How To Setup HubSpot CRM for Small Business | CRM Implementation (2023)
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- เผยแพร่เมื่อ 2 มิ.ย. 2024
- Today, I share how to set up HubSpot for your small business.
This part one tutorial walks you through the HubSpot CRM implementation process. This video's focus is to ensure you have configured your account correctly.
Get started with HubSpot for free here:
hubspot.sjv.io/c/2844094/9761...
*IMPORTANT NOTE: The HubSpot link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!
► These are the other helpful resources I mentioned in this HubSpot tutorial:
Learn how to use HubSpot:
• How To Use HubSpot CRM...
Read more about my top 7 CRM software for small businesses here:
stewartgauld.com/best-crm-sof...
How to use HubSpot on mobile:
• HubSpot CRM App Tutori...
Learn how to make a website for free with HubSpot:
• HubSpot’s Free Website...
Learn how to schedule meetings with HubSpot:
• How To Use HubSpot Mee...
How to choose the right domain name:
• How To Choose A Domain...
How to set up your business emails:
• How To Set Up Google W...
► Today we navigate through the below chapters for this HubSpot tutorial:
0:00 Intro
01:22 Getting started
03:57 HubSpot Dashboard
04:06 HubSpot settings
04:18 Personal account preferences
05:06 How to connect email to HubSpot
07:46 HubSpot calling
08:02 How to connect calendar to HubSpot
09:01 Task preferences
09:27 Notification preferences
11:05 Personal account security
11:42 HubSpot account details
11:56 HubSpot account security
12:24 Setup account branding
13:28 HubSpot user defaults
13:42 Add users and teams
15:54 Privacy and content
16:16 Data management
17:36 Connect communication channels
18:09 Other HubSpot resources
19:28 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: mailchi.mp/71ac3fcdbfdf/stewa...
Let me know if you found this HubSpot tutorial. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#hubspot #crm - แนวปฏิบัติและการใช้ชีวิต
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Good job
Thanks ☺️
Awesome stuff - thank you
Welcome!
Awesome tutorial! Super helpful for small businesses that are new to HubSpot!
Glad it was helpful!
Wow. This is wonderful
Thank you very much!
awesome video, mate
Glad you enjoyed it
Wow you are amazing sir thank you so much sir 🙏🙏🙏
Most welcome!
Awesome video. Thank you!!! My hub spot didn't generate a meetings url after adding my calendar. Do I have to give it time? Upgrade my subscription?
Hey! It should be added. Make sure your link is active and setup correctly.
Hello Mr Steward thank you for the great Knowledge I really needed it but I have a Question. I have multiple different businesses and I wanted to know can I create accounts for each under one plan so if I have any messages or such information for my clients all I have to do is go to the drop drown to go to them or do I have to subscribe for more for each?
Your welcome!
You will have to create individual accounts for each company.
@@StewartGauld under one plan? and If not can I do that for pipdrive instead?
thanks for the video tutorial. I would like to know if it´s neccesary have a website in order to use hubspot? TIA
Hey! Nope you do not need a website to use HubSpot.
Great tutorial..
Please I have a question, how can I create an sms notification through hubspot, or must I integrate it with twilio?
How can I also track my website form submission on hubspot, please I want to know.
You cannot do this on the free plan unless you integrate with a third party tool.
You can track these inside HubSpot or integrate Google Analytics or another tool.
What if you are trying to add a company HubSpot account (basically multiple accounts) in this single dashboard, will people be able to use it like that? Will the different users be able to log in a view it from their individual computers?
Hey Bria,
People will have access to their own account, however, everyone can see the reporting (based on your settings/limits etc)
Hiya,I’ve had a shopify website for a few months but I’m really stuck! I have problems on Google merchant centre and I really don’t understand any of it and carnt get any further along with it.
Hey Tracey,
Have you followed some of our tutorials? You can reach out to our team for support.
So the issue I'm having (that I can't seem to answer) is that the email integration automatically creates contacts everyone I email in hubspot. This, over the years, has led to a ton of junk contacts in my hubspot. From what I recall, there's no setting that will log emails from existing contacts only. How do I log the emails for the contacts I care about, without adding completely irrelevant contacts to my hubspot?
Hey,
I know what you mean. You can stop this and set parameters.
will the leads from my facebook leads campaign or any other campaign be automatically added to my CRM?
You can setup automations for this quite easy.
Can you export everything in excel with free Hubspot? I used to use Professional license so im not sure.
Yes you can.
I dont use Google or outlook andsend emails via my hosting web mail, hubspot has entered Exchange to my set up, what should i do now
Yes you can setup your webmail 🤗
Can you add the tutorial link of how to incorporate zapier
Of course! We also have a Zapier tutorial that you can find on our channel.
@@StewartGauld I run a real estate photography business, do you think Hubspot Starter is sufficient or will I need to upgrade ?
how to track converter keywords for organic leads in hubspot
Good question we talk a bit about that in the follow tutorial after this tutorial.
Having created an account and setup as best I can compared to the video I have been unable to find any functionality or means of inputting any useful data into the CRM...Is there another video that covers functionality or how to add data...like a contact or a lead or dates, times, follow ups, anything, anything at all useful for a CRM system? All I have added so far is my own email address...
Glad it helped! We have a contact management tutorial.
Is it gona cost me money when finished the setup
Nope! Completely free 🤗
Bro my hubspot is not login becouse i dont have prifessional email and also domain name. Plz tell me out of these how can i make login with hubspot.
You can use a free email too.
@@StewartGauld i have tried but its not working
Everytime I create an account it keeps taking me to something other than the page your showing, why can't i see the same page you do?
What pages is it taking you to?
@@StewartGauld it's this blue page without the header for all the things we need. Everything is on the side, I would need send you a screenshot if possible
😅 wow that was pretty bad
Hey mate!
What was the issue?