpot CRM

First, set up your Hubspot account:

 

 

Second, install Hubspot Sales extension and connect your inbox:

Get started with your CRM.

• Import contacts, companies, deals, notes, tasks and products

 

• Set up and customize your deal pipelines and deal stages

 

 

Get started with your marketing tools.

• Create Lead forms and pop-up forms

 

And also:

• Use non-HubSpot forms

• Create and analyze Facebook lead ads in HubSpot

Get started with your sales tools.

• Use sales email templates

 

• Use meetings, calling tool and conversational bot

 

 

• Use documents

 

• Create email sequences

Monitor Systems and Data.

What information is most relevant to a company will change as the business scales overtime. For a CRM to remain useful processes and data cleanliness should be evaluated annually.