Get started with HubSpot CRM Chen Yehoshua 15:57:05 07/04/2021 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.